-33.3%
OKTA vs HUBB
+157.3%
-190.6%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.8% | -4.5% | -3.4% |
| 7D | -2.4% | -0.1% | -2.3% | -2.4% |
| 30D | +13.0% | -10.0% | +23.0% | +18.0% |
| 3M | +41.7% | -1.6% | +43.3% | +41.0% |
| 6M | +105.9% | -3.1% | +109.0% | +103.2% |
| YTD | +92.6% | +4.6% | +88.0% | +81.3% |
| 1Y | +81.1% | +3.3% | +77.7% | +70.7% |
| 3Y | +84.8% | +46.6% | +38.3% | +37.3% |
| All | -33.3% | +157.3% | -190.6% | -69.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded HUBB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling