+89.7%
OKTA vs IWD
+27.7%
+62.0%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.7% | -0.8% |
| 7D | +0.4% | -2.3% | +2.7% | +1.9% |
| 30D | +13.8% | -1.8% | +15.6% | +15.0% |
| 3M | +48.9% | +8.0% | +40.9% | +40.7% |
| 6M | +114.9% | +17.0% | +98.0% | +88.4% |
| YTD | +97.9% | +21.3% | +76.6% | +65.1% |
| 1Y | +89.7% | +27.9% | +61.7% | +46.0% |
| All | +89.7% | +27.7% | +62.0% | +46.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 1y: compounded portfolio wealth divided by compounded IWD 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…
1y analysis · Full analysis span regression · 6 months rolling