+90.1%
OKTA vs MGY
+15.5%
+74.6%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.5% | +1.6% | 0.0% |
| 7D | +2.6% | +2.1% | +0.5% | +2.8% |
| 30D | +16.0% | +13.8% | +2.2% | +17.3% |
| 3M | +38.2% | -4.3% | +42.4% | +38.3% |
| 6M | +137.8% | -5.1% | +142.9% | +138.2% |
| YTD | +97.3% | +24.8% | +72.5% | +103.9% |
| 1Y | +90.1% | +11.8% | +78.3% | +91.3% |
| All | +90.1% | +15.5% | +74.6% | +91.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MGY.
Daily Out/Under-Performance
Portfolio return minus MGY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MGY 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 MGY 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