+91.8%
OKTA vs MSFU
+24.2%
+67.6%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.9% | +4.0% | +3.4% |
| 7D | +5.9% | -2.3% | +8.2% | +6.8% |
| 30D | +14.6% | -6.3% | +20.8% | +17.4% |
| 3M | +44.0% | +40.0% | +4.0% | +23.8% |
| 6M | +116.7% | +30.1% | +86.6% | +93.6% |
| YTD | +99.8% | -10.3% | +110.1% | +100.0% |
| 1Y | +84.1% | -19.0% | +103.1% | +89.0% |
| All | +91.8% | +24.2% | +67.6% | +62.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 3y: compounded portfolio wealth divided by compounded MSFU 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…
3y analysis · Full analysis span regression · 6 months rolling