+608.2%
OKTA vs MUB
+19.8%
+588.4%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.4% | -3.1% | -3.3% |
| 7D | -2.4% | -0.8% | -1.6% | -1.3% |
| 30D | +13.0% | -2.4% | +15.4% | +16.9% |
| 3M | +41.7% | -2.8% | +44.5% | +47.7% |
| 6M | +105.9% | -2.2% | +108.2% | +113.0% |
| YTD | +92.6% | -1.6% | +94.1% | +97.4% |
| 1Y | +81.1% | 0.0% | +81.0% | +81.5% |
| 3Y | +84.8% | +7.9% | +77.0% | +66.4% |
| 5Y | -34.4% | +1.2% | -35.7% | -37.3% |
| All | +608.2% | +19.8% | +588.4% | +626.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 10y: compounded portfolio wealth divided by compounded MUB 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…
10y analysis · Full analysis span regression · 6 months rolling