+91.8%
OKTA vs MUB
+8.2%
+83.5%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.5% | +3.6% | +3.8% |
| 7D | +5.9% | -0.7% | +6.6% | +6.9% |
| 30D | +14.6% | -2.0% | +16.5% | +17.9% |
| 3M | +44.0% | -2.5% | +46.5% | +49.5% |
| 6M | +116.7% | -2.3% | +119.0% | +124.3% |
| YTD | +99.8% | -1.3% | +101.1% | +104.4% |
| 1Y | +84.1% | +1.1% | +82.9% | +83.3% |
| All | +91.8% | +8.2% | +83.5% | +67.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling