+90.1%
OKTA vs NTRA
+96.0%
-5.9%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | +0.1% |
| 7D | +2.6% | +0.6% | +2.0% | +2.4% |
| 30D | +16.0% | +19.5% | -3.5% | +9.7% |
| 3M | +38.2% | +47.8% | -9.6% | +22.6% |
| 6M | +137.8% | +61.6% | +76.2% | +103.0% |
| YTD | +97.3% | +43.3% | +54.0% | +74.4% |
| 1Y | +90.1% | +97.0% | -6.9% | +48.3% |
| All | +90.1% | +96.0% | -5.9% | +48.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRA.
Daily Out/Under-Performance
Portfolio return minus NTRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRA 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 NTRA 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