+81.1%
OKTA vs NTRA
+92.9%
-11.9%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.9% | -3.5% | -2.9% |
| 7D | -2.4% | +0.2% | -2.6% | -2.5% |
| 30D | +13.0% | +4.1% | +8.9% | +11.7% |
| 3M | +41.7% | +50.0% | -8.3% | +25.5% |
| 6M | +105.9% | +67.3% | +38.6% | +75.3% |
| YTD | +92.6% | +43.6% | +49.0% | +70.4% |
| 1Y | +81.1% | +89.2% | -8.2% | +45.2% |
| All | +81.1% | +92.9% | -11.9% | +45.2% |
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