+608.2%
OKTA vs NUE
+430.1%
+178.1%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.6% | -4.2% | -3.0% |
| 7D | -2.4% | -0.6% | -1.8% | -2.3% |
| 30D | +13.0% | -4.6% | +17.6% | +14.1% |
| 3M | +41.7% | -0.3% | +42.0% | +41.2% |
| 6M | +105.9% | +51.9% | +54.1% | +86.1% |
| YTD | +92.6% | +60.0% | +32.6% | +71.4% |
| 1Y | +81.1% | +82.9% | -1.8% | +55.8% |
| 3Y | +84.8% | +66.0% | +18.9% | +58.7% |
| 5Y | -34.4% | +149.0% | -183.4% | -48.7% |
| All | +608.2% | +430.1% | +178.1% | +342.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 all: compounded portfolio wealth divided by compounded NUE 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…
all analysis · Full analysis span regression · 6 months rolling