+119.7%
OKTA vs PLUG
-44.1%
+163.7%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.5% | -2.8% | +0.3% |
| 7D | -14.2% | +2.8% | -17.0% | -14.4% |
| 30D | -12.5% | -22.8% | +10.3% | -10.8% |
| 3M | +29.2% | -32.4% | +61.7% | +33.0% |
| 6M | +147.3% | -53.4% | +200.7% | +154.5% |
| YTD | +120.9% | -25.9% | +146.8% | +114.1% |
| 1Y | +119.7% | -42.1% | +161.7% | +119.5% |
| All | +119.7% | -44.1% | +163.7% | +119.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG 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 PLUG 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