+90.1%
OKTA vs PLUG
+45.6%
+44.5%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.8% | -2.7% | 0.0% |
| 7D | +2.6% | -0.9% | +3.5% | +2.7% |
| 30D | +16.0% | +3.3% | +12.7% | +15.9% |
| 3M | +38.2% | -39.7% | +77.9% | +39.8% |
| 6M | +137.8% | -12.5% | +150.3% | +134.4% |
| YTD | +97.3% | +10.2% | +87.1% | +91.5% |
| 1Y | +90.1% | +50.7% | +39.4% | +94.2% |
| All | +90.1% | +45.6% | +44.5% | +94.2% |
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