+117.9%
OKTA vs PLUG
-54.1%
+172.0%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -8.8% | +9.0% | +1.2% |
| 7D | +6.6% | -8.1% | +14.8% | +7.6% |
| 30D | -19.4% | -20.5% | +1.1% | -17.4% |
| 3M | +23.9% | -45.9% | +69.8% | +30.6% |
| 6M | +130.9% | -65.2% | +196.1% | +144.9% |
| YTD | +111.1% | -37.1% | +148.2% | +107.5% |
| All | +117.9% | -54.1% | +172.0% | +123.7% |
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