+84.1%
OKTA vs PLUG
+50.7%
+33.4%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -4.0% | +7.1% | +3.3% |
| 7D | +5.9% | +3.8% | +2.1% | +5.6% |
| 30D | +14.6% | +2.8% | +11.7% | +14.5% |
| 3M | +44.0% | -25.4% | +69.4% | +45.0% |
| 6M | +116.7% | -0.5% | +117.2% | +112.5% |
| YTD | +99.8% | +10.2% | +89.6% | +93.7% |
| 1Y | +84.1% | +53.9% | +30.2% | +84.1% |
| All | +84.1% | +50.7% | +33.4% | +84.1% |
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