+608.2%
OKTA vs PODD
+212.1%
+396.1%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.0% | -0.7% | -1.9% |
| 7D | -2.4% | -10.5% | +8.1% | +1.6% |
| 30D | +13.0% | -9.0% | +22.1% | +17.0% |
| 3M | +41.7% | -11.5% | +53.3% | +45.5% |
| 6M | +105.9% | -44.7% | +150.7% | +150.2% |
| YTD | +92.6% | -53.6% | +146.1% | +149.9% |
| 1Y | +81.1% | -61.0% | +142.0% | +149.4% |
| 3Y | +84.8% | -24.7% | +109.5% | +81.8% |
| 5Y | -34.4% | -55.5% | +21.0% | -23.1% |
| All | +608.2% | +212.1% | +396.1% | +295.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 10y: compounded portfolio wealth divided by compounded PODD 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…
10y analysis · Full analysis span regression · 6 months rolling