-32.6%
OKTA vs PODD
-55.6%
+23.0%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.3% | +1.4% | -0.2% |
| 7D | +0.4% | -10.6% | +11.0% | +3.8% |
| 30D | +13.8% | -6.9% | +20.7% | +16.3% |
| 3M | +48.9% | -10.6% | +59.5% | +51.7% |
| 6M | +114.9% | -43.5% | +158.4% | +151.4% |
| YTD | +97.9% | -52.6% | +150.5% | +144.9% |
| 1Y | +89.7% | -60.1% | +149.8% | +147.0% |
| 3Y | +95.8% | -21.7% | +117.5% | +89.5% |
| 5Y | -32.6% | -54.6% | +21.9% | -19.1% |
| All | -32.6% | -55.6% | +23.0% | -19.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling