+612.9%
OKTA vs PODD
+236.5%
+376.3%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.5% | +1.8% | -0.5% |
| 7D | +0.7% | -4.1% | +4.8% | +2.3% |
| 30D | +13.0% | +0.8% | +12.2% | +12.7% |
| 3M | +43.4% | -6.1% | +49.5% | +44.1% |
| 6M | +107.6% | -40.0% | +147.6% | +144.7% |
| YTD | +93.8% | -49.9% | +143.8% | +144.7% |
| 1Y | +80.8% | -59.3% | +140.1% | +145.7% |
| 3Y | +91.8% | -17.2% | +109.0% | +82.0% |
| 5Y | -36.4% | -53.0% | +16.6% | -26.7% |
| All | +612.9% | +236.5% | +376.3% | +287.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling