+658.7%
OKTA vs SUI
+95.0%
+563.7%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.9% | +6.6% | +6.1% |
| 7D | -6.0% | +3.4% | -9.4% | -7.4% |
| 30D | -23.2% | +4.6% | -27.8% | -25.3% |
| 3M | +18.3% | +1.6% | +16.7% | +16.1% |
| 6M | +112.6% | -3.5% | +116.0% | +112.1% |
| YTD | +106.3% | -1.0% | +107.3% | +102.0% |
| 1Y | +108.0% | -1.7% | +109.8% | +104.2% |
| 3Y | +163.2% | +18.4% | +144.8% | +125.5% |
| 5Y | -30.9% | -26.3% | -4.5% | -23.1% |
| All | +658.7% | +95.0% | +563.7% | +501.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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