+634.8%
OKTA vs SUI
+87.8%
+546.9%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.4% | +4.4% | +3.7% |
| 7D | +5.9% | -4.3% | +10.2% | +7.9% |
| 30D | +14.6% | -2.1% | +16.7% | +15.2% |
| 3M | +44.0% | -6.1% | +50.1% | +47.0% |
| 6M | +116.7% | -12.8% | +129.5% | +128.0% |
| YTD | +99.8% | -4.6% | +104.4% | +100.4% |
| 1Y | +84.1% | -7.7% | +91.8% | +87.1% |
| 3Y | +97.7% | +10.9% | +86.7% | +75.6% |
| 5Y | -35.2% | -32.4% | -2.8% | -24.6% |
| All | +634.8% | +87.8% | +546.9% | +497.0% |
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