+90.1%
OKTA vs SYF
+7.1%
+83.1%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | +2.6% | +2.4% | +0.2% | +1.8% |
| 30D | +16.0% | +0.8% | +15.2% | +15.7% |
| 3M | +38.2% | +13.4% | +24.8% | +32.1% |
| 6M | +137.8% | +16.3% | +121.5% | +123.3% |
| YTD | +97.3% | -3.0% | +100.3% | +96.1% |
| 1Y | +90.1% | +5.7% | +84.4% | +85.5% |
| All | +90.1% | +7.1% | +83.1% | +85.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SYF.
Daily Out/Under-Performance
Portfolio return minus SYF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYF 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 1y: compounded portfolio wealth divided by compounded SYF 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…
1y analysis · Full analysis span regression · 6 months rolling