+90.0%
OKTA vs WEC
+39.2%
+50.7%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.2% | -1.1% |
| 7D | +0.4% | -1.3% | +1.7% | +0.2% |
| 30D | +13.8% | -0.4% | +14.2% | +13.8% |
| 3M | +48.9% | -6.8% | +55.7% | +47.4% |
| 6M | +114.9% | -6.4% | +121.3% | +113.5% |
| YTD | +97.9% | +2.5% | +95.4% | +95.5% |
| 1Y | +89.7% | -0.4% | +90.1% | +87.5% |
| All | +90.0% | +39.2% | +50.7% | +66.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 3y: compounded portfolio wealth divided by compounded WEC 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…
3y analysis · Full analysis span regression · 6 months rolling