+608.2%
OKTA vs WING
+431.7%
+176.5%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +6.0% | -8.6% | -4.6% |
| 7D | -2.4% | +7.2% | -9.6% | -4.7% |
| 30D | +13.0% | +4.8% | +8.3% | +10.1% |
| 3M | +41.7% | -23.7% | +65.4% | +51.6% |
| 6M | +105.9% | -43.6% | +149.5% | +139.1% |
| YTD | +92.6% | -50.6% | +143.1% | +128.4% |
| 1Y | +81.1% | -57.0% | +138.1% | +122.6% |
| 3Y | +84.8% | -28.3% | +113.1% | +66.5% |
| 5Y | -34.4% | -32.4% | -2.0% | -45.3% |
| All | +608.2% | +431.7% | +176.5% | +229.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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