+612.9%
OKTA vs WING
+397.0%
+215.9%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -2.0% | -1.8% |
| 7D | +0.7% | -0.1% | +0.8% | +0.6% |
| 30D | +13.0% | -6.0% | +19.0% | +14.1% |
| 3M | +43.4% | -23.5% | +66.9% | +53.3% |
| 6M | +107.6% | -52.0% | +159.6% | +154.7% |
| YTD | +93.8% | -53.8% | +147.6% | +135.1% |
| 1Y | +80.8% | -63.8% | +144.6% | +136.5% |
| 3Y | +91.8% | -30.8% | +122.6% | +74.3% |
| 5Y | -36.4% | -34.3% | -2.1% | -46.5% |
| All | +612.9% | +397.0% | +215.9% | +238.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling