-42.3%
MSTR vs POET
-21.9%
-20.4%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -4.1% | +9.2% | +6.0% |
| 7D | -1.8% | -16.4% | +14.6% | +2.0% |
| 30D | -13.3% | -37.5% | +24.2% | -4.2% |
| 3M | +46.0% | -43.1% | +89.0% | +63.5% |
| 6M | -22.4% | -31.4% | +8.9% | -21.5% |
| YTD | -6.2% | -22.9% | +16.7% | -26.6% |
| 1Y | -42.3% | -18.0% | -24.3% | -56.8% |
| All | -42.3% | -21.9% | -20.4% | -56.8% |
Cumulative growth
Daily Returns
Daily percentage return beside POET.
Daily Out/Under-Performance
Portfolio return minus POET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × POET 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 POET 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