-56.4%
MSTR vs POET
+56.2%
-112.6%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +8.0% | -9.4% | -2.8% |
| 7D | +12.2% | +5.6% | +6.6% | +11.0% |
| 30D | +45.2% | -2.1% | +47.3% | +45.3% |
| 3M | +10.4% | -48.8% | +59.2% | +21.8% |
| 6M | -2.5% | +15.8% | -18.3% | -19.4% |
| YTD | -6.0% | +25.1% | -31.1% | -25.3% |
| 1Y | -56.4% | +50.6% | -107.0% | -63.6% |
| All | -56.4% | +56.2% | -112.6% | -63.6% |
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