+659.5%
MSTR vs POET
+30.3%
+629.1%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +4.6% | -2.7% | +1.4% |
| 7D | -8.3% | +0.4% | -8.7% | -8.4% |
| 30D | +38.1% | -10.4% | +48.5% | +39.5% |
| 3M | +9.0% | -29.3% | +38.3% | +12.2% |
| 6M | -5.3% | +6.9% | -12.2% | -11.2% |
| YTD | -13.8% | +25.6% | -39.4% | -20.6% |
| 1Y | -59.8% | +49.2% | -109.0% | -64.0% |
| 3Y | +282.2% | +128.4% | +153.7% | +206.9% |
| 5Y | +112.8% | -4.2% | +117.0% | +77.7% |
| All | +659.5% | +30.3% | +629.1% | +501.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling