-59.8%
MSTR vs POET
+40.7%
-100.5%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +4.6% | -2.7% | +1.0% |
| 7D | -8.3% | +0.4% | -8.7% | -8.4% |
| 30D | +38.1% | -10.4% | +48.5% | +40.4% |
| 3M | +9.0% | -29.3% | +38.3% | +14.3% |
| 6M | -5.3% | +6.9% | -12.2% | -20.1% |
| YTD | -13.8% | +25.6% | -39.4% | -31.8% |
| 1Y | -59.8% | +49.2% | -109.0% | -66.6% |
| All | -59.8% | +40.7% | -100.5% | -66.6% |
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