+275.2%
MSTR vs POET
+111.1%
+164.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -5.0% | +1.9% | -2.5% |
| 7D | -11.2% | +3.7% | -14.9% | -11.7% |
| 30D | +33.8% | -11.5% | +45.3% | +35.4% |
| 3M | +11.5% | -30.8% | +42.2% | +15.3% |
| 6M | -7.2% | +8.6% | -15.7% | -13.3% |
| YTD | -15.4% | +20.1% | -35.5% | -22.1% |
| 1Y | -60.6% | +35.7% | -96.3% | -64.4% |
| All | +275.2% | +111.1% | +164.0% | +244.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling