+108.8%
MSTR vs POET
-11.6%
+120.5%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -5.0% | +1.9% | -2.4% |
| 7D | -11.2% | +3.7% | -14.9% | -11.8% |
| 30D | +33.8% | -11.5% | +45.3% | +35.7% |
| 3M | +11.5% | -30.8% | +42.2% | +16.1% |
| 6M | -7.2% | +8.6% | -15.7% | -15.5% |
| YTD | -15.4% | +20.1% | -35.5% | -24.3% |
| 1Y | -60.6% | +35.7% | -96.3% | -65.9% |
| 3Y | +260.8% | +116.5% | +144.3% | +184.3% |
| 5Y | +108.8% | -8.4% | +117.3% | +88.9% |
| All | +108.8% | -11.6% | +120.5% | +88.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling