+1,830.2%
MSTR vs POET
-16.9%
+1,847.1%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +4.9% | -9.3% | -4.6% |
| 7D | +9.3% | +17.0% | -7.7% | +8.4% |
| 30D | +36.5% | -6.7% | +43.2% | +36.9% |
| 3M | +7.3% | -32.3% | +39.7% | +9.1% |
| 6M | +2.2% | +32.3% | -30.1% | -1.5% |
| YTD | -10.2% | +31.3% | -41.4% | -13.5% |
| 1Y | -58.6% | +55.3% | -113.9% | -60.6% |
| 3Y | +283.2% | +136.8% | +146.4% | +247.6% |
| 5Y | +113.8% | -2.2% | +116.0% | +96.6% |
| 10Y | +690.7% | +34.0% | +656.7% | +616.8% |
| All | +1,830.2% | -16.9% | +1,847.1% | +1,677.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling