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  • MOS vs DRI✓SelectedUSD · DRIMOS vs DRI performance historyLatest closeAs of+3.28%11/05
Stock and ETF performance explorer

MOS vs DRI

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+47.5%
DRI return
+8,061.0%
Excess return
-8,013.4%
Maximum drawdown
-94.7%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioDRIExcessAlpha
1D+3.3%-0.8%+4.1%+3.6%
7D+22.5%+3.7%+18.8%+21.2%
30D+6.6%+13.5%-6.8%+2.3%
3M-3.8%+10.4%-14.2%-7.2%
6M-2.2%+19.5%-21.7%-8.4%
YTD-4.8%+28.2%-33.0%-13.6%
1Y-11.7%+31.0%-42.7%-20.6%
3Y-26.5%+67.1%-93.6%-40.2%
5Y-32.2%+74.7%-106.9%-46.6%
10Y+10.2%+376.2%-366.0%-40.7%
All+47.5%+8,061.0%-8,013.4%-55.2%

Cumulative growth

Daily Returns

Daily percentage return beside DRI.

Daily Out/Under-Performance

Portfolio return minus DRI return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × DRI 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 DRI 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