+10.1%
MDB vs CPB
-31.9%
+42.0%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.8% | -5.2% | -3.7% |
| 7D | -18.0% | -8.2% | -9.8% | -17.1% |
| 30D | -10.7% | -5.6% | -5.1% | -10.3% |
| 3M | +1.0% | +3.0% | -2.0% | +1.0% |
| 6M | +31.6% | -12.7% | +44.3% | +28.9% |
| YTD | -15.2% | -18.0% | +2.8% | -16.8% |
| 1Y | +10.1% | -31.7% | +41.9% | +4.3% |
| All | +10.1% | -31.9% | +42.0% | +4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded CPB 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling