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  • SO vs MTCH✓SelectedUSD · MTCHSO vs MTCH performance historyLatest closeAs of-0.74%09/04
Stock and ETF performance explorer

SO vs MTCH

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-0.9%
MTCH return
+13.9%
Excess return
-14.8%
Maximum drawdown
-15.0%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioMTCHExcessAlpha
1D-0.7%-1.3%+0.6%-0.8%
7D-0.2%+0.7%-0.8%-0.1%
30D-4.6%+9.7%-14.3%-3.9%
3M-3.0%+21.1%-24.1%-1.5%
6M-8.3%+37.5%-45.7%-5.3%
YTD+3.5%+31.9%-28.4%+6.2%
1Y-0.9%+14.6%-15.5%0.0%
All-0.9%+13.9%-14.8%0.0%

Cumulative growth

Daily Returns

Daily percentage return beside MTCH.

Daily Out/Under-Performance

Portfolio return minus MTCH return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × MTCH 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 1y: compounded portfolio wealth divided by compounded MTCH 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…

1y analysis · Full analysis span regression · 6 months rolling