-47.6%
HIMS vs RY
+41.1%
-88.8%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +0.6% | +8.2% | +8.2% |
| 7D | -21.9% | -3.0% | -19.0% | -19.2% |
| 30D | -32.1% | +6.3% | -38.3% | -35.7% |
| 3M | -31.8% | -2.6% | -29.2% | -30.3% |
| 6M | -28.6% | +13.9% | -42.5% | -39.5% |
| YTD | -35.9% | +21.7% | -57.6% | -51.2% |
| 1Y | -47.6% | +40.4% | -88.1% | -69.8% |
| All | -47.6% | +41.1% | -88.8% | -69.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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