-43.3%
HIMS vs RY
+45.9%
-89.2%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.8% | +2.4% | +2.4% |
| 7D | -0.9% | +2.7% | -3.7% | -3.9% |
| 30D | -10.8% | -1.0% | -9.8% | -10.6% |
| 3M | +3.7% | +7.6% | -4.0% | -5.7% |
| 6M | +79.0% | +29.5% | +49.5% | +29.0% |
| YTD | -13.2% | +24.2% | -37.4% | -35.2% |
| 1Y | -43.3% | +46.4% | -89.6% | -66.7% |
| All | -43.3% | +45.9% | -89.2% | -66.7% |
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