+52.2%
TEM vs LNT
+46.9%
+5.4%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -1.1% | -3.6% | -4.3% |
| 7D | -1.1% | +0.2% | -1.2% | -1.1% |
| 30D | +11.3% | -0.5% | +11.8% | +11.2% |
| 3M | +25.5% | -5.5% | +31.0% | +27.9% |
| 6M | +17.1% | -3.8% | +20.9% | +17.5% |
| YTD | +3.8% | +6.8% | -3.1% | -3.9% |
| 1Y | -24.4% | +9.3% | -33.7% | -31.5% |
| All | +52.2% | +46.9% | +5.4% | +8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 5y: compounded portfolio wealth divided by compounded LNT 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…
5y analysis · Full analysis span regression · 6 months rolling