Expected Performance (Portfolio)

Portfolio Beta

Portfolio Beta indicates portfolio’s volatility compared with the entire market*. That is, a Beta higher than 1 shows that the […]

The Portfolio Expected Return indicates what annual rate of return you can expect from your portfolio, for the level of risk taken*.

This table shows the expected performance for your entire portfolio, and gives you insight on how your portfolio may improve

Portfolio Alpha indicates the difference between the portfolio’s expected return and the expected return of the entire market*. That is,

Sharpe ratio is a widely used method for calculating the risk-adjusted return and a measurement of the portfolio’s performance per