Tag
#performance-measurement
2 articles
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Risk Adjusted Returns Explained: Why Raw Return Is Never the Whole Answer
A risk adjusted return measures how much return was earned per unit of risk taken. It exists because two portfolios with the same return can involve completely different risk.
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Tracking a Model Portfolio: Model Versus Actual, Drift and Record-Keeping
A model portfolio is the intended holdings on paper. Tracking it means keeping a dated record of the model, comparing it with actual accounts, and explaining every gap.
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