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#performance
4 posts tagged performance.
4 posts
Portfolio Attribution: Where Your Returns Actually Come From
Beating the benchmark by 400bps feels good until attribution tells you it was all allocation luck on one sector call. Selection vs. allocation vs. interaction is where skill separates from luck.
#attribution#portfolio#performance
Choosing the Right Benchmark: Why the S&P 500 Is Lying to Most Portfolios
Most retail investors benchmark against the S&P 500 out of habit. The wrong benchmark makes mediocre returns look great and good returns look ordinary.
#benchmarks#performance#analytics#risk-adjusted-returns
Why Maximum Drawdown Is More Important Than Annual Return
Maximum drawdown reveals what your portfolio almost did to you. Here is why it matters more than the number everyone brags about.
#risk#drawdown#performance
Choosing the Right Benchmark (Hint: It's Probably Not the S&P 500)
Why benchmarking against the wrong index distorts your performance assessment and how to select a benchmark that matches your actual portfolio.
#portfolio#benchmark#performance