Learn to Measure Portfolio Performance

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Learn to measure the returns and risks in a portfolio. Increase your accuracy when comparing with appropriate benchmarks. This online course also covers portfolio theory, investment exposure, measures, benchmarks, analysis and behavioral factors.

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Get lifetime access to this course, plus expert instructor support through Felix.

£89

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Access every course we offer with a Felix plan. Over 275 hours of learning content across 3,793 videos and counting.

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Single Course

Lifetime access to a single course

£89

One-time payment.

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All Courses Access

3,784 videos across 427 playlists in our Boost plan.

£449

Billed annually.

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All Courses & Company data

Advanced analytical tools for 7,000 firms in our Pro plan.

£699

Billed annually.

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3000+ students enrolled

2.5

Hours to Complete

Topics

Practical exercises

Portfolio Performance includes

Portfolio Performance

| skills-certificate

Portfolio Performance

| Skills Certificate

2.5

Hours

Practical exercises

Learn to measure the returns and risks in a portfolio. Increase your accuracy when comparing with appropriate benchmarks.

Modern Portfolio Theory

11 video minutes

3 excel exercises

Video minutes 11

Excel Exercises 3

Modern portfolio theory
CAPM
Security market line

Portfolio Risk

11 video minutes

3 excel exercises

Video minutes 11

Excel Exercises 3

Loss of principle, sovereign risk, purchase power risk
Interest rate risk, liquidity risk, credit risk
Geopolitical risk, reinvestment risk, currency risk

Portfolio Risk and Return

2 video minutes

0 excel exercises

Video minutes 2

Excel Exercises 0

Portfolio risk measures (recap)
Covariance and correlation
Portfolio expected returns and standard deviation

Portfolio Performance

12 video minutes

4 excel exercises

Video minutes 12

Excel Exercises 4

Components of return
Absolute and relative performance
Rolling returns
Time weighted and dollar weighted returns

Risk Adjusted Measures

12 video minutes

0 excel exercises

Video minutes 12

Excel Exercises 0

Alpha
Sharpe ratio
Treynor ratio
Information ratio

Benchmarks

7 video minutes

0 excel exercises

Video minutes 7

Excel Exercises 0

Benchmarks intro
Properties of a valid benchmark
Types of benchmarks

Attribution Calculations

6 video minutes

0 excel exercises

Video minutes 6

Excel Exercises 0

Attribution analysis intro
Types of attribution analysis

Overview of Behavioural Finance

8 video minutes

0 excel exercises

Video minutes 8

Excel Exercises 0

Behavioural finance intro
Heuristic-driven biases
Frame dependence

Learn from our expert instructors

Alastair Matchett

–

Ex-J.P. Morgan

Andrea Ward

–

Ex-Lehman Brothers

Gerard Kelly

–

Ex-Ernst & Young

Deborah Taylor

–

Ex-Barclays director

Petter Ljunggren

–

Ex-Goldman Sachs

Jonathan Rugg

–

Ex-Lloyds private banking

Andrew Jones

–

Ex-Standard Bank

Learn more about our full faculty

Wall Street Recognized Certification

Established on Wall Street, Financial Edge has taught at the biggest bulge-bracket firms since 2016, and now we offer that very same training online for you. It’s no secret that banking is fiercely competitive, which is why our Wall Street recognized certification is designed to let your employers know you have the skills to succeed.

Learn more about our certification

What Our Students Say

Get Portfolio Performance Skills Certificate

Single Course

Get lifetime access to this course!

£89

Single purchase

Start learning

Single purchase includes:

Lifetime access
Expert instructor support

Boost Plan

Includes full access to all certified courses.

£449

Billed annually

Expand skills

Boost includes:

184+ hours of instructor-led learning
Search across 350+ playlists, 3000+ videos and Q&As
Role-focused pathways
Expert instructor support

Pro Plan

Full Felix access including all learning content and data features.

£699

Billed annually

Maximize potential

Pro includes:

Everything in the Boost plan
Streamlined company data
Current and historic filings for over 7000 companies
Market and industry data
Ready-to-use sector and transaction models

Compare plans

	Single Course	Boost Plan	Pro Plan

Completion certificates		38	38
Skills certificates	1	51	51
Micro-degrees		12	12
Lifetime access to course
Expert instructor support
Practical exercises to work alongside videos and quick quizzes to test your understanding
Searchable library of 370+ playlists, 3500+ videos and Q&As
10 role-based learning pathways, including Investment Banking, Equity Research, Sales and Trading and more
Weekly live webinars
Streamlined company data (WACC. & EV bridge calculator, custom comparables)
Current and historic filings for over 7,500 firms globally
Current and historic filings for over 4,000 US firms
Link to, label and share data points in filings (limited to 10 for Free and Boost users, unlimited for Pro)
Regional and industry data sets
Ready-to-use sector and transaction models

	Single course £89 Start learning	Boost £449/year Expand skills	Pro £699/year Maximize potential

Frequently Asked Questions

What tech do I need?

Access your course across desktop, laptop, tablet or phone; either via our web portal or the dedicated mobile app. While we have optimized our video quality and size, we recommend a broadband connection to enable uninterrupted video playback. A PDF reader and spreadsheet application are required to open the supporting resources.

Is it right for me?

Our online courses reflect the training new analysts receive at the leading financial organizations. They're challenging, but if you want to demonstrate you are as good as the best in the industry then this is the course for you. The top investment banks will recognize our micro-degree certifications, making them perfect for graduates looking to land a job or a professional preparing for a new role.

Are Financial Edge's courses credible?

The leading investment banks, as rated by the FT, hire us to train their incoming analysts. If you are looking to join the best analysts in the world, why not challenge yourself with the same content and certification with the same Wall Street instructors ready to answer your questions.

Will the Portfolio Performance help me get a job?

Absolutely. Develop practical skills you can use to impress at interviews, whether you’re looking to break into finance or change roles.

How long do I have to complete the Portfolio Performance ?

Everyone works at their own pace so there's no restrictions, all you need is an active Felix plan for the course you are completing. All Felix plans renew annually.

Are there any hidden costs?

No. Everything you need is included, from instructor-led videos and Excel exercises to the exams.

What support will I get along the way?

Our expert instructors are standing by to answer questions and help you develop a detailed understanding of finance complexities. Our technical support team are also ready to help with any system problems.

What is the difference between a Felix subscription and buying a single course?

Purchasing a single course gives you lifetime access to that one program. Purchasing a yearly Boost or Pro Felix subscription gives you access to our full library of 50+ certifications for the duration of your subscription. With a Pro plan, you’ll also be able to access our streamlined company and market data alongside productivity tools.

Visit our FAQ page for more