Portfolio Performance
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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Access every course we offer with a Felix plan. Over 275 hours of learning content across 3,793 videos and counting.
£449 £269
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3,784 videos across 427 playlists in our Boost plan.
£449 £269
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Advanced analytical tools for 7,000 firms in our Pro plan.
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3000+ students enrolled
2.5
Hours to Complete
8
Topics
10
Practical exercises
Portfolio Performance includes
- Modern portfolio theory
- CAPM
- Security market line
- Loss of principle, sovereign risk, purchase power risk
- Interest rate risk, liquidity risk, credit risk
- Geopolitical risk, reinvestment risk, currency risk
- Portfolio risk measures (recap)
- Covariance and correlation
- Portfolio expected returns and standard deviation
- Components of return
- Absolute and relative performance
- Rolling returns
- Time weighted and dollar weighted returns
- Alpha
- Sharpe ratio
- Treynor ratio
- Information ratio
- Benchmarks intro
- Properties of a valid benchmark
- Types of benchmarks
- Attribution analysis intro
- Types of attribution analysis
- Behavioural finance intro
- Heuristic-driven biases
- Frame dependence
Portfolio Performance
| skills-certificate
Portfolio Performance
2.5
Hours
10
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
Portfolio Risk
11 video minutes
3 excel exercises
Video minutes 11
Excel Exercises 3
Portfolio Risk and Return
2 video minutes
0 excel exercises
Video minutes 2
Excel Exercises 0
Portfolio Performance
12 video minutes
4 excel exercises
Video minutes 12
Excel Exercises 4
Risk Adjusted Measures
12 video minutes
0 excel exercises
Video minutes 12
Excel Exercises 0
Benchmarks
7 video minutes
0 excel exercises
Video minutes 7
Excel Exercises 0
Attribution Calculations
6 video minutes
0 excel exercises
Video minutes 6
Excel Exercises 0
Overview of Behavioural Finance
8 video minutes
0 excel exercises
Video minutes 8
Excel Exercises 0
Learn from our expert instructors
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.
What Our Students Say
Get Portfolio Performance Skills Certificate
Single Course
- Lifetime access
- Expert instructor support
Boost Plan
ON SALE
Includes full access to all certified courses.
- 184+ hours of instructor-led learning
- Search across 350+ playlists, 3000+ videos and Q&As
- Role-focused pathways
- Expert instructor support
Pro Plan
ON SALE
Full Felix access including all learning content and data features.
- 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 | |||
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