Performance & Return

Sharpe Ratio

Definition

A measure of return per unit of risk calculated as excess return divided by the standard deviation of returns.

Why it matters

It allows comparison of portfolios or strategies on a risk-adjusted basis not just raw return.

What most investors miss

The gap between what the term means and how it is usually applied.

They compare raw returns without adjusting for risk. A higher return from a more volatile portfolio is not necessarily better.

How to read it

Use Sharpe ratio to compare strategies of different risk levels. A lower return with much lower volatility can be the better portfolio.

Multi-account lens

How this term reads differently across brokers and accounts.

Calculating Sharpe ratio across a fragmented portfolio requires consolidated return and volatility data. Neither is available from a single broker.

Diagnosis first, then workflow, then fit.

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