Excess return – investment outperforms benchmark or risk-free rate. Learn its calculation, components, and impact on ...

Discover how to accurately calculate beta in Excel, understand its importance in finance, and ensure consistency by choosing the correct time periods for data analysis.

Downside risk refers to the potential for an investment to decrease in value. Unlike general risk, which considers both upward and downward price movements, downside risk focuses solely on the ...

When considering risk management in your portfolio it is important to recognize that a diversification strategy will serve as the heartbeat of a well-constructed portfolio and long-term financial plan ...

The start to 2025 saw a notable shift in market conditions, with volatility proving to be the only constant. Recent months serve as a stark reminder of how unpredictable markets can be, particularly ...

Bitcoin's (CRYPTO: BTC) volatility is well known, but Bitwise Chief Investment Officer Matt Hougan argues that when viewed within the context of a broader portfolio, the asset may improve performance ...

The long-run expected total return for the Global Market Index fell in February, sliding to an annualized 7.1% vs. the previous month’s 7.4%. The average forecast for American shares is still printing ...