Portfolio Risk Analysis

Overview

The Portfolio Risk Analysis template (click to download) can be used for the following purposes:

• Analyzing portfolio risk metrics such as Upside, Downside, MPT statistics, and more vs a custom benchmark 

Below is an example section of the Portfolio Risk Analysis report:

How it works

1. Enter Portfolio Holdings & Benchmark

On the "Risk" tab, enter the portfolio and benchmark tickers in the cells shaded blue in column B. Then in column E, enter the portfolio and benchmark weights

3. Print or Save the report as a PDF

First, click on the tab you'd like to print or create a PDF for. Then, click the File button and select Print or Export to save as a PDF.

*PLEASE NOTE: Do not delete or add any rows in the spreadsheet. Only delete the contents within a cell. This will ensure the spreadsheet will calculate all the data properly. 

Specifications and Details

Risk Metrics

All metrics are calculated over a five year lookback period.