Risk Measures

Instructions

The Risk Measures widget allows investors to view portfolio risk by a variety of measures, including Max Drawdown, Sortino Ratio, Sharpe Ratio, Alpha, Beta, and more.

To navigate to the Risk Measures widget, please take the steps outlined below.

  1. Select Performance & Reports > PortfolioAnalyst > Navigate to the Risk Measures widget.

    • Alternatively, click Menu in the top left corner > PortfolioAnalyst > Navigate to the Risk Measures widget.

  2. Select the blue arrow icon in the top right corner to view additional details.

    Image of the PortfolioAnalyst risk measures widget.

  3. A new page will populate with additional information regarding your risk measures.

    Image of the PortfolioAnalyst risk measures panel.

 

Additional Resources

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