UNIT 3
Sharpe / Sortino
Sharpe scales excess return by total volatility; Sortino penalizes downside variation.
Return qualitySharpe 1.3Check tails
How efficiently a return stream used measured risk.
- Comparing similar strategies
- Screening portfolios
- Assumes the sample is representative
- Can hide skew and stale pricing
Treating a single ratio as a complete verdict.
Risk-adjusted ratios are useful summaries but are sensitive to frequency, window, and return distribution.
60-SECOND CHEAT SHEET
Remember this.
- 1Sharpe = excess return ÷ volatility
- 2Sortino focuses downside
- 3Inspect the distribution