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Risk-Adjusted Returns

Sharpe Ratio

Measures risk-adjusted return by comparing excess return to volatility. Named after William Sharpe (Nobel 1990). >1 is good, >2 is excellent.

Sharpe Ratio
0.53
Below Average

The Formula

Sharpe = (Rp - Rf) / σp

How It Works

function sharpeRatio(portfolioReturn, riskFreeRate, volatility) {
    // Excess return: return above risk-free rate
    const excessReturn = portfolioReturn - riskFreeRate;
    
    // Sharpe = excess return / volatility
    const sharpe = excessReturn / volatility;
    
    return sharpe;
}

// Interpretation:
// < 0.25   = Poor
// 0.25-0.5 = Below Average
// 0.5-0.75 = Average  
// 0.75-1   = Good
// > 1      = Excellent