Portfolio Performance Analysis
Budget: $8 – $15 USD
I need a seasoned financial analyst to perform an in-depth investment analysis that focuses squarely on evaluating how my current portfolio is performing. The objective is to move beyond simple returns and dig into risk-adjusted metrics, sector and asset-class attribution, benchmark comparisons, and any hidden inefficiencies that may be eroding overall performance.
You will receive my latest statements and trade history (equities, ETFs, a few fixed-income positions). Using Excel, Bloomberg, Morningstar Direct, or any comparable professional toolset, please calculate historical and forward-looking KPIs—alpha, beta, Sharpe ratio, drawdowns, and volatility—and place them against an appropriate benchmark mix. I’m especially interested in uncovering positions that consistently lag their sector peers and quantifying the opportunity cost.
Deliverables
• A concise written report (PDF) summarizing your findings and methodology
• A dynamic spreadsheet or dashboard that lets me tweak assumptions or date ranges
• Clear, actionable recommendations on rebalancing or divesting under-performing holdings
Acceptance criteria
The report must reconcile to supplied statements, reference all data sources, and present conclusions that tie directly to the quantitative evidence you generate.
If you have experience producing similar analyses for private investors or small institutions, I’d like to see a sample excerpt or anonymized case study. Once we agree on scope, I can grant data access immediately so you can get started.
You will receive my latest statements and trade history (equities, ETFs, a few fixed-income positions). Using Excel, Bloomberg, Morningstar Direct, or any comparable professional toolset, please calculate historical and forward-looking KPIs—alpha, beta, Sharpe ratio, drawdowns, and volatility—and place them against an appropriate benchmark mix. I’m especially interested in uncovering positions that consistently lag their sector peers and quantifying the opportunity cost.
Deliverables
• A concise written report (PDF) summarizing your findings and methodology
• A dynamic spreadsheet or dashboard that lets me tweak assumptions or date ranges
• Clear, actionable recommendations on rebalancing or divesting under-performing holdings
Acceptance criteria
The report must reconcile to supplied statements, reference all data sources, and present conclusions that tie directly to the quantitative evidence you generate.
If you have experience producing similar analyses for private investors or small institutions, I’d like to see a sample excerpt or anonymized case study. Once we agree on scope, I can grant data access immediately so you can get started.