Advanced portfolio analyticsPrompt 041
Measure risk-adjusted performance
Shows whether returns adequately compensated for risk.
Ready to ask
Prompt text
“Calculate the risk-adjusted performance of my portfolio over [period]. Show annualized return, volatility, Sharpe ratio, Sortino ratio and maximum drawdown. Compare results with an appropriate benchmark and explain where the comparison is imperfect.”
Context Silvia can use
Historical holdings, returns, cash flows and benchmark data.
What a strong answer includes
Metric table, benchmark comparison and limitations.
Useful follow-ups
- Use a different risk-free rate.
- Separate results by account and asset class.
Ask Silvia about your actual financial life
Connect the relevant accounts, add the goal or constraint that matters, and ask Silvia to show the evidence and assumptions behind the answer.