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Portfolio Performance Analysis Course

Portfolio Performance Analysis Course
4 to 360 hours flexible workload
valid certificate in your country

What will I learn?

This short, practical course shows you how to measure and explain portfolio performance with confidence. Learn to source and document market data, calculate returns, volatility, drawdowns, tracking error, and Sharpe ratios, then build a clear spreadsheet workflow. You also practice attribution basics and client-ready reporting, turning complex results into concise, professional explanations that stand up to scrutiny.

Elevify advantages

Develop skills

  • Performance attribution: pinpoint allocation and selection decisions that drove alpha.
  • Risk metrics mastery: compute volatility, drawdowns, tracking error, and Sharpe fast.
  • Practical Excel workflow: build reproducible return, risk, and attribution models.
  • Data sourcing for pros: collect, clean, and document indices, FX, and risk-free rates.
  • Client-ready reporting: turn complex portfolio stats into clear, persuasive insights.

Suggested summary

Before starting, you can change the chapters and the workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.
Workload: between 4 and 360 hours

What our students say

Your classes are perfect. I got the one-year package and finally have the chance to follow a range of topics I'm interested in without having to switch platforms... thank you for everything you do, I've already recommended you to others...
Giulio Carlo
Giulio CarloDigital Marketing Student
I like how the lessons get straight to the point and how I can switch chapters and skip content I don't need.
Mariana Ferres
Mariana FerresPhotography Student
I like the content and the way the videos are presented and transcribed, which speeds up the process!
Luciana Alvarenga
Luciana AlvarengaNail Design Student
The platform is fast and easy to use. The variety of content and the extra videos really help with learning.
Giulio Carlo
Giulio CarloPrompt Engineering Student

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