Portfolio Performance Analysis Course
Master portfolio performance analysis for professional investing. Learn to source market data, calculate returns and risk metrics, compare portfolios to benchmarks, and turn complex results into clear, client-ready reports and visuals.

from 4 to 360h flexible workload
certificate valid 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 workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.What our students say
Your classes are perfect. I got the one-year package and finally have the chance to follow several topics I'm interested in without having to switch platforms... I appreciate everything you do, I've already recommended you to others...

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 FerresPhotography Student
I like the content and the way the videos are presented and transcribed, which speeds up the process!

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 CarloPrompt Engineering Student
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