Log in
Choose your language

Portfolio Performance Analysis Course

Portfolio Performance Analysis Course
from 4 to 360h 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 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

As suas aulas são perfeitas. Adquiri o pacote de um ano e, finalmente, tenho a oportunidade de acompanhar diversos temas do meu interesse sem precisar mudar de plataforma... agradeço por tudo o que fazem, já recomendei vocês a outras pessoas...
Giulio Carlo
Giulio CarloAluno de Marketing Digital
Eu gosto de como as lições são direto ao ponto e como eu consigo alterar capítulos e pular conteúdos que não preciso.
Mariana Ferres
Mariana FerresAluna de Fotografia
Gosto do conteúdo e do modo de apresentação e transcrição de vídeos, o que acelera o processo!
Luciana Alvarenga
Luciana AlvarengaAluna de Design de Unhas
A plataforma é rápida, simples de usar. A diversidade de conteúdo e os vídeos complementares ajudam muito no aprendizado.
Giulio Carlo
Giulio CarloAluno de Engenharia de Prompt

FAQ

Who is Elevify? How does it work?

Do the courses have certificates?

Are the courses free?

What is the course workload?

What are the courses like?

How do the courses work?

What is the duration of the courses?

What is the cost or price of the courses?

What is an EAD or online course and how does it work?

PDF Course