Blogs | User-Friendly Portfolio Analytics

Sharpe Ratio vs. Sortino Ratio: Which Matters More?

by Palance
on November 12, 2025

Sharpe Ratio vs Sortino Ratio: Evaluating Risk-Adjusted Returns Introduction When assessing investment performance, risk-adjusted returns are critical. Two commonly used metrics are the Sharpe Ratio ...

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investment subjects, such as portfolio management, market dynamics, asset classes, and beyond.

What is the Santa Claus Rally?

by Palance

The Santa Claus Rally: What It Is and Why It Matters The Santa Claus Rally is a well-known market phenomenon where stock prices tend to rise during the last five trading days of ...

Style Factor Analysis: How Retail Investors Can Use It Like Institutions

by Palance

Understanding Style Factor Analysis Style factor analysis helps investors identify the drivers of return and sources of risk across different asset classes. These drivers ...

Are All Hedge Funds the Same? Main Differences Explained

by Palance

Are All Hedge Funds the Same? Types, Strategies, and Key Differences Explained Hedge funds are often grouped together as a single alternative investment category, but in reality ...

Sharpe Ratio vs. Sortino Ratio: Which Matters More?

The Rise of Data-Driven Investing in 2026

Correlation vs Beta: What Are They and How to Use Them?

Are Real Estate Investment Trusts a Diversifier for Your Portfolio?

What is Peak-to-Trough Drawdown

Revenue Growth, EPS, FCF. ROE - do growth metrics matter?

P/E, PEG, P/B, P/S, P/FCF, PEG - do valuation metrics matter?

OpenAI vs Google: Which Is Better for AI?

Trump's Tariffs on China: What You Need to Know

Mind the Gap: What the Behaviour Gap Is (And How to Stop Falling Into It)

Powerful, professional, investment portfolio analytics.

Knowledge Base

What is the Santa Claus Rally?

Style Factor Analysis: How Retail Investors Can Use It Like Institutions

Are All Hedge Funds the Same? Main Differences Explained