[Series 66] 31, Measuring and Comparing Portfolio Returns

Podcast: Open Exam Prep · Ran Chen, EA, CFP®

Opublikowano: 2026-10-24

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: * How total return combines capital appreciation and income dividends or interest. * The difference between time-weighted return and dollar-weighted return when evaluating investment adviser management. * How risk-adjusted return measures such as the Sharpe ratio evaluate performance relative to total risk. * How Jensen's alpha measures portfolio return relative to expected return calculated by the c...