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PORTFOLIO RISK

Sharpe Ratio

Measures excess return per unit of total volatility.

Formula

Sharpe = (R_p-R_f)/σ_p

Variables: Portfolio return; risk-free rate; portfolio volatility

What it means

Measures excess return per unit of total volatility.

Example

Return 8%, risk-free 3%, volatility 10% gives Sharpe 0.5.

How to interpret it

This concept should be read together with its market convention, measurement horizon and underlying instrument. BondStats presents it as an analytical reference rather than investment advice; instrument documentation and primary market rules remain authoritative.

BondStats reference content is independently written. Mathematical relationships, abbreviations and market conventions are presented for educational and analytical use.