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Risk adjusted performance

MC
Marcus CrahanJune 03, 25 | Posted in General

The sortino calculation generates a ratio per day over the specified period.

Does this mean that the MAR is the minimum acceptable return per day (365)?

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DS
Just checked, and MAR should be an annualized value, that is, the expected return per year. I’ve made a note to improve the description of this field, as it’s not very clear at the moment.

MC
Marcus CrahanJune 03, 25

Hello Dmitry:

Thanks for improving this point.

I am attempting to reverse engineer your Sortino calculation so I have confidence in the ratio calculated for stocks that I own that are not in your database. So I appreciate your patience answering my questions. Using the holding FLDR as an example, portfoliolabs calculates the Sortino (1Y) = 7.7 in the stock comparison tool. What is the MAR that was used by the tool? Also each month for the trailing twelve months resulted in a monthly excess return which is positive, so downside risk is zero. Sortio raio would be infinity yet the tool derives 7.7. How is this possible?


Yes, that's right, Sortino can indeed go to infinity in some cases when there's no downside volatility. However, we use daily returns as the basis for calculation, and the ticker you mentioned had periods of negative daily returns over the past twelve months, so the Sortino ratio is finite in this case.

Please also feel free to send us a list of tickers that are missing on PortfoliosLab, and we’ll add them to our database.



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