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  2. Drawdown (economics) - Wikipedia

    en.wikipedia.org/wiki/Drawdown_(economics)

    Put plainly, a drawdown is the “pain” period experienced by an investor between a peak (new highs) and subsequent valley (a low point before moving higher) in the value of an investment. [citation needed] The Maximum Drawdown, more commonly referred to as Max DD, is the worst (the maximum) peak to valley loss since the investment’s inception.

  3. Sterling ratio - Wikipedia

    en.wikipedia.org/wiki/Sterling_ratio

    If the drawdown is put in as a negative number, then subtract the 10%, and then multiply the whole thing by a negative to result in a positive ratio. If the drawdown is put in as a positive number, then add 10% and the result is the same positive ratio. [citation needed]

  4. Calmar ratio - Wikipedia

    en.wikipedia.org/wiki/Calmar_ratio

    Calmar ratio (or Drawdown ratio) is a performance measurement used to evaluate Commodity Trading Advisors and hedge funds. It was created by Terry W. Young and first published in 1991 in the trade journal Futures .

  5. Time-weighted return - Wikipedia

    en.wikipedia.org/wiki/Time-weighted_return

    The time-weighted return is a measure of the historical performance of an investment portfolio which compensates for external flows.External flows refer to the net movements of value into or out of a portfolio, stemming from transfers of cash, securities, or other financial instruments.

  6. Merton's portfolio problem - Wikipedia

    en.wikipedia.org/wiki/Merton's_portfolio_problem

    Merton's portfolio problem is a problem in continuous-time finance and in particular intertemporal portfolio choice.An investor must choose how much to consume and must allocate their wealth between stocks and a risk-free asset so as to maximize expected utility.

  7. Drawdown - Wikipedia

    en.wikipedia.org/wiki/Drawdown

    Drawdown (economics), decline in the value of an investment, below its all-time high; Drawdown (hydrology), a lowering of a reservoir or a change in hydraulic head in an aquifer, typically due to pumping a well; Drawdown card, used for testing paints and coatings through wet film preparation; Drawdown chart, paper used to test various coating ...

  8. Exposure at default - Wikipedia

    en.wikipedia.org/wiki/Exposure_at_default

    This value does not take account of guarantees, collateral or security (i.e. ignores Credit Risk Mitigation Techniques with the exception of on-balance sheet netting where the effect of netting is included in Exposure At Default). For on-balance sheet transactions, EAD is identical to the nominal amount of exposure.

  9. Microsoft Excel - Wikipedia

    en.wikipedia.org/wiki/Microsoft_Excel

    Microsoft Excel is a spreadsheet editor developed by Microsoft for Windows, macOS, Android, iOS and iPadOS.It features calculation or computation capabilities, graphing tools, pivot tables, and a macro programming language called Visual Basic for Applications (VBA).