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Portfolio Risk & Return Analysis

This project analyzes the risk and return characteristics of a simple equity portfolio using historical market data.

The focus is on understanding how assets behave individually and together, rather than on forecasting prices.


What this looks at

  • historical returns and volatility
  • risk–return tradeoffs across assets
  • correlations and diversification effects
  • portfolio-level performance and drawdowns

Data

Daily adjusted close prices are pulled using yfinance for a small set of large-cap equities and an index ETF.

Returns are computed from price data and annualized using standard market conventions.


Analysis

The pipeline:

  • computes daily and annualized returns
  • estimates volatility and Sharpe ratios
  • evaluates correlations between assets
  • tracks cumulative portfolio performance
  • calculates maximum drawdown

Results are saved as plots for quick review.


Running the analysis

python -m venv .venv
pip install -r requirements.txt
python runAnalysis.py

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