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In this assignment, I'll get to use what I've learned this week to evaluate the performance among various algorithmic, hedge, and mutual fund portfolios and compare them against the S&P 500 Index.

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Module 4 Challenge: A Whale off the Port(folio)

Anvitha Chaluvadi

Background

You have been investing in algorithmic trading strategies. Some of the investment managers love them, some hate them, but they all think their way is best.

You just learned these quantitative analysis techniques with Python and Pandas, and you want to determine which portfolio is performing the best across multiple areas: volatility, returns, risk, and Sharpe ratios.

What You’re Creating

You need to create a tool (an analysis notebook) that analyzes and visualizes the major metrics of the portfolios across all of these areas, and determine which portfolio outperformed the others. You will be given the historical daily returns of several portfolios: some from the firm's algorithmic portfolios, some that represent the portfolios of famous "whale" investors like Warren Buffett, and some from the big hedge and mutual funds. You will then use this analysis to create a custom portfolio of stocks and compare its performance to that of the other portfolios, as well as the larger market (S&P 500 IndexLinks to an external site.).

About

In this assignment, I'll get to use what I've learned this week to evaluate the performance among various algorithmic, hedge, and mutual fund portfolios and compare them against the S&P 500 Index.

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