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Financial Analysis

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Category – Financial Analysis

Financial analysis is the process of evaluating a company's financial statements to assess its performance, profitability, and investment potential. In trading, financial analysis helps traders determine the financial health of companies, analyze stock valuations, and forecast future earnings. Common tools include ratio analysis (e.g., P/E ratio, ROE) and cash flow analysis. Traders rely on financial analysis to make informed investment decisions, helping them evaluate risk, optimize strategies, and identify potential growth opportunities.

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DISTRIBUTION OF RETURNS

Distribution of Returns shows the frequency and range of returns over a specified period. It helps identify patterns, volatility, and the risk-return profile of the trading strategy.

ALPHA (PERFORMANCE RELATIVE TO MARKET)

Alpha measures the performance of an investment relative to a market index. A positive alpha indicates outperformance, while a negative alpha indicates underperformance compared to the benchmark.

CORRELATION WITH MARKET INDEX

Correlation with Market Index measures how an investment moves in relation to a market index. A correlation of 1 indicates perfect alignment, 0 indicates no relationship, and -1 indicates inverse movement.

PORTFOLIO VALUE

Portfolio Value is the total market value of all open trades, representing the combined worth of active positions based on current prices. It excludes cash and liabilities, focusing on the value of held assets.

RISK PARITY WEIGHTING

Risk Parity Weighting allocates portfolio assets to achieve equal risk contribution.

FREE CASH FLOW (FCF)

Free Cash Flow (FCF) represents cash remaining after operating and capital expenses, showing liquidity and growth potential.

RISK-ADJUSTED RETURN

Risk-Adjusted Return is a percentage measure of profitability relative to risk taken. It uses weighted averages at the trade and portfolio levels to reflect strategy efficiency and performance.

RETURN ON INVESTMENT (ROI)

Return on Investment (ROI) is a percentage measure of profitability relative to investment. It uses weighted averages at the trade and portfolio levels to ensure accurate performance evaluation, emphasizing larger investments.

RISK FREE RATE

Risk-Free Rate represents the return on an investment with zero risk, often based on government bonds or other risk-free assets, providing a benchmark for evaluating risk-adjusted returns.

VOLATILITY

Volatility measures the degree of variation in returns over time, reflecting the level of risk and uncertainty associated with a transaction, trade, or portfolio.

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