SphinxRisk

Rolling Sharpe

Whether the reward for the risk was steady or came from one good stretch.

In the demo portfolio -2.3 to 3.3

How it is computed here

The Sharpe ratio recomputed over every rolling window of 126 sessions, about six months.

Worked example

  1. The Sharpe ratio recomputed on every six-month window: 1,437 windows.
  2. It ranged from -2.3 to 3.3; one lifetime Sharpe of 0.41 hides that.

Demo portfolio: four invented companies, generated prices, measured by the real engine. Past returns do not predict future ones.

Where it misleads

A single lifetime Sharpe cannot distinguish a steady 1.2 from a 4.0 year surrounded by four flat ones. They are completely different things to own.

Was the risk worth it?