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Performance metrics

Beta

Trading beta is how much your portfolio swings with the broader market — a beta of 1.5 means your equity curve moves 1.5x SPY, useful for sizing leverage.

Beta is the regression coefficient of your returns against a benchmark — usually SPY for US equity traders. A beta of 1.0 means your portfolio moves dollar-for-dollar with the benchmark; a beta of 1.5 means it swings 1.5× as much in either direction.

Practical use: if you're running long-biased equity strategies, beta tells you how much of your P&L is just market exposure (which you could replicate by buying SPY) versus actual stock selection. A long-only fund with a beta of 1.2 in a bull market hasn't necessarily demonstrated skill — it's just been levered to the index.

Beta also flags hidden leverage. A portfolio of two-times-levered ETFs sized at 100% of account has an effective beta of 2.0 and the daily P&L swings to match. Most retail blowups happen not because of bad picks but because the implicit beta of the book was much higher than the trader realized.

Beta is sample-dependent and unstable. The same stock can have a beta of 0.8 over one year and 1.4 over the next — particularly true for cyclicals, regional banks, and small caps. Beta computed on a single quiet bull market is a lower bound on what you'll see in the next regime change.

Not financial advice. This page describes a commonly-used trading concept for educational purposes. It is not a recommendation, does not predict performance, and is not personalized advice. Past performance does not guarantee future results.