The statement indicates that your portfolio return for the


You just received your annual performance statement from your investment advisor.

The statement indicates that your portfolio return for the past year was up 25%. In addition, you noticed, within the statement, that the S&P rose 18%.

Also, the statement reflected that your portfolio had a beta of 1.25. Further on, you noticed that the risk-free rate of return was 1%. To your dismay, the statement did not provide what the risk-adjusted rate of return was for the year.

Therefore, you called your investment advisor for a clarification. The investment advisor provides you with the risk-adjusted rate of return.

Are you happy with the risk-adjusted portfolio performance? Explain fully. What is the portfolio's Jensen Measure?

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Financial Management: The statement indicates that your portfolio return for the
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