Portfolio Risk & Return

Expected Annual Return

The average yearly return the analysis estimates for the whole portfolio. Meridian takes each holding’s daily returns over the analysis window (the time horizon chosen in the analysis settings, one to ten years), blends them at the portfolio’s weights, and scales the average day up to a year. It is the reward half of every risk-and-return comparison on the page, and the starting point for the Monte Carlo simulation. Read it as a description of the past, not a promise: a window that happened to include a strong bull market shows a high figure, and the same holdings measured over a rougher stretch can show a much lower one. That is why it always sits beside volatility and maximum drawdown — a return means little until you know how bumpy the ride to it was.

Educational information, not investment advice. See it applied across the screener →