Beta

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How much you move when the market moves.

Quick Answer

What is Beta?

Beta measures how much a portfolio moves relative to the broader market. A beta of 1.0 means the portfolio matches market moves exactly; 1.5 means it amplifies them by 50%; 0.5 means it moves half as much. Beta is calculated by regressing portfolio returns on market returns — it is the slope of that regression line.

β = Cov(Rp, Rm) / Var(Rm)

Formula

β = Cov(Rp, Rm) / Var(Rm)
Rp, Rm = portfolio and market return series · the slope from OLS regression of portfolio returns on market returns

Beta is just the slope coefficient from regressing your portfolio's daily returns against the market's daily returns. The intercept of that regression is alpha.

Intuition — what is this number telling you?

Beta tells you how much market exposure you are running. A high-beta portfolio will outperform in bull markets and underperform in bear markets — both by larger margins than the index. Cash and bonds reduce portfolio beta; leverage and growth stocks raise it.

Beta only captures linear sensitivity to market moves. It does not capture tail risk (use kurtosis), nor the explanatory power of the relationship (use R-squared).

Worked example

Step-by-step

Over the past year, the S&P 500 moved an average of 0.04% per day with variance 0.0001. Your portfolio moved 0.06% per day with covariance to the S&P 500 of 0.00013.

Beta = 0.00013 / 0.0001 = 1.30

Your portfolio is 30% more volatile than the market on average. In a 20% S&P up year, you would expect roughly 26% return; in a 20% down year, roughly −26%.

What's a good Beta value?

Beta in itself is not "good" or "bad" — it indicates your risk profile:

BetaInterpretation
< 0Negatively correlated — rare; gold sometimes, short positions, inverse ETFs.
0 – 0.5Defensive: bonds, cash, utilities, consumer staples.
0.5 – 0.9Below-market sensitivity. Conservative allocations.
0.9 – 1.1Roughly market-tracking. Most index funds.
1.1 – 1.5Above-market sensitivity. Growth-tilted equity portfolios.
1.5 – 2.0Aggressive. Concentrated tech, leveraged ETFs.
> 2.0Highly leveraged or concentrated. Expect big swings either way.

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Related metrics

Alpha (Jensen's)  ·  R-Squared  ·  Treynor Ratio  ·  Beta Drift

Frequently asked questions about Beta

What is a good beta?

Depends on your risk tolerance. Beta of 1.0 matches the market; below 1.0 is defensive; above 1.0 is aggressive. There is no universally "good" beta.

How does Foliolytic calculate beta?

Daily portfolio returns regressed on daily S&P 500 total returns over a 1-year rolling window. We also report 3-year and full-history beta.

Why does my beta change over time?

Because your holdings change and individual stock betas drift. See Beta Drift for the phenomenon.

Can beta be negative?

Yes — for assets that move inversely to the market (gold sometimes, short positions, inverse ETFs). Negative beta is rare for diversified equity portfolios.

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