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Calculating Total Return
I have a series of monthly returns (%) for an investment portfolio (let's
call them x,y and z). I would like to convert them to a total return (TR) such that TR=(1+x)*(1+y)*(1+z)-1. But there are a lot of them and I dont want to have to type such a gigantic formula. Also, I would like it to be maleable, so that I can select a range (say the last 3 yrs of monthly returns) to get the TR and then simply expand the selection to get the TR of the last 5 yrs of monthly returns. Any ideas? |
#2
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Calculating Total Return
Use SUMPRODUCT. Here is a link to a very similar question asked
yesterday in another group: http://groups.google.com/group/micro...74cf4bc56b298a Hope this helps. Pete On Aug 22, 1:12*am, TimH wrote: I have a series of monthly returns (%) for an investment portfolio (let's call them x,y and z). *I would like to convert them to a total return (TR) such that TR=(1+x)*(1+y)*(1+z)-1. *But there are a lot of them and I dont want to have to type such a gigantic formula. *Also, I would like it to be maleable, so that I can select a range (say the last 3 yrs of monthly returns) to get the TR and then simply expand the selection to get the TR of the last 5 yrs of monthly returns. *Any ideas? |
#3
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Calculating Total Return
Pete_UK wrote:
Use SUMPRODUCT. Here is a link to a very similar question asked yesterday in another group: http://groups.google.com/group/micro...74cf4bc56b298a Hope this helps. Pete On Aug 22, 1:12 am, TimH wrote: I have a series of monthly returns (%) for an investment portfolio (let's call them x,y and z). I would like to convert them to a total return (TR) such that TR=(1+x)*(1+y)*(1+z)-1. But there are a lot of them and I dont want to have to type such a gigantic formula. Also, I would like it to be maleable, so that I can select a range (say the last 3 yrs of monthly returns) to get the TR and then simply expand the selection to get the TR of the last 5 yrs of monthly returns. Any ideas? Excellent reference, Pete! |
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