Reply
 
LinkBack Thread Tools Search this Thread Display Modes
  #1   Report Post  
Posted to microsoft.public.excel.misc
external usenet poster
 
Posts: 9
Default 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   Report Post  
Posted to microsoft.public.excel.misc
external usenet poster
 
Posts: 8,856
Default 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   Report Post  
Posted to microsoft.public.excel.misc
external usenet poster
 
Posts: 915
Default 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!
Reply
Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes

Posting Rules

Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are On
Pingbacks are On
Refbacks are On


Similar Threads
Thread Thread Starter Forum Replies Last Post
Calculating a sum with running total and replacement Mouse Excel Worksheet Functions 3 October 10th 06 12:36 PM
Calculating total time David Gartrell Excel Worksheet Functions 2 June 23rd 06 08:39 AM
calculating total time bcamp1973 Excel Discussion (Misc queries) 4 May 8th 06 07:32 PM
Calculating Overtime from Hours total Dreamweavn via OfficeKB.com Excel Worksheet Functions 6 April 29th 05 11:21 PM
CALCULATING CELLS AS A TOTAL EDDIE Excel Discussion (Misc queries) 4 December 23rd 04 04:27 PM


All times are GMT +1. The time now is 10:54 PM.

Powered by vBulletin® Copyright ©2000 - 2024, Jelsoft Enterprises Ltd.
Copyright ©2004-2024 ExcelBanter.
The comments are property of their posters.
 

About Us

"It's about Microsoft Excel"