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#1
August 22nd 08, 01:12 AM posted to microsoft.public.excel.misc
 external usenet poster First recorded activity by ExcelBanter: Aug 2007 Posts: 9
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
August 22nd 08, 01:30 AM posted to microsoft.public.excel.misc
 external usenet poster First recorded activity by ExcelBanter: Jul 2006 Posts: 8,856
Calculating Total Return

Use SUMPRODUCT. Here is a link to a very similar question asked
yesterday in another group:

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
August 22nd 08, 02:14 AM posted to microsoft.public.excel.misc
 external usenet poster First recorded activity by ExcelBanter: Jul 2008 Posts: 915
Calculating Total Return

Pete_UK wrote:
Use SUMPRODUCT. Here is a link to a very similar question asked
yesterday in another group:

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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