Home |
Search |
Today's Posts |
#1
![]() |
|||
|
|||
![]()
I have return streams going down colums B through I
Dates are down column A I want colum J to give me the weighted return for the streams of returns. But it must re-allocate to funds that have performance and not count funds that do not. So the Dec-01 portfolio return should be 50% fund 2, and 50% Fund 3, and 0% fund 1 the allocations are in row 45 and should be flexible to be adjusted as needed. THANKS! Fund1 Fund2 Fund 3 Portfolio Dec-01 -1.88% 0.36% -0.51% Jan-02 1.51% 1.85% 1.12% Feb-02 0.06% 0.16% 0.07% Mar-02 -0.66% 0.63% -0.01% Apr-02 1.00% 1.20% 0.73% May-02 0.99% 1.40% 0.80% Jun-02 1.27% 1.20% 0.82% Jul-02 1.22% 0.06% 0.43% Aug-02 1.17% 1.02% 0.73% Sep-02 3.27% 1.70% 1.66% Oct-02 4.51% 1.03% 1.85% Nov-02 2.28% 1.50% 1.26% Dec-02 1.38% 0.79% 0.72% Jan-03 2.80% 1.58% 1.46% Feb-03 1.31% 1.00% 0.77% Mar-03 1.05% 0.18% 0.41% Apr-03 3.20% 0.71% 1.30% May-03 3.13% 0.58% 1.24% Jun-03 2.13% -1.32% -2.54% -0.58% Jul-03 3.33% -0.79% -1.94% 0.20% Aug-03 1.79% -0.40% -0.73% 0.22% Sep-03 2.98% 2.16% 3.12% 2.75% Oct-03 1.35% 3.83% 1.38% 2.19% Nov-03 2.27% 1.92% 1.12% 1.77% Dec-03 1.05% 1.36% 1.04% 1.15% Jan-04 1.32% 2.21% 0.88% 1.47% Feb-04 0.20% 0.07% -0.18% 0.03% Mar-04 1.19% 0.61% 0.77% 0.86% Apr-04 1.15% 0.55% -0.10% 0.53% May-04 -0.85% -0.97% -1.82% -1.21% Jun-04 -0.76% 0.03% -0.74% -0.49% Jul-04 0.92% 0.74% 1.25% 0.97% Aug-04 0.65% 0.59% 1.32% 0.85% Sep-04 2.87% 0.41% 0.20% 1.16% Oct-04 1.00% 2.11% -0.42% 0.90% Nov-04 1.65% 2.15% 0.85% 1.55% Dec-04 1.79% 1.40% 0.91% 1.37% Allocations 33.3% 33.3% 33.3% 100.00% |
Thread Tools | Search this Thread |
Display Modes | |
|
|
![]() |
||||
Thread | Forum | |||
Another Sumproduct & #N/A problem | Excel Worksheet Functions | |||
sumproduct help | Excel Worksheet Functions | |||
Sumproduct function not working | Excel Worksheet Functions | |||
GET.CELL | Excel Worksheet Functions | |||
adding two sumproduct formulas together | Excel Worksheet Functions |