Calculating Total Return

  • Thread starter Thread starter TimH
  • Start date Start date
T

TimH

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?
 

Ask a Question

Want to reply to this thread or ask your own question?

You'll need to choose a username for the site, which only take a couple of moments. After that, you can post your question and our members will help you out.

Ask a Question

Back
Top