Forum Discussion
Portfolio Returns calculation
I have a table with the returns per month of a portfolio and the corresponding dates.
What I need to do is to calculate the quarterly and yearly returns for each month as per the attached table
I have only calculated every 3 months and once a year on the table for visual simplicity, however, i have to do it for every single month
The calculation for the quarterly and yearly returns are the following:
DIVIDE(return in t , return in t-3) - 1
DIVIDE(return in t, return in t-12) -1
So far i have been able to get the return for t-3 and t-12 using
EOMONTH(Date,-3)
Any ideas how to be able to calculate the return in PowerPivot in such way that i have a column for each metric?
1 Reply
- v-yulgu-msftMicrosoft Employee
Hi mscandizzo,
It seems that this question is more related to PowerPivot, please post threads on Power Pivot Forum so that you can get more professional advice.
Regards,
Yuliana Gu