Portfolio Return is the gain or loss realized by an investment portfolio that contains several types of securities. It represents a weighted average of the assets’ returns.
This is an open-access Excel template in XLSX format that will be useful for anyone who wants to work as a Statistician, Financial Analyst, Data Analyst, or Portfolio Manager.
You can now download the Excel template for free.
Portfolio Return is among the topics included in the Portfolio Management module of the CFA Level 1 Curriculum.