Portfolio Return – Excel Template

Ivan Kitov
Ivan Kitov

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.

Some other related topics you might be interested to explore are Portfolio Risk and Holding Period Return.

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.