Portfolio Management Excel Calculations
Budget: $8 – $15 USD
I'm in need of a freelancer who can help me with some basic financial management calculations in excel comparing indices vs a benchmark over historical periods of time (T12, 1yr, 3yr, etc). I have all of the data in monthly and annual formats.
Some of the calculations I would like completed are annualized returns, cumulative returns, volatility, sharpe, compound annual returns, rolling averages, etc.
Some of the calculations I would like completed are annualized returns, cumulative returns, volatility, sharpe, compound annual returns, rolling averages, etc.