Portfolio Beta

Returns the portfolio beta, measuring sensitivity to market movements.

Examples

=PortfolioBeta()

When to Use

  • Market risk assessment
  • Hedging calculations
  • Portfolio construction

When NOT to Use

Scenario Use Instead
Total risk PortfolioVolatility()
Risk-adjusted return TreynorRatio()

Common Issues & FAQ

Q: What does beta of 1.5 mean? A: Portfolio moves 1.5x the market.

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MarketXLS Excel Add-in Tutorial - How to Use Portfolio Beta and Other Financial Formulas
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