Portfolio Beta
Returns the portfolio beta, measuring sensitivity to market movements.
Syntax
=PortfolioBeta()Returns
number
Portfolio beta value
Examples
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
What does beta of 1.5 mean?
Portfolio moves 1.5x the market.
Excel Templates Using Portfolio Beta
These ready-made MarketXLS templates call PortfolioBeta() in their worksheet formulas. Open one to see the function working inside a complete model.
Related Formulas
More MarketXLS Portfolio Analytics formulas you can use in the same worksheet:
- Portfolio Efficient Frontier Chart
- Portfolio Efficient Frontier Data
- Portfolio Efficient Frontier Report
- Positive Period
- Sortino Ratio
- Value At Risk
- Wealth Index
- AIPortfolio Optimize
See PortfolioBeta used in a complete workbook: Charles Schwab Portfolio Management: Exporting Data to Excel for Advanced Analysis
Get Access to 1 Billion Usable Market data points IN YOUR EXCEL SHEETS WITH EASY TO USE EXCEL FUNCTIONS
Get started today
▶
How does MarketXLS work?