Portfolio Beta

Returns the portfolio beta, measuring sensitivity to market movements.

Syntax

=PortfolioBeta()
Excel Desktop (Windows)

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

What does beta of 1.5 mean?

Portfolio moves 1.5x the market.

Get Access to 1 Billion Usable Market data points IN YOUR EXCEL SHEETS WITH EASY TO USE EXCEL FUNCTIONS

Get started today
MarketXLS Excel Add-in Tutorial - How to Use Portfolio Beta and Other Financial Formulas
▶
How does MarketXLS work?

Related Functions