decentdoobs
New Member
- Joined
- Sep 29, 2015
- Messages
- 1
Hi Everyone,
I'm using Excel 2007 on Windows 7
I'm not sure how to best describe this with the appropriate terminology. I appreciate the patience of you experts.
I have a range of monthly performance for a benchmark and my portfolio.
I am looking to identify periods where I can set the parameter (such as declines of -10% or more) and compare how a portfolio did vs the benchmark at that identified time period.
For Example, if I set the parameter/constraint to -10% or the formula will identify the beginning/ending month of the period that the benchmark had a 10% or more decline.
Then I will use that range to calculate the return.
I appreciate any assistance. Please let me know if I can clarify in any way.
Thank you!
I'm using Excel 2007 on Windows 7
I'm not sure how to best describe this with the appropriate terminology. I appreciate the patience of you experts.
I have a range of monthly performance for a benchmark and my portfolio.
I am looking to identify periods where I can set the parameter (such as declines of -10% or more) and compare how a portfolio did vs the benchmark at that identified time period.
For Example, if I set the parameter/constraint to -10% or the formula will identify the beginning/ending month of the period that the benchmark had a 10% or more decline.
Then I will use that range to calculate the return.
I appreciate any assistance. Please let me know if I can clarify in any way.
Thank you!