Unannualise an XIRR results

mudassirj711

New Member
Joined
Aug 29, 2024
Messages
1
Office Version
  1. 365
Platform
  1. Windows
Hello people,

I have calculated and IRR using the XIRR formula. I need to unannualise the result. Can you please help me out. The data used is as per the below table.

Thanks

DateAmount
30-Jul-24​
(8,052)
30-Jul-24​
(4,762)
2-Aug-24​
(2,096)
5-Aug-24​
(2,096)
5-Aug-24​
(4,762)
7-Aug-24​
(1,673)
8-Aug-24​
(966)
9-Aug-24​
(1,570)
9-Aug-24​
(900)
15-Aug-24​
(5,109)
5-Aug-24​
4,766
5-Aug-24​
2,097
15-Aug-24​
1,675
15-Aug-24​
967
15-Aug-24​
1,571
15-Aug-24​
900
29-Aug-24​
20,089
XIRR
5.52%​
 

Excel Facts

How to change case of text in Excel?
Use =UPPER() for upper case, =LOWER() for lower case, and =PROPER() for proper case. PROPER won't capitalize second c in Mccartney
XIRR returns a periodic return not an annualized return. Not sure how you get 5.52% from that data (I got 5.40%) but that's the return from MinDate to MaxDate.

To annualize that return: (1+5.52%)^(365/(MaxDate-MinDate)) - 1
 
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