We show how to estimate the beta of a portfolio using two different methods in Excel. We also offer a visual interpretation of portfolio beta using a scatterplot and regression line.
Here's the video tutorial that reviews four different methods for calculating beta for a single asset:
• Calculating beta in Excel / Analyzing stoc...
And, if you'd like to download the Excel spreadsheet used in this tutorial, please follow this link:
www.initialreturn.com/excel-templates/
0:00 Intro
0:40 Step 1: Prepare the data
1:30 Step 2: Compute portfolio returns
2:25 Step 3: Use the SLOPE function to estimate portfolio beta
4:35 Visual interpretation of portfolio beta
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