From Holdings to a Sector Table: Weights & Returns
This lesson is part of the course
In this lesson
You aggregate the fund's twelve holdings into six sectors with SUMIF and SUMPRODUCT, so the fund and the benchmark sit side by side: weight and return per sector, plus both total returns.
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Lessons in this course
- Time-Weighted Return with Cash Flows: Sub-Period Linking Locked
- Money-Weighted Return (XIRR) and Why It Differs from TWR Locked
- Active Return vs the Benchmark, Tracking Error & Information Ratio Locked
- From Holdings to a Sector Table: Weights & Returns Locked
- Brinson-Fachler Allocation Effect: Did the Sector Bets Pay? Locked
- Selection & Interaction Effects: Stock Picking Inside Each Sector Locked
- Linking Attribution over Several Periods (Simplified) Locked
- The Attribution Report: Totals, Contributors & a Bar Chart Locked