Calculate 3M, 6M etc returns based on monthly returns

Vas7

New Member
Joined
Feb 18, 2021
Messages
5
Office Version
  1. 365
Platform
  1. Windows
Hope you are well.

I have a return series stretching back just over 3 years. As I add new monthly returns I would like to be able to automatically calculate 3-month, 6-month, 1-year returns using the most recent date as the reference point. I know this can be achieved through a combination of the PRODUCT and OFFSET functions but cannot for the life of me get the formulas right. Could someone point me to the correct syntax? For reference the returns are laid out as below, in a horizontal fashion

30-Nov-19​
31-Dec-19​
31-Jan-20​
28-Feb-20​
31-Mar-20​
30-Apr-20​
29-May-20​
30-Jun-20​
31-Jul-20​
31-Aug-20​
30-Sep-20​
30-Oct-20​
30-Nov-20​
31-Dec-20​
1.06%​
3.13%​
-0.45%​
-1.33%​
-2.72%​
1.68%​
1.07%​
0.75%​
0.99%​
0.75%​
-0.09%​
-0.47%​
2.54%​
1.08%​

Many thanks in advance
 

Excel Facts

Workdays for a market open Mon, Wed, Friday?
Yes! Use "0101011" for the weekend argument in NETWORKDAYS.INTL or WORKDAY.INTL. The 7 digits start on Monday. 1 means it is a weekend.

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