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
 

Vas7

New Member
Joined
Feb 18, 2021
Messages
5
Office Version
  1. 365
Platform
  1. Windows
Many thanks again. Very helpful!
 

Some videos you may like

Excel Facts

Spell Check in Excel
Press F7 to start spell check in Excel. Be careful, by default, Excel does not check Capitalized Werds (whoops)

Watch MrExcel Video

Forum statistics

Threads
1,127,516
Messages
5,625,252
Members
416,085
Latest member
Jlex

We've detected that you are using an adblocker.

We have a great community of people providing Excel help here, but the hosting costs are enormous. You can help keep this site running by allowing ads on MrExcel.com.
Allow Ads at MrExcel

Which adblocker are you using?

Disable AdBlock

Follow these easy steps to disable AdBlock

1)Click on the icon in the browser’s toolbar.
2)Click on the icon in the browser’s toolbar.
2)Click on the "Pause on this site" option.
Go back

Disable AdBlock Plus

Follow these easy steps to disable AdBlock Plus

1)Click on the icon in the browser’s toolbar.
2)Click on the toggle to disable it for "mrexcel.com".
Go back

Disable uBlock Origin

Follow these easy steps to disable uBlock Origin

1)Click on the icon in the browser’s toolbar.
2)Click on the "Power" button.
3)Click on the "Refresh" button.
Go back

Disable uBlock

Follow these easy steps to disable uBlock

1)Click on the icon in the browser’s toolbar.
2)Click on the "Power" button.
3)Click on the "Refresh" button.
Go back
Top