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

How to fill five years of quarters?
Type 1Q-2023 in a cell. Grab the fill handle and drag down or right. After 4Q-2023, Excel will jump to 1Q-2024. Dash can be any character.

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