Beta Calculator Excel Model
  • Beta Calculator Excel Model
  • Beta Calculator Excel Model
  • Beta Calculator Excel Model
  • Beta Calculator Excel Model
Originally published: 30/07/2019 08:04
Last version published: 06/09/2019 21:33
Publication number: ELQ-17362-3
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Beta Calculator Excel Model

User-friendly Excel tool to calculate the beta for up to 3 shares using monthly pricing data for past 5 years

Description
PURPOSE OF MODEL

User-friendly Excel model for the calculation of Beta metrics for up to 3 shares. The tool calculates beta using monthly historic pricing data for the past 5 years. It follows best practice financial modelling principles and includes instructions and line item explanations.


KEY OUTPUTS

The key outputs include:
- Raw beta, adjusted beta and unlevered beta for each of the 3 shares
- Average monthly return, standard deviation and R-squared
- Charts comparing share returns against market returns


KEY INPUTS

Inputs include:
- Share and market index names
- Latest month
- Currency
- Debt/equity ratios
- Effective tax rate
- Monthly pricing data for past 5 years


MODEL STRUCTURE

The model contains, 3 tabs:
- A 'Front Sheet' containing a disclaimer and instructions;
- An Input tab for all the user-defined data inputs
- A results tab for presentation of all the outputs


KEY FEATURES

Other key features of this tool include the following:
- The tool follows best practice financial modelling guidelines and includes instructions and line item explanations;
- The Tool calculates beta using historic monthly pricing data for the past 3 years;
- Shares, market index, currency and latest period are fully customisable;
- The model includes instructions and line item explanations


MODIFICATIONS

If you require any be-spoke modifications to the tool, we are more than happy to assist with this. Please send us a message through the Eloquens site or contact us on: hello@useprojectify.com


ABOUT PROJECTIFY

We are a small team of financial modelling professionals with experience working in Big 4 Business Modelling teams and strong experience supporting businesses with their financial planning and decision support needs. Our aim is to provide robust and easy-to-use tools that follow best practice financial modelling guidelines and assist individuals and businesses with common financial planning and analysis processes.

We are keen to make sure our customers are fully satisfied with the tools / models they purchase and will be more than happy to assist with any questions or support required following or in advance of purchase.

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Further information

Calculate Beta Metrics for up to 3 shares

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