When calculating the CAGR, you must first add the periods and the values for each period. To do this, you need a column focused on Years and another column focused on the Amount. If you are still ...

How to calculate a conditional running total using a PivotTable in Excel Your email has been sent An expression to return a simple running total in Excel is easy — a few references and you’re done. A ...

Time-weighted return (TWR) calculates an investment portfolio or fund’s performance while accounting for external cash flows. Investment funds usually have money flowing in or out at various times.