Portfolio Management Financial Models & Templates | Page 2

Excel Calculators

Calculate M2 (Modigliani-Modigliani) ratio to measure risk-adjusted portfolio performance in percentage terms vs the market...

Excel Calculators

Professional Excel template to calculate Jensen's Alpha, measuring portfolio performance vs CAPM risk-adjusted expectations.

Excel Calculators

Professional Excel template for implementation shortfall analysis. Decompose trading costs into explicit, realized, delay, and...

Excel Calculators

Professional Excel template for calculating geometric mean returns, volatility drag, and true compounded investment performance.

Excel Calculators

Calculate holding period return, dollar gain, and annualized return with this editable Excel template. Includes...

Excel Calculators

Professional Fama-French factor model Excel template. Calculate expected returns using three-factor or five-factor models with...

Excel Calculators

Calculate DPI, RVPI, and TVPI multiples per ILPA/GIPS standards. Track fund-level LP returns with live...

Excel Calculators

Benchmark PE returns against public markets with this PME Excel template. Calculate the Kaplan-Schoar ratio,...

Excel Calculators

Calculate 2-and-20 hedge fund fee impact on net returns. Model management fees, incentive fees, and...

Excel Calculators

Calculate covariance from correlation and standard deviations. Essential input for portfolio variance and risk analysis.

Excel Calculators

Model endowment sustainability using Yale/Stanford smoothing. Projects spending, terminal value, and real growth over 1-50...

Excel Calculators

Compare Buy-and-Hold, Constant-Mix, and CPPI strategies side-by-side. Model 4-period scenarios with live Excel formulas.