Description

Introducing the “Up Capture & Down Capture Ratios – Excel Workbook,” meticulously crafted by renowned finance professional Ryan O’Connell, CFA, FRM. This Excel workbook is not just a tool; it’s your roadmap to understanding and leveraging up capture and down capture ratios, key indicators of how your investments perform during market upswings and downturns.

With a user-friendly interface, the workbook guides you step by step through the process of calculating daily returns, up rates, down rates, and ultimately, the up-market and down-market capture ratios. Whether you’re a seasoned investor or new to ETFs, this workbook simplifies complex financial concepts into actionable insights.

Features include:

• Detailed Definitions: Learn the fundamentals of up capture and down capture ratios with clear, concise explanations.
• Comprehensive Data Analysis: Follow along with a brief overview of ETF data and dive deep into calculating and cleaning up rates and down rates.
• Practical Exercises: Apply what you’ve learned with real-world ETF data, enhancing your ability to analyze and strategize.
• Expert Guidance: Benefit from the expertise of Ryan O’Connell, CFA, FRM, who brings his extensive knowledge and experience directly to your investment journey.

The “Up Capture & Down Capture Ratios – Excel Workbook” is more than just a file; it’s a valuable asset for anyone looking to refine their investment strategies and gain a competitive edge in the market. Download now and transform your approach to portfolio performance analysis.