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Rolling Returns
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This is an Excel template that creates a custom Rolling Returns chart using annual data that you provide. You can use it to study the performance of your favorite funds or visualize the results of your own calculations.
NOTES
- Requires the most recent Microsoft Excel. You can use it online with a free Office account, but desktop use requires Microsoft 365 to enable the latest functions.
- Source data not included.
- Read the walkthrough, try the free sample, and contact me with any questions. I'm happy to help!
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