How do I compare a compound return on my portfolio to the S&P 500, the Dow, and NASDAQ?

Question

Using regression analysis in Excel

Answer 1

You don't need a regression to do that. You can just divide the ending value by the beginning value to get the total return. You can then annualize it by raising it to the (1/T) power (where T is the number of years). Subtract one and you have the compound rate of return.

If you are supposed to do a regression, then I suspect that you are stating the problem incorrectly.

Answer 2

I don't know about Excel. But you can create and enter your portfolio and transaction details on smartmoney.com, then click on "benchmark", it will automatically compare your portfolio performance to S&P, Dow and Nasdaq