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Weighted Portfolio Beta Calculator — result sheet
Estimate portfolio beta by weighting the entered individual holding betas, with automatic transparent normalization.
Inputs used
Results
Visual chart
Breakdown
Calculation steps
Returned data table
Formula and methodology
Formula: Weighted portfolio beta = Σ(weightᵢ ÷ total weight) × betaᵢ.
This bottom-up tool estimates a portfolio beta from a list of holding weights and individual betas. It normalizes the entered weights so both 50,30,20 and 0.5,0.3,0.2 produce the same result. That makes it distinct from a covariance or regression beta calculator, which requires a time series of portfolio and market returns.
This result follows the calculator's declared inputs, precision, validation boundaries, and model limits.
Input contract
- Holding weights, comma-separated — % points or proportions
- Holding betas, comma-separated — beta
Worked example
| Input | Value |
|---|---|
| Holding weights, comma-separated | 50, 30, 20 |
| Holding betas, comma-separated | 1.2, 0.8, 1.5 |
The weighted portfolio beta is 1.14 from the three holdings.
Assumptions and limits
- Each weight is paired by position with the beta at the same position in the second list.
- Weights are nonnegative and are normalized by their entered total; they do not need to sum exactly to 100.
- Holding betas are already measured against the same market benchmark and definition; costs, leverage changes, options, and interactions are not modeled.
Calculator note
Source and methodology
Use the official WorldCalculate methodology policy for the source, formula, precision, and boundary standards behind this calculator.
Planning estimate, not financial, medical, legal, or professional advice. © WorldCalculate — reuse with attribution. Built and curated by Hassan ALRowaie.
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