Compute the average return differential with and without


Given the monthly returns that follow, how well did the passive portfolio track the S&P 500 benchmark? Find the R2, alpha, and beta of the portfolio. Compute the average return differential with and without sign.

Month Portfolio Return S&P 500 Return

January 5.0% 5.2%

February −2.3 −3.0

March −1.8 −1.6

April 2.2 1.9

May 0.4 0.1

June −0.8 −0.5

July 0.0 0.2

August 1.5 1.6

September −0.3 −0.1

October −3.7 −4.0

November 2.4 2.0

December 0.3 0.2

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Financial Management: Compute the average return differential with and without
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