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Match the actual period boundaries
Start and end dates, frequency and missing-observation handling should align. Two lists having the same length is not evidence that their corresponding rows describe the same period. Retain date or period keys in the worksheet.
Read the return construction
Price and total returns, gross and net returns, currency conversions, and raw and excess returns can differ. The tool does not fetch these definitions or convert a mixed basis into a compatible record.
Retain input choices
| Field | Review question |
|---|---|
| Period key | Which matching interval? |
| Income/costs | Included or omitted? |
| Currency | Common measurement basis? |
| Raw/excess | Was a matched risk-free series subtracted? |
| Benchmark | Which proxy? |
| Estimator | Equal weights and intercept? |
Enter the labeled representation
Both public fields expect percentage numbers. A return of 1% is entered as 1 or 1%, not an unlabeled decimal 0.01. Record any conversion before interpreting the resulting slope or intercept.