Portfolio Beta Calculator

Beta is how much you tend to move with the index: 1.0 ≈ market-like, >1 more sensitive, <1 more defensive, negative means inverse.
Alpha is the part of your return above or below what the market (given your beta) would imply–often linked to stock selection or timing.
You can find a stock’s beta in your broker’s app, major finance sites, or company disclosures; note methods differ (lookback window, data frequency, benchmark). Pick one consistent figure and enter it.

Yes. The calculator uses your entered account equity as the base; margin leverage flows through naturally–given the same exposure, smaller equity implies a higher portfolio beta.

The options piece is a coarse delta-bucket approximation to gauge direction and magnitude; it’s helpful for a quick read, not a precise risk measure. For near-dated, deep-OTM, or highly volatile options, delta can change rapidly, so this method can be noisy and is not suited for fine-tuned risk control.

You’ll see Index-Weighted Impact (USD) and Portfolio Beta.
A larger impact means a bigger dollar swing for a 1% move in the index; a higher beta means your P/L is more sensitive to the market. Compare to your target beta, peers or benchmarks, and before-vs-after trade scenarios to guide rebalancing and risk control.

All calculations run in your browser.
Your inputs are not uploaded or stored and nothing is written to our server database. Closing or refreshing the page clears your entries (aside from your browser’s own autofill). For educational use only–not investment advice.