Portfolio Beta Calculator
Portfolio Beta Calculator: Measure Your Market Risk Exposure
Calculate your portfolio's weighted-average beta to understand overall market sensitivity. See what a 10% or 20% market move would mean for your holdings.
February 15, 2026
You know each stock's beta, but what about your entire portfolio? A collection of high-beta growth stocks might give you a portfolio beta of 1.4 — meaning a 10% market decline could hit your portfolio by 14%. Understanding your aggregate market exposure is essential for managing risk, especially heading into uncertain markets.
Try It: Portfolio Beta Calculator
Enter your holdings with their portfolio weights and individual betas. The tool calculates your weighted-average portfolio beta and shows what different market scenarios would mean for your portfolio.
What Beta Tells You
- Beta = 1.0: Moves with the market. A 10% market move → ~10% portfolio move.
- Beta < 1.0: Less volatile than the market. Utilities, consumer staples, and healthcare tend to have betas of 0.5-0.8.
- Beta > 1.0: More volatile than the market. Tech, biotech, and small-cap growth stocks often have betas of 1.2-1.8.
Managing Portfolio Beta
If your portfolio beta is higher than you are comfortable with, you can reduce it by:
- Adding low-beta positions — defensive sectors, dividend aristocrats, or consumer staples.
- Trimming high-beta positions — reduce overweight in speculative growth or cyclicals.
- Increasing cash allocation — cash has a beta of zero and directly lowers portfolio beta.
Screen by Beta
- Find low-beta defensive stocks for portfolio stability.
- Or explore high-beta growth stocks if you want to amplify market exposure.
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