FINA 363 Formulas

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Last updated 8:56 PM on 9/22/26
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14 Terms

1
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Holding Period Return (HPR)

(Price Sold- Price Paid + Income)/ Price Paid

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EAR

(1+ APR/n) ^n - 1

3
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APR

Rate x n

4
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Bond Equivalent Yield (BEY)

Par - Price/ Price x 365/n

5
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Bank Discount Rate

Par - Price/ Par x 360/n

6
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Effective Annual Yield

(1+ Par - Price/ Price)^n - 1

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Equivalent Taxable Yield

Rate tbill/ 1-t

8
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Estimating Marginal Tax Rates

1 - rate tbill/ rate taxable

9
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Capital Gains Yield

Ending price- beginning price/ beginning price

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Dividend Yield

annual dividend/ share price

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% Margin

equity/value of stock

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margin call price (buy)

loan/shares x (1-MM)

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margin call price (short)

share price*(1+IMR)/(1+MM)

14
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