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Performance metrics

Information ratio

Information ratio is excess return divided by tracking error — the professional Sharpe variant allocators use to benchmark active managers against an index.

Information ratio = (portfolio return − benchmark return) / tracking error. Tracking error is the standard deviation of the return difference, not of the portfolio itself.

It is the metric institutional allocators reach for when deciding whether an active manager is actually beating their benchmark on a risk-adjusted basis. Sharpe asks 'is the absolute return worth the absolute risk?'; information ratio asks 'is the *excess* return over the benchmark worth the *active* risk you took to get it?'

Common benchmarks for active equity managers: an IR above 0.5 is good, above 1.0 is excellent, above 2.0 is rare and usually doesn't survive out-of-sample. Most active mutual funds run IRs near zero or slightly negative after fees — which is why passive index investing dominates retail allocation conversations.

Useful for journal traders who run long-biased strategies and want an honest read on whether they're adding value versus just holding SPY. Compute your returns net of what SPY did over the same window, divide by the standard deviation of your weekly outperformance, and you'll discover most edges are smaller than they feel. Calibration is uncomfortable but useful.

Not financial advice. This page describes a commonly-used trading concept for educational purposes. It is not a recommendation, does not predict performance, and is not personalized advice. Past performance does not guarantee future results.