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Tracking Error and Information Ratio Calculator

Two portfolios with similar total returns can take very different paths relative to the same benchmark. Tracking error measures variation in those active returns, while the information ratio compares their arithmetic average with that variation. This calculator uses the return pairs you enter and an explicit observation frequency. It is useful for checking whether a strategy's measured outperformance is large relative to its benchmark deviations, while preserving the distinction between a sample statistic and evidence of future skill.

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Build one active-return series

For each aligned row, active return aᵢ equals portfolio return minus benchmark return. Let μa be its arithmetic mean and sa its sample standard deviation, using N − 1 in the variance denominator. With P observations per year, annualized tracking error equals sa × sqrt(P). The arithmetic information ratio equals (μa/sa) × sqrt(P). Both use the same active-return series, so a risk-free rate does not enter either calculation.

Check the annualization with three observations

Suppose monthly active returns are 0%, 1%, and 2%. Their mean is 1 percentage point and sample standard deviation is also 1 percentage point. With P = 12, tracking error is approximately 3.464% annually and the information ratio is approximately 3.464. These intentionally simple values demonstrate the arithmetic. Three monthly observations would be far too little history to regard this unusually high sample ratio as stable.

Distinguish no variation from no risk

If every active return is identical, sample tracking error is zero and the information ratio has no finite denominator. The portfolio may still be volatile in absolute terms because the benchmark can move substantially. Square-root annualization assumes a time-scaling structure that autocorrelated returns may violate. The calculation also treats unusually strong outperformance as variation. Review the observation count, actual active-return path, and benchmark suitability before comparing ratios produced from different samples or reporting frequencies.

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