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Information Ratio

Active return divided by tracking error.

The IR measures how much excess return a manager earns per unit of risk taken relative to a benchmark. An IR above 0.5 is solid; above 1.0 is exceptional and rare. It is the key yardstick for active managers.

Formula / theory

IR = (R_p − R_benchmark) / TrackingError

In Python

active = port_ret - bench_ret
ir = active.mean() / active.std() * (252 ** 0.5)

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