Mastering the Information Ratio & Tracking Error in Excel

Join Ryan O'Connell, CFA, FRM, on a comprehensive journey through mastering the Information Ratio and Tracking Error using Excel, vital metrics for anyone involved in finance and investments. Discover the significance of the Information Ratio, learn how to download stock return data from Yahoo Finance, and dive into the calculation of daily and excess returns over benchmarks. Enhance your portfolio management skills by calculating annual returns, portfolio tracking error, and the Information Ratio, all within Excel. Whether you're managing ETFs, funds, or personal investments, this video is your ultimate guide to optimizing investment performance with precision and confidence.

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Chapters:
0:00 - Why Information Ratio Matters
1:43 - Basic Description of Our ETFs and Funds
3:01 - Download Stock Return Data from Yahoo Finance
3:53 - Calculate Daily Returns
4:36 - Calculate Excess Returns Over Benchmark
5:34 - Calculate Annual Return
7:56 - Calculate Portfolio Tracking Error
9:54 - Calculate Information Ratio in Excel
11:10 - 20% Off CFA & FRM Study Packages

*Disclosure: This is not financial advice and should not be taken as such. The information contained in this video is an opinion. Some of the information could be wrong. This channel is owned and operated by Portfolio Constructs LLC. Some of the links above are affiliate links, meaning, at no additional cost to you, I will earn a commission if you click through and make a purchase.