Risk Metrics

Treynor Ratio

Measures risk-adjusted return based on systematic risk (Beta) instead of total volatility.

Formula

Treynor = (Portfolio Return − Risk-Free Rate) / Beta

The Treynor Ratio is similar to the Sharpe Ratio but substitutes Beta (systematic risk) for standard deviation. This measures the excess return earned for each unit of market risk taken on, completely ignoring idiosyncratic (asset-specific) risk.

It is primarily used to evaluate fully diversified portfolios where idiosyncratic risk has been mostly eliminated. If a portfolio is perfectly diversified, Sharpe and Treynor give identical rankings.

A higher Treynor ratio indicates better performance relative to market beta exposure. In active management, it helps identify whether a manager is actually adding value or simply taking on amplified market risk.

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Disclaimer

The information provided by StressTest.pro is for educational and informational purposes only and does not constitute financial advice. Investment involves risk, including possible loss of principal. Past performance is not indicative of future results. Calculations are based on historical data and statistical approximations.