Finance

Treynor Ratio Formula - Finance

Learn the treynor ratio formula with examples, step-by-step guide, and calculator tools. Assess portfolio performance relative to systematic market risk (beta), ideal for diversified portfolios

The treynor ratio formula is a fundamental concept in finance. Assess portfolio performance relative to systematic market risk (beta), ideal for diversified portfolios. This page provides a comprehensive guide with worked examples and practical applications.

The Formula

\[T = \frac{R_p - R_f}{\beta_p}\]

Variables

T
Treynor ratio (reward per unit of market risk)
R_p
Portfolio return (annualized)
R_f
Risk-free rate (benchmark for risk-free investment)
β_p
Portfolio beta (sensitivity to market movements)

Step-by-Step Guide

  1. 1

    Step 1: Gather your data values

  2. 2

    Step 2: Apply the formula

  3. 3

    Step 3: Perform the calculations

  4. 4

    Step 4: Interpret the result

Examples

Example 1

Example 1: [0.12,0.03,1.2] → Treynor Ratio = (12% portfolio return - 3% risk-free rate) / 1.2 portfolio beta = 7.5%

Example 2

Example 2: 0.075

Frequently Asked Questions

What is the treynor ratio formula?

Assess portfolio performance relative to systematic market risk (beta), ideal for diversified portfolios

How do I calculate treynor ratio formula?

Use the formula: T = \frac{R_p - R_f}{\beta_p}. Follow the steps provided above.

What tools can help with treynor ratio formula?

We provide online calculators: npv-calculator, irr-calculator, sip-calculator

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Treynor Ratio Formula - Finance | Yoopla