{
    "id": "PRT-044",
    "category": "PRT",
    "title": "主動管理資訊比率",
    "question": "相對基準賺取的超額回報，是否足以補償偏離風險？",
    "chart": "line",
    "metric": "滾動資訊比率（倍）",
    "secondary": "年化追蹤誤差（%）",
    "x": "滾動窗口終點",
    "y": "滾動資訊比率（倍）",
    "panels": [
        "資訊比率走勢",
        "超額回報與誤差",
        "共同樣本"
    ],
    "filters": [
        "投資帳戶",
        "分析期間",
        "記帳幣別"
    ],
    "apis": [
        "EOD",
        "FX",
        "USER"
    ],
    "calculation": "組合與基準同口徑日回報差的年化平均值除年化標準差，按固定窗口計算。",
    "caveat": "需要用戶的持倉／交易／現金流或情境設定；EODHD 不提供券商帳戶。負值和短窗口不穩定；樣本、費用與基準需固定，不能作未來超額回報預測。",
    "data_class": "用戶資料",
    "complexity": "高",
    "audience": "專業",
    "reach": 5,
    "frequency": 6,
    "decision": 6,
    "clarity": 9,
    "sample_labels": [
        "窗口一",
        "窗口二",
        "窗口三",
        "窗口四"
    ],
    "cadence": "每日收市及用戶交易更新後",
    "sample_note": "僅用於合成視覺示意，並非真實行情或投資成果。",
    "category_name": "投資組合",
    "score": 59.5,
    "requires_user_input": true,
    "requires_extra_plan": false,
    "source_urls": [
        "https://eodhd.com/financial-apis/api-for-historical-data-and-volumes",
        "https://eodhd.com/financial-apis/list-supported-forex-currencies"
    ],
    "rank": 799,
    "stage": "P3",
    "svg_file": "mockups/0799-PRT-044.svg",
    "demo_fingerprint": "006367a99372132b",
    "collection": "catalogue",
    "sample_annotation": {
        "sample": true,
        "as_of": "2026-10-16",
        "notice": "Charts and tables for this report are generated, deterministic synthetic sample observations for educational layout and unit demonstration only. No provider, market data or analysis engine is called, and nothing here is a statement about real securities.",
        "notice_zh": "此報告的圖表與數據為確定性生成的合成示例數據，僅供教育及版面展示；並無連接任何資料供應商或實際分析引擎，不代表任何真實證券的表現。",
        "default_filters": {
            "symbol": "0700.HK",
            "period": "1Y",
            "benchmark": "HSI"
        },
        "filters": {
            "symbol": [
                "0700.HK",
                "0005.HK",
                "AAPL.US",
                "MSFT.US",
                "SPY.US",
                "BTC-USD.CC"
            ],
            "period": [
                "1Y",
                "3Y",
                "5Y"
            ],
            "benchmark": [
                "HSI",
                "SPX",
                "BTC"
            ]
        },
        "library": {
            "version": "2026-10-19",
            "source": "https://chatgpt.com/share/6ad67223-c610-83e8-adb2-33aaf792e584",
            "sample": true
        }
    }
}