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How Not To Do Mean-Variance Analysis

Portfolio Management 2018-10-26 v1 Computational Finance

Abstract

We use the 2014 market history of two high-returning biotechnology exchange-traded funds to illustrate how ex post mean-variance analysis should not be done. Unfortunately, the way it should not be done is the way it generally is done -- to our knowledge.

Cite

@article{arxiv.1810.10726,
  title  = {How Not To Do Mean-Variance Analysis},
  author = {Vic Norton},
  journal= {arXiv preprint arXiv:1810.10726},
  year   = {2018}
}

Comments

22 pages

R2 v1 2026-06-23T04:52:10.916Z