English

Trading-profit attribution for the size factor

Portfolio Management 2016-01-29 v1

Abstract

An algorithm was recently introduced by INTECH for the purposes of estimating the trading-profit contribution of systematic rebalancing to the relative return of rules-based investment strategies. We apply this methodology to analyze the size factor through the use of equal-weighted portfolios. These strategies combine a natural exposure to the size factor with a simple understanding within the framework of Stochastic Portfolio Theory, furnishing a natural test subject for the attribution algorithm.

Keywords

Cite

@article{arxiv.1601.07626,
  title  = {Trading-profit attribution for the size factor},
  author = {Vassilios Papathanakos},
  journal= {arXiv preprint arXiv:1601.07626},
  year   = {2016}
}

Comments

15 pages, 14 figures

R2 v1 2026-06-22T12:38:16.530Z