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The contour map of estimation error of Expected Shortfall (ES) is constructed. It allows one to quantitatively determine the sample size (the length of the time series) required by the optimization under ES of large institutional portfolios…

Risk Management · Quantitative Finance 2015-02-24 Imre Kondor , Fabio Caccioli , Gábor Papp , Matteo Marsili

In performative learning, the data distribution reacts to the deployed model - for example, because strategic users adapt their features to game it - which creates a more complex dynamic than in classical supervised learning. One should…

Machine Learning · Computer Science 2025-10-15 Edwige Cyffers , Alireza Mirrokni , Marco Mondelli

The use of improved covariance matrix estimators as an alternative to the sample estimator is considered an important approach for enhancing portfolio optimization. Here we empirically compare the performance of 9 improved covariance…

Portfolio Management · Quantitative Finance 2010-04-27 Ester Pantaleo , Michele Tumminello , Fabrizio Lillo , Rosario N. Mantegna

In this paper, we propose $\ell_p$-norm regularized models to seek near-optimal sparse portfolios. These sparse solutions reduce the complexity of portfolio implementation and management. Theoretical results are established to guarantee the…

Portfolio Management · Quantitative Finance 2013-12-24 Caihua Chen , Xindan Li , Caleb Tolman , Suyang Wang , Yinyu Ye

We consider the statistical inverse problem to recover $f$ from noisy measurements $Y = Tf + \sigma \xi$ where $\xi$ is Gaussian white noise and $T$ a compact operator between Hilbert spaces. Considering general reconstruction methods of…

Numerical Analysis · Mathematics 2026-05-10 Housen Li , Frank Werner

We introduce and study the main properties of a class of convex risk measures that refine Expected Shortfall by simultaneously controlling the expected losses associated with different portions of the tail distribution. The corresponding…

Risk Management · Quantitative Finance 2021-08-19 Matteo Burzoni , Cosimo Munari , Ruodu Wang

The problem of estimation error in portfolio optimization is discussed, in the limit where the portfolio size N and the sample size T go to infinity such that their ratio is fixed. The estimation error strongly depends on the ratio N/T and…

Portfolio Management · Quantitative Finance 2009-11-13 Imre Kondor , Istvan Varga-Haszonits

The Ridgeless minimum $\ell_2$-norm interpolator in overparametrized linear regression has attracted considerable attention in recent years in both machine learning and statistics communities. While it seems to defy conventional wisdom that…

Statistics Theory · Mathematics 2026-01-21 Qiyang Han , Xiaocong Xu

The inference performance of the pseudolikelihood method is discussed in the framework of the inverse Ising problem when the $\ell_2$-regularized (ridge) linear regression is adopted. This setup is introduced for theoretically investigating…

Disordered Systems and Neural Networks · Physics 2021-10-19 Xiangming Meng , Tomoyuki Obuchi , Yoshiyuki Kabashima

We characterize the squared prediction risk of ensemble estimators obtained through subagging (subsample bootstrap aggregating) regularized M-estimators and construct a consistent estimator for the risk. Specifically, we consider a…

Statistics Theory · Mathematics 2025-09-30 Takuya Koriyama , Pratik Patil , Jin-Hong Du , Kai Tan , Pierre C. Bellec

In this paper, we made an extension to the convergence analysis of the dynamics of two-layered bias-free networks with one $ReLU$ output. We took into consideration two popular regularization terms: the $\ell_1$ and $\ell_2$ norm of the…

Machine Learning · Statistics 2017-11-21 Zhifeng Kong

This paper presents a regularization technique incorporating a non-convex and non-smooth term, $\ell_{1}^{2}-\eta\ell_{2}^{2}$, with parameters $0<\eta\leq 1$ designed to address ill-posed linear problems that yield sparse solutions. We…

Optimization and Control · Mathematics 2025-06-16 Long Li , Liang Ding

This paper investigates tradeoffs among optimization errors, statistical rates of convergence and the effect of heavy-tailed errors for high-dimensional robust regression with nonconvex regularization. When the additive errors in linear…

Statistics Theory · Mathematics 2021-01-01 Xiaoou Pan , Qiang Sun , Wen-Xin Zhou

We study issues of robustness in the context of Quantitative Risk Management and Optimization. We develop a general methodology for determining whether a given risk measurement related optimization problem is robust, which we call…

Risk Management · Quantitative Finance 2021-02-12 Paul Embrechts , Alexander Schied , Ruodu Wang

Discount regularization, using a shorter planning horizon when calculating the optimal policy, is a popular choice to restrict planning to a less complex set of policies when estimating an MDP from sparse or noisy data (Jiang et al., 2015).…

Machine Learning · Computer Science 2023-06-21 Sarah Rathnam , Sonali Parbhoo , Weiwei Pan , Susan A. Murphy , Finale Doshi-Velez

In portfolio analysis, the traditional approach of replacing population moments with sample counterparts may lead to suboptimal portfolio choices. I show that optimal portfolio weights can be estimated using a machine learning (ML)…

Portfolio Management · Quantitative Finance 2018-07-31 Daniel Kinn

This work studies the total variation regularized $\ell_2$ estimator (fused lasso) in the setting of a change point detection problem. Compared with existing works that focus on the sum of squared estimation errors, we give bound on the…

Statistics Theory · Mathematics 2019-01-07 Teng Zhang

Classical mean-variance portfolio theory tells us how to construct a portfolio of assets which has the greatest expected return for a given level of return volatility. Utility theory then allows an investor to choose the point along this…

Portfolio Management · Quantitative Finance 2009-09-21 Alex Dannenberg

A recent technique of randomized smoothing has shown that the worst-case (adversarial) $\ell_2$-robustness can be transformed into the average-case Gaussian-robustness by "smoothing" a classifier, i.e., by considering the averaged…

Machine Learning · Computer Science 2021-01-11 Jongheon Jeong , Jinwoo Shin

Deep learning requires regularization mechanisms to reduce overfitting and improve generalization. We address this problem by a new regularization method based on distributional robust optimization. The key idea is to modify the…

Machine Learning · Computer Science 2020-06-08 Aurora Cobo Aguilera , Antonio Artés-Rodríguez , Fernando Pérez-Cruz , Pablo Martínez Olmos