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Related papers: A new decomposition of portfolio return

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Despite recent developments in management theory, maintaining a manufacturing schedule remains difficult because of production delays and fluctuations in demand and supply of materials. The response of manufacturing systems to such…

Physics and Society · Physics 2015-06-23 Takahiro Ezaki , Daichi Yanagisawa , Katsuhiro Nishinari

Quantitative trading strategies rely on accurately ranking stocks to identify profitable investments. Effective portfolio management requires models that can reliably order future stock returns. Transformer models are promising for…

Machine Learning · Computer Science 2025-10-17 Jan Kwiatkowski , Jarosław A. Chudziak

The effect of proportional transaction costs on systematically generated portfolios is studied empirically. The performance of several portfolios (the index tracking portfolio, the equally-weighted portfolio, the entropy-weighted portfolio,…

Portfolio Management · Quantitative Finance 2019-04-22 Johannes Ruf , Kangjianan Xie

The detailed fluctuation theorem implies symmetry in the generating function of entropy production probability. The integral fluctuation theorem directly follows from this symmetry and the normalization of the probability. In this paper, we…

Statistical Mechanics · Physics 2024-06-06 Zhiqiang Huang

This paper provides what is hopefully a self-contained set of notes describing the detailed steps of a generating-functional analysis of systems of generalised Lotka-Volterra equations with random interaction coefficients. Nothing in these…

Disordered Systems and Neural Networks · Physics 2024-05-29 Tobias Galla

This paper provides a reinterpretation of the Drifting Model~\cite{deng2026generative} through a semigroup-consistent long-short flow-map factorization. We show that a global transport process can be decomposed into a long-horizon flow map…

Machine Learning · Computer Science 2026-02-25 Zhiqi Li , Bo Zhu

This article constructs a fractal interpolation function, also referred to as $\alpha$-fractal function, using Suzuki-type generalized $\varphi$-contraction mappings (STGPC). The STGPC is a generalization of $\varphi$-contraction mappings.…

Functional Analysis · Mathematics 2025-01-29 Mridul Patel , G. Verma , A. Eberhard , A. Rao

In this work, we study a dynamic portfolio optimization problem related to pairs trading, which is an investment strategy that matches a long position in one security with a short position in another security with similar characteristics.…

Portfolio Management · Quantitative Finance 2018-10-24 Sühan Altay , Katia Colaneri , Zehra Eksi

We compare systematically several classes of stochastic volatility models of stock market fluctuations. We show that the long-time return distribution is either Gaussian or develops a power-law tail, while the short-time return distribution…

Statistical Finance · Quantitative Finance 2010-09-15 Frantisek Slanina

In this Letter, we clarify the physical origin of effective transport in periodic and tilted periodic systems. When Brownian dynamics is examined on the scale of a single period, the particle displacement admits a natural separation into a…

Statistical Mechanics · Physics 2026-01-27 Sang Yang , Zhixin Peng

In this paper, we present a signal processing framework for directed graphs. Unlike undirected graphs, a graph shift operator such as the adjacency matrix associated with a directed graph usually does not admit an orthogonal eigenbasis.…

Signal Processing · Electrical Eng. & Systems 2024-01-02 Feng Ji

Current reporting standards for insurers require a decomposition of observed profits and losses in such a way that changes in the insurer's balance sheet can be attributed to specified risk factors. Generating such a decomposition is a…

Risk Management · Quantitative Finance 2021-12-22 Marcus C. Christiansen

In this note, we consider general growth-fragmentation equations from a probabilistic point of view. Using Foster-Lyapunov techniques, we study the recurrence of the associated Markov process depending on the growth and fragmentation rates.…

Probability · Mathematics 2016-11-03 Florian Bouguet

In this paper a new dissimilarity measure to identify groups of assets dynamics is proposed. The underlying generating process is assumed to be a diffusion process solution of stochastic differential equations and observed at discrete time.…

Statistical Finance · Quantitative Finance 2008-12-02 Alessandro De Gregorio , Stefano Maria Iacus

We consider a semimartingale market model when the underlying diffusion has a singular volatility matrix and compute the hedging portfolio for a given payoff function. Recently, the representation problem for such degenerate diffusions with…

Probability · Mathematics 2021-03-19 Mine Caglar , Ihsan Demirel , Ali Suleyman Ustunel

In this paper, we consider the portfolio optimization problem in a financial market under a general utility function. Empirical results suggest that if a significant market fluctuation occurs, invested wealth tends to have a notable change…

Portfolio Management · Quantitative Finance 2022-01-26 Minglian Lin , Indranil SenGupta

In the analysis of High-Energy Physics data, it is frequently desired to separate resonant signals from a smooth, non-resonant background. This paper introduces a new technique - functional decomposition (FD) - to accomplish this task. It…

Data Analysis, Statistics and Probability · Physics 2018-05-15 Ryan Edgar , Dante Amidei , Christopher Grud , Karishma Sekhon

In finance industry portfolio construction deals with how to divide the investors' wealth across an asset-classes' menu in order to maximize the investors' gain. Main approaches in use at the present are based on variations of the classical…

Portfolio Management · Quantitative Finance 2009-07-21 Giordano Pola , Gianni Pola

We construct a deep portfolio theory. By building on Markowitz's classic risk-return trade-off, we develop a self-contained four-step routine of encode, calibrate, validate and verify to formulate an automated and general portfolio…

Portfolio Management · Quantitative Finance 2018-01-16 J. B. Heaton , N. G. Polson , J. H. Witte

Functional graphs (FGs) model the graph structures used to analyse the behaviour of functions from a discrete set to itself. In turn, such functions are used to study real complex phenomena evolving in time. As the systems involved can be…

Dynamical Systems · Mathematics 2024-04-05 François Doré , Enrico Formenti , Antonio E. Porreca , Sara Riva