English
Related papers

Related papers: A new decomposition of portfolio return

200 papers

It is widely recognized that when classical optimal strategies are applied with parameters estimated from data, the resulting portfolio weights are remarkably volatile and unstable over time. The predominant explanation for this is the…

Statistics Theory · Mathematics 2009-06-15 Carl Lindberg

We define the decomposition property for partial actions of discrete groups on $C^*$-algebras. Decomposable partial systems appear naturally in practice, and many commonly occurring partial actions can be decomposed into partial actions…

Operator Algebras · Mathematics 2022-01-25 Fernando Abadie , Eusebio Gardella , Shirly Geffen

The pull-back, push-forward and multiplication of smooth functions can be extended to distributions if their wave front set satisfies some conditions. Thus, it is natural to investigate the topological properties of these operations between…

Functional Analysis · Mathematics 2016-10-12 Christian Brouder , Nguyen Viet Dang , Frédéric Hélein

New theoretical approaches about forecasting stock markets are proposed. A mathematization of the stock market in terms of arithmetical relations is given, where some simple (non-differential, non-fractal) expressions are also suggested as…

Physics and Society · Physics 2008-12-10 Caglar Tuncay

Based on criteria of mathematical simplicity and consistency with empirical market data, a stochastic volatility model is constructed, the volatility process being driven by fractional noise. Price return statistics and asymptotic behavior…

Probability · Mathematics 2008-12-02 Rui Vilela Mendes , M. J. Oliveira

We propose a novel asset allocation model using a Markov process of states defined by clustered efficient frontier coefficients. While most research in Markov models of the market characterize regimes using return and volatility, we instead…

Portfolio Management · Quantitative Finance 2026-04-07 Nolan Alexander , William Scherer , Jamey Thompson

This article constructs a forward exponential utility in a market with multiple defaultable risks. Using the Jacod-Pham decomposition for random fields, we first characterize forward performance processes in a defaultable market under the…

Mathematical Finance · Quantitative Finance 2026-01-06 Wing Fung Chong , Roxana Dumitrescu , Gechun Liang , Kenneth Tsz Hin Ng

We describe an algorithm to decompose rational functions from which we determine the poset of groups fixing these functions.

Number Theory · Mathematics 2008-08-21 John McKay , David Sevilla

Stylized facts can be regarded as constraints for any modeling attempt of price dynamics on a financial market, in that an empirically reasonable model has to reproduce these stylized facts at least qualitatively. The dynamics of market…

Computational Finance · Quantitative Finance 2010-04-12 Stefan Reimann , Andreas Tupak

This paper investigates optimal portfolio strategies in a market where the drift is driven by an unobserved Markov chain. Information on the state of this chain is obtained from stock prices and expert opinions in the form of signals at…

Portfolio Management · Quantitative Finance 2016-02-03 Rüdiger Frey , Abdelali Gabih , Ralf Wunderlich

Computation of spin-resummed observables in post-Minkowskian dynamics typically involve evaluation of Feynman integrals deformed by an exponential factor, where the exponent is a linear sum of the momenta being integrated. Such integrals…

High Energy Physics - Theory · Physics 2025-04-08 Gang Chen , Jung-Wook Kim , Tianheng Wang

We build on a previous statistical model for distributed systems and formulate it in a way that the deterministic and stochastic processes within the system are clearly separable. We show how internal fluctuations can be analysed in a…

adap-org · Physics 2009-10-22 Iqbal Adjali , José-Luis Fernández-Villacañas , Michael Gell

A fluctuation relation is derived to extract the order parameter function $q(x)$ in weakly ergodic systems. The relation is based on measuring and classifying entropy production fluctuations according to the value of the overlap $q$ between…

Statistical Mechanics · Physics 2018-05-11 A. Crisanti , M. Picco , F. Ritort

In this paper we investigate the normal and the large fluctuations of additive functionals associated with a stochastic process under a general non-Poissonian resetting mechanism. Cumulative functionals of regenerative processes are very…

Probability · Mathematics 2023-04-24 Marco Zamparo

In quantitative investment, constructing characteristic-sorted portfolios is a crucial strategy for asset allocation. Traditional methods transform raw stock data of varying frequencies into predictive characteristic factors for asset…

Portfolio Management · Quantitative Finance 2024-05-28 Jianyuan Zhong , Zhijian Xu , Saizhuo Wang , Xiangyu Wen , Jian Guo , Qiang Xu

Mean-reverting assets are one of the holy grails of financial markets: if such assets existed, they would provide trivially profitable investment strategies for any investor able to trade them, thanks to the knowledge that such assets…

Statistical Finance · Quantitative Finance 2015-09-22 Marco Cuturi , Alexandre d'Aspremont

We derive the fluctuation theorem for a stochastic and periodically driven system coupled to two reservoirs with the aid of a master equation. We write down the cumulant generating functions for both the current and entropy production in…

Statistical Mechanics · Physics 2020-11-26 Kazutaka Takahashi , Yuki Hino , Keisuke Fujii , Hisao Hayakawa

This paper investigates optimal trading strategies in a financial market with multidimensional stock returns where the drift is an unobservable multivariate Ornstein-Uhlenbeck process. Information about the drift is obtained by observing…

Portfolio Management · Quantitative Finance 2021-11-04 Jörn Sass , Dorothee Westphal , Ralf Wunderlich

In the context of Markov evolution, we present two original approaches to obtain Generalized Fluctuation-Dissipation Theorems (GFDT), by using the language of stochastic derivatives and by using a family of exponential martingales…

Statistical Mechanics · Physics 2013-12-04 Raphael Chetrite , Shamik Gupta

In this study the general formula for differential and integral operations of fractional calculus via fractal operators by the method of cumulative diminution and cumulative growth is obtained. The under lying mechanism in the success of…

Statistical Mechanics · Physics 2016-08-31 Fevzi Buyukkilic , Zahide Ok Bayrakdar , Dogan Demirhan