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Related papers: Incremental Sharpe and other performance ratios

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A method is described for predicting statistical properties of turbulence. Collections of Fourier amplitudes are represented by nonuniformly spaced modes with enhanced coupling coefficients. The statistics of the full dynamics can be…

chao-dyn · Physics 2009-10-31 John C. Bowman , B. A. Shadwick , P. J. Morrison

Robust statistical estimators offer resilience against outliers but are often computationally challenging, particularly in high-dimensional sparse settings. Modern optimization techniques are utilized for robust sparse association…

Computation · Statistics 2025-02-03 Pia Pfeiffer , Andreas Alfons , Peter Filzmoser

This work is devoted to convergence analysis of an exponential integrator scheme for semi-discretization in time of nonlinear stochastic wave equation. A unified framework is first set forth, which covers important cases of additive and…

Numerical Analysis · Mathematics 2020-08-10 Xiaojie Wang

We review some fundamental concepts of investment from a mathematical perspective, concentrating specifically on fractional-Kelly portfolios, which allocate a fraction of wealth to a growth-optimal portfolio while the remainder collects (or…

Portfolio Management · Quantitative Finance 2021-09-23 Anthony E. Brockwell

We generalize the classic Shiller cyclically adjusted price-earnings ratio (CAPE) used for prediction of future total returns of the stock market. We treat earnings growth as exogenous. The difference between log wealth and log earnings is…

Statistical Finance · Quantitative Finance 2025-03-13 Andrey Sarantsev

We consider the problem of combining a (possibly uncountably infinite) set of affine estimators in non-parametric regression model with heteroscedastic Gaussian noise. Focusing on the exponentially weighted aggregate, we prove a…

Statistics Theory · Mathematics 2013-03-25 Arnak Dalalyan , Joseph Salmon

We prove that the Omega measure, which considers all moments when assessing portfolio performance, is equivalent to the widely used Sharpe ratio under jointly elliptic distributions of returns. Portfolio optimization of the Sharpe ratio is…

Portfolio Management · Quantitative Finance 2017-04-12 Michael R. Metel , Traian A. Pirvu , Julian Wong

Predicting fund performance is beneficial to both investors and fund managers, and yet is a challenging task. In this paper, we have tested whether deep learning models can predict fund performance more accurately than traditional…

Statistical Finance · Quantitative Finance 2023-08-01 Nghia Chu , Binh Dao , Nga Pham , Huy Nguyen , Hien Tran

This paper considers the problem of distributed estimation in an incremental network when the measurements taken by the node follow a widely linear model. The proposed algorithm which we refer to it as incremental augmented affine…

Distributed, Parallel, and Cluster Computing · Computer Science 2014-12-19 Azam Khalili , Wael M. Bazzi , Amir Rastegarnia

Imputation models sometimes use auxiliary variables that, though not part of the planned analysis, can improve the accuracy of imputed values and the efficiency of point estimates. A recent article, using evidence from simulations, argued…

Methodology · Statistics 2013-11-22 Paul von Hippel , Jamie Lynch

We consider the dataset valuation problem, that is, the problem of quantifying the incremental gain, to some relevant pre-defined utility of a machine learning task, of aggregating an individual dataset to others. The Shapley value is a…

Artificial Intelligence · Computer Science 2025-02-25 Felipe Garrido-Lucero , Benjamin Heymann , Maxime Vono , Patrick Loiseau , Vianney Perchet

In this article we will analyse how to compute the contribution of each input value to its aggregate output in some nonlinear models. Regression and classification applications, together with related algorithms for deep neural networks are…

Machine Learning · Computer Science 2022-07-26 Cosimo Izzo

Nonparametric regression models with locally stationary covariates have received increasing interest in recent years. As a nice relief of "curse of dimensionality" induced by large dimension of covariates, additive regression model is…

Statistics Theory · Mathematics 2016-12-02 Lixia Hu , Tao Huang , Jinhong You

We study the relationship between model complexity and out-of-sample performance in the context of mean-variance portfolio optimization. Representing model complexity by the number of assets, we find that the performance of low-dimensional…

Portfolio Management · Quantitative Finance 2024-12-02 Yonghe Lu , Yanrong Yang , Terry Zhang

This paper develops an axiomatic framework for ranking metrics, a general class of functionals for evaluating and ordering financial or insurance positions. Unlike traditional risk-adjusted performance measures-such as the Sharpe ratio,…

Risk Management · Quantitative Finance 2026-04-21 Asmerilda Hitaj , Elisa Mastrogiacomo , Ilaria Peri , Marcelo Righi

We introduce a pathwise approach to analyze the relative performance of an equity portfolio with respect to a benchmark market portfolio. In this energy-entropy framework, the relative performance is decomposed into three components: a…

Portfolio Management · Quantitative Finance 2016-01-05 Soumik Pal , Ting-Kam Leonard Wong

In this paper we shall review the common problems associated with Piecewise Linear Separation incremental algorithms. This kind of neural models yield poor performances when dealing with some classification problems, due to the evolving…

Neural and Evolutionary Computing · Computer Science 2007-12-24 Alejandro Chinea Manrique De Lara , Juan Manuel Moreno , Arostegui Jordi Madrenas , Joan Cabestany

The convergence rates for convex and non-convex optimization methods depend on the choice of a host of constants, including step sizes, Lyapunov function constants and momentum constants. In this work we propose the use of factorial powers…

Machine Learning · Computer Science 2023-04-13 Aaron Defazio , Robert M. Gower

Numerically robust algorithmic formulations suitable for rate-independent crystal plasticity are presented. They cover classic local models as well as gradient-enhanced theories in which the gradients of the plastic slips are incorporated…

Computational Engineering, Finance, and Science · Computer Science 2023-11-21 Volker Fohrmeister , Jörn Mosler

Auxiliary matrix exponential method is used to derive simple and numerically efficient general expressions for the following, historically rather cumbersome and hard to compute, theoretical methods: (1) average Hamiltonian theory following…

Quantum Physics · Physics 2015-09-30 D. L. Goodwin , Ilya Kuprov