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We give an explicit formulaic algorithm and source code for building long-only benchmark portfolios and then using these benchmarks in long-only market outperformance strategies. The benchmarks (or the corresponding betas) do not involve…

Portfolio Management · Quantitative Finance 2018-08-02 Zura Kakushadze , Willie Yu

Feature attribution is a fundamental task in both machine learning and data analysis, which involves determining the contribution of individual features or variables to a model's output. This process helps identify the most important…

Machine Learning · Computer Science 2023-10-26 Jinfeng Zhong , Elsa Negre

Markets have internal dynamics leading to excess volatility and other phenomena that are difficult to explain using rational expectations models. This paper studies these using a nonequilibrium price formation rule, developed in the context…

adap-org · Physics 2015-06-30 J. Doyne Farmer

This study analyzes the dynamic interactions among the NASDAQ index, crude oil, gold, and the US dollar using a reduced-order modeling approach. Time-delay embedding and principal component analysis are employed to encode high-dimensional…

Statistical Finance · Quantitative Finance 2025-12-24 Pouriya Khalilian , Sara Azizi , Mohammad Hossein Amiri , Javad T. Firouzjaee

Accurately predicting the future motion of surrounding vehicles requires reasoning about the inherent uncertainty in driving behavior. This uncertainty can be loosely decoupled into lateral (e.g., keeping lane, turning) and longitudinal…

Computer Vision and Pattern Recognition · Computer Science 2021-09-17 Nachiket Deo , Eric M. Wolff , Oscar Beijbom

Exploratory factor analysis is often used in the social sciences to estimate potential measurement models. To do this, several important issues need to be addressed: (1) determining the number of factors, (2) learning constraints in the…

Methodology · Statistics 2025-05-28 Dale S. Kim , Audrey Lu , Qing Zhou

This expository paper discusses Bayesian decision analysis perspectives on problems of constrained forecasting. Foundational and pedagogic discussion contrasts decision analytic approaches with the traditional, but typically inappropriate,…

Methodology · Statistics 2021-12-01 Mike West

Factor analysis acts a pivotal role in enhancing maritime safety. Most previous studies conduct factor analysis within the framework of incident-related label prediction, where the developed models can be categorized into short-term and…

Machine Learning · Computer Science 2024-10-29 Tianyi Chen , Hua Wang , Yutong Cai , Maohan Liang , Qiang Meng

Streaming applications from algorithmic trading to traffic management deploy Kleene patterns to detect and aggregate arbitrarily-long event sequences, called event trends. State-of-the-art systems process such queries in two steps. Namely,…

Data Structures and Algorithms · Computer Science 2020-10-08 Olga Poppe , Chuan Lei , Elke A. Rundensteiner , David Maier

Factor analysis is a statistical technique employed to evaluate how observed variables correlate through common factors and unique variables. While it is often used to analyze price movement in the unstable stock market, it does not always…

Statistical Finance · Quantitative Finance 2014-08-13 Angela Gu , Patrick Zeng

Causal effect estimation for dynamic treatment regimes (DTRs) contributes to sequential decision making. However, censoring and time-dependent confounding under DTRs are challenging as the amount of observational data declines over time due…

Machine Learning · Statistics 2021-09-27 Adi Lin , Jie Lu , Junyu Xuan , Fujin Zhu , Guangquan Zhang

We model short-duration (e.g. day) trading in financial markets as a sequential decision-making problem under uncertainty, with the added complication of continual concept-drift. We, therefore, employ meta reinforcement learning via the RL2…

Artificial Intelligence · Computer Science 2023-02-20 S I Harini , Gautam Shroff , Ashwin Srinivasan , Prayushi Faldu , Lovekesh Vig

Current implementations of Bayesian Additive Regression Trees (BART) are based on axis-aligned decision rules that recursively partition the feature space using a single feature at a time. Several authors have demonstrated that oblique…

Machine Learning · Statistics 2024-11-14 Paul-Hieu V. Nguyen , Ryan Yee , Sameer K. Deshpande

The last decade has witnessed a number of important and exciting developments that had been achieved for improving recurrence plot based data analysis and to widen its application potential. We will give a brief overview about important and…

Chaotic Dynamics · Physics 2024-09-09 Norbert Marwan , K. Hauke Kraemer

The trend in the development of highly automated vehicles goes towards scenario-based methods. Traffic Sequence Charts are a visual but yet formal language for describing scenario-based requirements on highly automated vehicles. This work…

Systems and Control · Electrical Eng. & Systems 2024-09-09 Jan Steffen Becker

Prediction models calibrated using historical data may forecast poorly if the dynamics of the present and future differ from observations in the past. For this reason, predictions can be improved if information like forward looking views…

Optimization and Control · Mathematics 2025-09-16 Anas Abdelhakmi , Andrew E. B. Lim

We investigate the emergence of periodic behavior in opinion dynamics and its underlying geometry. For this, we use a bounded-confidence model with contrarian agents in a convolution social network. This means that agents adapt their…

Multiagent Systems · Computer Science 2024-03-12 Bernard Chazelle , Kritkorn Karntikoon , Jakob Nogler

This paper explores the use of factor graphs as an inference and analysis tool for Bayesian peer-to-peer decentralized data fusion. We propose a framework by which agents can each use local factor graphs to represent relevant partitions of…

Robotics · Computer Science 2023-03-07 Ofer Dagan , Nisar R. Ahmed

Functional data analysis, which models data as realizations of random functions over a continuum, has emerged as a useful tool for time series data. Often, the goal is to infer the dynamic connections (or time-varying conditional…

Methodology · Statistics 2024-12-10 Chunshan Liu , Daniel R. Kowal , James Doss-Gollin , Marina Vannucci

We introduce a model-free approach for analyzing the risk and return for a broad class of dynamic trading strategies, including pairs trading, mean-reversion trading and other statistical arbitrage strategies, in terms of excursions of a…

Mathematical Finance · Quantitative Finance 2025-03-18 Anna Ananova , Rama Cont , Renyuan Xu