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Thursday, August 29, 2013

Higher-order equity modeling


Here are two distribution fit charts for U.S. equities.  The first illustration shows the laddering power transformations on the historical data. It reveals an unmistakable cluster, associated with a minimal barrier on systematic risk in the U.S., shown at the low end of the distribution (left side of the middle chart).


The second illustration advances this theme with a 12-variable, Chi-square (χ^2) quintiles chart for U.S. equities.  The degrees of freedom (d.f.) associated with this χ^2 distribution are the number of variables, minus one.

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