Sammit,

Yes I have, but it would be quicker to do it again than to find the old
code.

There is function in qmao called makeTestData that splits the data for you.

zoo:::rollapplyr or quantmod:::period.apply are beneficial for this type of
analyis as well.


On Tue, Nov 29, 2011 at 1:42 PM, Samit Jain <[email protected]> wrote:

> Sorry I meant to address the email to Garrett :)
>
>
> On Tue, Nov 29, 2011 at 2:41 PM, Samit Jain <[email protected]>wrote:
>
>> Hi Paul,
>> Interesting findings. I was wondering if you tested the different ratios
>> (OLS, btcdHedge and TLS) on a new data set to see which performs better?
>> Something we could do is split the data since 2011-01-01 in two, train the
>> parameters using the three approaches on the first, and test them for daily
>> returns on second set. We could then look at average returns and variance.
>>
>> cheers,
>> Samit
>>
>>
>> On Tue, Nov 29, 2011 at 2:20 PM, G See <[email protected]> wrote:
>>
>>> Paul,
>>>
>>> Thank you very much for sending this; I've seen the lightning talk
>>> slides, and spent some time playing with it.  I do have a couple
>>> observations.
>>>
>>> First, often it seems like if I use the inverse of your code I get
>>> better results.
>>>
>>> i.e. I find that r$loadings[1,1] / r$loadings[2,1] is closer to what I
>>> get using other hedge ratio calculation methods.
>>>
>>> I attached a hedge ratio calculating function called "btcdHedge" to use
>>> as a comparison.  I took the code for this function from
>>> http://quantivity.wordpress.com/2011/10/02/proxy-cross-hedging/
>>>
>>> If I use btcdHedge to calculate the ratio between SPY and DIA since
>>> 2011-01-01, it tells me to sell 1.070554 DIA for each share of SPY that I
>>> am long.
>>>
>>> That is very close to the 1.070894 I would get if I used  OLS with a
>>> zero intercept
>>>
>>> If I use OLS with a floating intercept, I get 1.206745.
>>>
>>> If I use your TLS code, I get 0.777546
>>>
>>> So, your TLS code is the only one that gives a ratio of less than 1.
>>>
>>> However, if I use the inverse of your code I get something close to OLS
>>> with floating intercept
>>> r$loadings[1,1] / r$loadings[2,1]
>>> [1] 1.286098
>>>
>>>
>>> Second,
>>> You say
>>> "Forcing a zero intercept requires an additional step: recentering the
>>> data around
>>> their means prior to the PCA."
>>>
>>> However, I get the same values regardless of whether I center around the
>>> means.
>>>
>>> Thanks,
>>> Garrett
>>>
>>> On Tue, Nov 29, 2011 at 12:08 PM, Paul Teetor <[email protected]>wrote:
>>>
>>>> R-SIG-Finance community:
>>>>
>>>> I recently posted a short paper entitled Better Hedge Ratios for Spread
>>>> Trading:
>>>>
>>>>    http://www.quanttrader.info/public/betterHedgeRatios.pdf
>>>>
>>>> The topic is pretty arcane but important to spread traders. A surprizing
>>>> number of textbooks and practitioners simply use ordinary least squares
>>>> (OLS) to calculate their hedge ratios, but OLS can give misleading
>>>> results.
>>>> The paper shows how to use total least squares (TLS) to obtain a better
>>>> balanced spread. The needed R code is simple and included in the paper.
>>>>
>>>> The paper is based on a lightning talk I gave at the R/Finance
>>>> Conference
>>>> back in April.
>>>>
>>>> I welcome all comments. I can't guarantee I will quickly incorporate
>>>> your
>>>> feedback into the paper, unfortunately. Heck, it took me seven months
>>>> just
>>>> to get out this first version.
>>>>
>>>> Paul Teetor
>>>> Elgin, IL   USA
>>>> http://www.linkedin.com/in/paulteetor
>>>>
>>>> "For quant traders, there are no bad days in the market. It's just more
>>>> data."
>>>>
>>>>
>>>>        [[alternative HTML version deleted]]
>>>>
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>>>> should go.
>>>>
>>>
>>>
>>> _______________________________________________
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>>
>>
>

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