Oct. 8, 2020

Posted a Jupyter notebook on Quantopian. Here is a link to its HTML equivalent

(Sorry for the Quantopian links, the community website has shut down)

In the notebook, random return series were generated using a normal distribution with a 3% standard deviation over 1, 2, 5, 10, and 20 years to show the impact of trading over the long term. Such a strategy will break down over time. In the beginning, it might not be that visible, but as the time interval increases, it becomes more and more apparent since return degradation is technically built-in.

Some alpha is then added to the mix to compensate for the strategy's breakdown as part of the available compensation measures. The impact is shown to be considerable over the long term, even with a small alpha.

In the notebook, you can run the program and change the initial settings. Do some tests, especially with a long-term horizon.

This presentation is based on the portfolio payoff matrix, as I've discussed before. See, for instance, my posts in the following threads should you wish to dig deeper or some of my recent articles on my website.

 

Link to notebook On Quantopian: Playing a Long-Term Game

Quantopian Posts:

What I Have Seen Over The Past Few Weeks 

New Strategy - Presenting the “Quality Companies in an Uptrend” Model

The Payoff Matrix


Oct. 8, 2020, © Guy R. Fleury. All rights reserved.