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Macroscopic properties of equity markets: stylized facts and portfolio performance

2024-09-17 · Steven Campbell, Qien Song, Ting-Kam Leonard Wong

Macroscopic properties of equity markets affect the performance of active equity strategies but many are not adequately captured by conventional models of financial mathematics and econometrics. Using the CRSP Database of the US equity market, we study empirically several macroscopic properties defined in terms of market capitalizations and returns, and highlight a list of stylized facts and open questions motivated in part by stochastic portfolio theory. Additionally, we present a systematic backtest of the diversity-weighted portfolio under various configurations and study its performance in relation to macroscopic quantities. All of our results can be replicated using codes made available on our online repository.

📄 PDF Abstract BibTeX arXiv:2409.10859

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