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On Back-Testing "Zero-Investment" Strategies

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Author Info
Alexander, Gordon J

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Abstract

"Zero-investment" strategies typically involve forming a long portfolio in one set of securities and a short portfolio in another, with the two identified by the use of some trading rule. When back-testing such strategies, the ex post difference in their abnormal returns represents an unbiased estimate of their economic profitability in perfect markets and thus serves as an indication of market efficiency. However, Regulation T's short-selling constraints are a potentially significant imperfection facing retail and institutional investors. After development of a procedure that recognizes these constraints in measuring returns, the impact of these constraints on economic profitability is analyzed. Copyright 2000 by University of Chicago Press.

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Publisher Info
Article provided by University of Chicago Press in its journal Journal of Business.

Volume (Year): 73 (2000)
Issue (Month): 2 (April)
Pages: 255-77
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Handle: RePEc:ucp:jnlbus:v:73:y:2000:i:2:p:255-77

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  1. Hart, J. van der & Zwart, G.J. de & Dijk, D.J.C. van, 2005. "The Success Of Stock Selection Strategies In Emerging Markets: Is It Risk Or Behavioral Bias?," Research Paper ERS-2005-012-F&A Revision, Erasmus Research Institute of Management (ERIM), ERIM is the joint research institute of the Rotterdam School of Management, Erasmus University and the Erasmus School of Economics (ESE) at Erasmus Uni. [Downloadable!]
  2. Glaser, Markus & Weber, Martin, 2002. "Momentum and Turnover: Evidence from the German Stock Market," Sonderforschungsbereich 504 Publications 02-43, Sonderforschungsbereich 504, Universität Mannheim & Sonderforschungsbereich 504, University of Mannheim.
  3. Jaap van der Hart & Erica Slagter & Dick van Dijk, 2001. "Stock Selection Strategies in Emerging Markets," Tinbergen Institute Discussion Papers 01-009/4, Tinbergen Institute. [Downloadable!]
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  4. Glaser, Markus & Weber, Martin, 2002. "Momentum and Turnover: Evidence from the German Stock Market," CEPR Discussion Papers 3353, C.E.P.R. Discussion Papers. [Downloadable!] (restricted)
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