The regression-based efficient frontier

The standard mean–variance analysis employs quadratic optimization to determine the optimal portfolio weights and to plot the mean–variance efficient frontier (MVEF). It then indirectly evaluates the mean–variance efficiency test (MVET) by considering the maximum Sharpe ratios of the tangency portfo...

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Main Author: Wan-Yi Chiu
Format: Article
Language:English
Published: Elsevier 2025-05-01
Series:Results in Applied Mathematics
Subjects:
Online Access:http://www.sciencedirect.com/science/article/pii/S2590037425000421
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author Wan-Yi Chiu
author_facet Wan-Yi Chiu
author_sort Wan-Yi Chiu
collection DOAJ
description The standard mean–variance analysis employs quadratic optimization to determine the optimal portfolio weights and to plot the mean–variance efficient frontier (MVEF). It then indirectly evaluates the mean–variance efficiency test (MVET) by considering the maximum Sharpe ratios of the tangency portfolio within the MVEF framework, which assumes a risk-free rate. This paper integrates these procedures without considering the risk-free rate by transitioning to a regression-based efficient frontier (RBEF). The RBEF estimates the optimal portfolio weights and simultaneously implements the MVET based on an OLS F-test, offering a simpler approach to portfolio optimization.
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spelling doaj-art-e71e02d5780c4359acae1478b975e82a2025-08-20T03:52:29ZengElsevierResults in Applied Mathematics2590-03742025-05-012610057810.1016/j.rinam.2025.100578The regression-based efficient frontierWan-Yi Chiu0National United University, Miaoli, Taiwan, ROCThe standard mean–variance analysis employs quadratic optimization to determine the optimal portfolio weights and to plot the mean–variance efficient frontier (MVEF). It then indirectly evaluates the mean–variance efficiency test (MVET) by considering the maximum Sharpe ratios of the tangency portfolio within the MVEF framework, which assumes a risk-free rate. This paper integrates these procedures without considering the risk-free rate by transitioning to a regression-based efficient frontier (RBEF). The RBEF estimates the optimal portfolio weights and simultaneously implements the MVET based on an OLS F-test, offering a simpler approach to portfolio optimization.http://www.sciencedirect.com/science/article/pii/S2590037425000421Mean–varianceEfficient frontierRegression-based efficient frontierMean–variance efficiency testEfficient set constants
spellingShingle Wan-Yi Chiu
The regression-based efficient frontier
Results in Applied Mathematics
Mean–variance
Efficient frontier
Regression-based efficient frontier
Mean–variance efficiency test
Efficient set constants
title The regression-based efficient frontier
title_full The regression-based efficient frontier
title_fullStr The regression-based efficient frontier
title_full_unstemmed The regression-based efficient frontier
title_short The regression-based efficient frontier
title_sort regression based efficient frontier
topic Mean–variance
Efficient frontier
Regression-based efficient frontier
Mean–variance efficiency test
Efficient set constants
url http://www.sciencedirect.com/science/article/pii/S2590037425000421
work_keys_str_mv AT wanyichiu theregressionbasedefficientfrontier
AT wanyichiu regressionbasedefficientfrontier