Avoiding data mining bias when testing technical analysis strategies - a methodological study

dc.contributor.advisorGilbert, Evan
dc.contributor.advisorMaritz, Erich
dc.contributor.authorDouglas, Rowan
dc.date.accessioned2021-01-21T10:59:41Z
dc.date.available2021-01-21T10:59:41Z
dc.date.issued2020
dc.date.updated2021-01-21T08:40:27Z
dc.description.abstractWhen seeking to identify a profitable technical analysis (TA) strategy, a na¨ıve investigation will compare a large number of possible strategies using the same set of historical market data. This process can give rise to a significant data mining bias, which can cause spurious results. There are various methods which account for this bias, with each one providing a different set of advantages and disadvantages. This dissertation compares three of these methods, the step wise Superior Predictive Ability (step-SPA) method of P.-H. Hsu, Y.-C. Hsu and Kuan (2010), the False Discovery Rate (FDR) method of Benjamini and Hochberg (1995) and the Monte Carlo Permutations (MCP) method of Masters (2006). The MCP method is also extended, using a step wise algorithm, to allow it to identify multiple profitable strategies. The results of the comparison show that while both the FDR and extended MCP methods can be useful under certain circumstances, the stepSPA method is ultimately the most robust, making it the best choice in spite of its significant computational requirements and stricter set of assumptions.
dc.identifier.apacitationDouglas, R. (2020). <i> Avoiding data mining bias when testing technical analysis strategies - a methodological study</i>. (). ,Faculty of Commerce ,Centre for Actuarial Research (CARE). Retrieved from http://hdl.handle.net/11427/32620en_ZA
dc.identifier.chicagocitationDouglas, Rowan. <i>" Avoiding data mining bias when testing technical analysis strategies - a methodological study."</i> ., ,Faculty of Commerce ,Centre for Actuarial Research (CARE), 2020. http://hdl.handle.net/11427/32620en_ZA
dc.identifier.citationDouglas, R. 2020. Avoiding data mining bias when testing technical analysis strategies - a methodological study. . ,Faculty of Commerce ,Centre for Actuarial Research (CARE). http://hdl.handle.net/11427/32620en_ZA
dc.identifier.risTY - Master Thesis AU - Douglas, Rowan AB - When seeking to identify a profitable technical analysis (TA) strategy, a na¨ıve investigation will compare a large number of possible strategies using the same set of historical market data. This process can give rise to a significant data mining bias, which can cause spurious results. There are various methods which account for this bias, with each one providing a different set of advantages and disadvantages. This dissertation compares three of these methods, the step wise Superior Predictive Ability (step-SPA) method of P.-H. Hsu, Y.-C. Hsu and Kuan (2010), the False Discovery Rate (FDR) method of Benjamini and Hochberg (1995) and the Monte Carlo Permutations (MCP) method of Masters (2006). The MCP method is also extended, using a step wise algorithm, to allow it to identify multiple profitable strategies. The results of the comparison show that while both the FDR and extended MCP methods can be useful under certain circumstances, the stepSPA method is ultimately the most robust, making it the best choice in spite of its significant computational requirements and stricter set of assumptions. DA - 2020_ DB - OpenUCT DP - University of Cape Town KW - Actuarial Science LK - https://open.uct.ac.za PY - 2020 T1 - ETD: Avoiding data mining bias when testing technical analysis strategies - a methodological study TI - ETD: Avoiding data mining bias when testing technical analysis strategies - a methodological study UR - http://hdl.handle.net/11427/32620 ER -en_ZA
dc.identifier.urihttp://hdl.handle.net/11427/32620
dc.identifier.vancouvercitationDouglas R. Avoiding data mining bias when testing technical analysis strategies - a methodological study. []. ,Faculty of Commerce ,Centre for Actuarial Research (CARE), 2020 [cited yyyy month dd]. Available from: http://hdl.handle.net/11427/32620en_ZA
dc.language.rfc3066eng
dc.publisher.departmentCentre for Actuarial Research (CARE)
dc.publisher.facultyFaculty of Commerce
dc.subjectActuarial Science
dc.titleAvoiding data mining bias when testing technical analysis strategies - a methodological study
dc.typeMaster Thesis
dc.type.qualificationlevelMasters
dc.type.qualificationlevelMCom
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