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Record W4411547696 · doi:10.1111/jtsa.12851

Estimation and Inference for Higher‐Order Stochastic Volatility Models With Leverage

2025· article· en· W4411547696 on OpenAlexafffund
Md. Nazmul Ahsan, Jean‐Marie Dufour, Gabriel Rodriguez‐Rondon

Bibliographic record

VenueJournal of Time Series Analysis · 2025
Typearticle
Languageen
FieldEconomics, Econometrics and Finance
TopicFinancial Risk and Volatility Modeling
Canadian institutionsBank of CanadaMcGill UniversityCenter for Interuniversity Research and Analysis on OrganizationsCanada Mortgage and Housing Corporation
FundersSocial Sciences and Humanities Research Council of CanadaToulouse School of EconomicsMcGill UniversityBank of CanadaNatural Sciences and Engineering Research Council of CanadaMitacs
KeywordsStochastic volatilityMathematicsEconometricsInferenceLeverage (statistics)Volatility (finance)StatisticsComputer scienceArtificial intelligence

Abstract

fetched live from OpenAlex

ABSTRACT Statistical inference—estimation and testing—for stochastic volatility models is challenging and computationally expensive. This problem is compounded when leverage effects are allowed. We propose efficient, simple estimators for higher‐order stochastic volatility models with leverage [SVL], based on a small number of moment equations derived from ARMA representations associated with SVL models, along with the possibility of using “winsorization” to improve stability and efficiency (W‐ARMA estimators). The asymptotic distributional theory of the estimators is derived. The computationally simple estimators proposed allow one to easily perform simulation‐based (possibly exact) tests, such as Monte Carlo tests (MCTS) or bootstrap procedures. In simulation experiments, we show that: (1) the proposed W‐ARMA estimators dominate alternative estimators (including Bayesian estimators) in terms of bias, root‐mean‐square error, and computation time; (2) local and maximized Monte Carlo tests based on W‐ARMA estimators yield good control of the size and power of LR‐type tests; (3) taking into account leverage improves volatility forecasting. The methods developed are applied to daily returns for three major stock indices (S&P 500, Dow Jones, Nasdaq), confirming the superiority of SVL models over competing conditional volatility models in terms of forecast accuracy.

Fetched live from OpenAlex and de-inverted. Abstracts are not stored in this database: the inverted indexes are 8.6 GB of the frame’s 9.3 GB of text, and the host has 13 GB free.

How this classification was reachedexpand

Full frame distilled prediction

Teacher imitation

Not calibrated prevalence, not ground truth. Human validation pending. Learned from the 10,348 direct Codex labels and 10,348 direct Gemma labels. Candidate is the union of thresholded teacher heads; consensus is their intersection. These outputs are machine_predicted_unvalidated and are not human labels or direct frontier model labels.

metaresearch head score (Codex)0.000
metaresearch head score (Gemma)0.000
Version: codex-gemma-dda1882f352aValidation status: machine_predicted_unvalidated
Candidate categoriesnone
Consensus categoriesnone
DomainCandidate signal: none · Consensus signal: none
Study designCandidate signal: Simulation or modeling · Consensus signal: Simulation or modeling
GenreCandidate signal: Empirical · Consensus signal: none
Teacher disagreement score0.770
Threshold uncertainty score0.398

Codex and Gemma teacher scores by category

CategoryCodexGemma
Metaresearch0.0000.000
Meta-epidemiology (narrow)0.0000.000
Meta-epidemiology (broad)0.0010.000
Bibliometrics0.0000.001
Science and technology studies0.0000.000
Scholarly communication0.0000.001
Open science0.0000.000
Research integrity0.0000.000
Insufficient payload (model declined to judge)0.0000.000

Machine scores (provisional)

The two teacher heads of the student model, read on this work. A score orders the frame for review; it never asserts a category, and the validation status ships verbatim with every row.

Baseline scores from an immature model (maturity gate not passed, 7 training rounds). Scores rank; they never assert a category.

Opus teacher head0.020
GPT teacher head0.241
Teacher spread0.222 · how far apart the two teachers sit on this one work
Validation statusscore_only:v0-immature-baseline · verbatim from the scoring run: score_only means the number may rank works, and no category label ships from it

Classification

machine, unvalidated

Machine predicted; a candidate call from one teacher head, not a consensus.

The models applied no category: nothing in the taxonomy fit this work.
Study designSimulation or modeling
Domainnot available
GenreEmpirical

How this classification was reached, model by model and score by score, is at the end of the page under "How this classification was reached".

Quick stats

Citations0
Published2025
Admission routes2
Has abstractyes

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