/pymcef

Python Monte Carlo Efficient Frontier (PyMCEF) package

Primary LanguageJupyter NotebookBSD 3-Clause "New" or "Revised" LicenseBSD-3-Clause

Python Monte Carlo Efficient Frontier (PyMCEF) package

Purpose

PyMCEF is a python package that can generate efficient frontier based on Monte Carlo simulated returns.

A Quickstart tutorial

Benchmark

PyMCEF is based on axiomatic Second-order Stochastic dominance portfolio theory.

Absolute SemiDeviation and Fixed-target expected under performance are used as the risk measure for this stochastic programming problem. These two risk measures don't have the theoretical flaw in mean variance model.

One example when mean variance model fails

User input

The Monte Carlo simulated returns for all the assets in the investment universe is the input and will be to used to train the efficient frontier.

(Optional) The returns as a validation set to measure the performance of the efficient frontier.

Computation results

The complete efficient frontier stored as a vector of efficient portfolios, each of which containing the following:

  1. A python dictionary, storing the asset index and weight in the portfolio
  2. In sample performance (Sharpe ratio etc.)
  3. The lower and upper bound for the risk tolerance producing this particular portfolio
  4. Validation performance, if validation Monte Carlo simulated returns are provided.

Advantage

This package implements the algorithm introduced by Prof. Robert J. Vanderbei in his Book: Linear Programming: Foundations and Extensions and paper Frontiers of Stochastically Nondominated Portfolios

This algorithm is very efficient, starting with risk tolerance (lagrangian multiplier) being infinite and the optimal portfolio being 100% in the asset with the largest average return, only portfolios on the efficient frontier will be visited. With the product of number of assets and number of simulated return less than 10 million, the time needed to construct the full efficient frontier is less than 1 minute.

Speed comparison on efficient frontier construction with other LP solvers

https://github.com/zhangyi-hu/pymcef/blob/master/output/performance.png

This algorithm is based on simulated returns so it is model agnostic

This introduce huge flexibility to the user as no assumption is made on the type of return distribution (e.g. Gaussian).