ℓ2-Relaxation: With Applications to Forecast Combination and Portfolio Analysis

A-Tier
Journal: Review of Economics and Statistics
Year: 2025
Volume: 107
Issue: 2
Pages: 523-538

Authors (3)

Zhentao Shi (not in RePEc) Liangjun Su (Tsinghua University) Tian Xie (not in RePEc)

Score contribution per author:

1.341 = (α=2.01 / 3 authors) × 2.0x A-tier

α: calibrated so average coauthorship-adjusted count equals average raw count

Abstract

We propose ℓ2-relaxation, which is a novel convex optimization problem, to tackle a forecast combination with many forecasts or a minimum variance portfolio with many assets. ℓ2-relaxation minimizes the squared Euclidean norm of the weight vector subject to a set of relaxed linear inequalities to balance the bias and variance. It delivers optimality with approximately equal within-group weights when latent block equicorrelation patterns dominate the high-dimensional sample variance-covariance matrix of the individual forecast errors or the assets. Its wide applicability is highlighted in three real data examples in microeconomics, macroeconomics, and finance.

Technical Details

RePEc Handle
repec:tpr:restat:v:107:y:2025:i:2:p:523-538
Journal Field
General
Author Count
3
Added to Database
2026-01-29