The J-Shape Of Performance Persistence Given Survivorship Bias

A-Tier
Journal: Review of Economics and Statistics
Year: 1997
Volume: 79
Issue: 2
Pages: 161-166

Authors (3)

Darryll Hendricks (not in RePEc) Jayendu Patel (not in RePEc) Richard Zeckhauser (National Bureau of Economic Re...)

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

Performance may enhance survival probability. When it does, the induced lack of randomness challenges robust and unbiased inference. If survivors are sorted into two groups based on past performance, spurious persistence has been demonstrated if variance in performance is heterogeneous. However, as we show both theoretically and with simulations, if performance is categorized finely, the spurious persistence will be J - shaped; that is, at the bottom better performance in one period "predicts" worse performance for another period. We propose a simple t - test applied to the quadratic coefficient in a regression to distinguish between a spurious J - shape and monotonic patterns. Mutual funds, our example, exhibit the monotonically increasing pattern produced by true performance persistence. © 1997 by the President and Fellows of Harvard College and the Massachusetts Institute of Technology

Technical Details

RePEc Handle
repec:tpr:restat:v:79:y:1997:i:2:p:161-166
Journal Field
General
Author Count
3
Added to Database
2026-01-29