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NetSelectivity

Net selectivity of the return distribution


Description

Net selectivity is the remaining selectivity after deducting the amount of return require to justify not being fully diversified

Usage

NetSelectivity(Ra, Rb, Rf = 0, ...)

Arguments

Ra

an xts, vector, matrix, data frame, timeSeries or zoo object of asset returns

Rb

return vector of the benchmark asset

Rf

risk free rate, in same period as your returns

...

any other passthru parameters

Details

If net selectivity is negative the portfolio manager has not justified the loss of diversification

Net selectivity = Selectity - diversification

where α is the selectivity and d is the diversification

Author(s)

Matthieu Lestel

References

Carl Bacon, Practical portfolio performance measurement and attribution, second edition 2008 p.78

Examples

data(portfolio_bacon)
print(NetSelectivity(portfolio_bacon[,1], portfolio_bacon[,2])) #expected -0.017

data(managers)
print(NetSelectivity(managers['1996',1], managers['1996',8]))
print(NetSelectivity(managers['1996',1:5], managers['1996',8]))

PerformanceAnalytics

Econometric Tools for Performance and Risk Analysis

v2.0.4
GPL-2 | GPL-3
Authors
Brian G. Peterson [cre, aut, cph], Peter Carl [aut, cph], Kris Boudt [ctb, cph], Ross Bennett [ctb], Joshua Ulrich [ctb], Eric Zivot [ctb], Dries Cornilly [ctb], Eric Hung [ctb], Matthieu Lestel [ctb], Kyle Balkissoon [ctb], Diethelm Wuertz [ctb], Anthony Alexander Christidis [ctb], R. Douglas Martin [ctb], Zeheng 'Zenith' Zhou [ctb], Justin M. Shea [ctb]
Initial release
2020-02-05

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