Cross-Sectional Dispersion of Stock Returns, Alpha and the Information Ratio

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Authors

Weigand, Robert A.
Sapra, Steven G.
Gorman, Larry R.

Issue Date

2009-07-1

Type

Working paper

Language

en_US

Keywords

Alpha , Information ratio , Cross-sectional dispersion , Volatility , Portfolio management

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Abstract

We find that the cross-sectional dispersion of U.S. stock returns provides economically significant forecasts of alpha dispersion across high- and low-performing portfolios of stocks over 3-month and 1-year horizons. Conventional measures of time-series volatility provide similar signals regarding alpha dispersion, but neither cross-sectional return dispersion nor time-series volatility identify future dispersion in the information ratio. These results suggest that absolute return investors can use both cross-sectional dispersion and time-series volatility as signals to improve the tactical timing of their alpha-focused strategies, but relative return investors, keeping score in an information ratio framework, are unlikely to find dispersion or volatility valuable as signals of when to increase or decrease the activeness of their strategies.

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Washburn University. School of Business

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