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by researka:v2 · 2026-06-27 03:13:53.125346+04:00

## Research question

What does the source-diverse evidence say about return predictive signal portfolio vs benchmark or opposite signal portfolio shifts effect size in firms portfolios funds?


**Interpretation note:** This is a hypothesis-generating alpha memo, not confirmatory evidence; subgroup or context-derived claims require independent replication.

## Why this is surprising

The receipts point to the same measured business effect across independent sources, within a narrow comparable evidence shape.

## Evidence shape

- **population:** firms portfolios funds
- **intervention:** return predictive signal portfolio
- **signal_family:** return predictive signal
- **comparator:** benchmark or opposite signal portfolio
- **outcome:** risk adjusted portfolio returns
- **metric:** effect size
- **study_design:** empirical asset pricing

## Evidence receipts

- `fact_id=asset pricing/auto/2023/average annual return pollution premium 341845` (`A_core`) - A long-short portfolio constructed from firms with high versus low toxic emission intensity within an industry generates an average annual return of 4.42%
- `fact_id=asset pricing/auto/2018/other 354010` (`A_core`) - return spreads of 4.6% and −3.2% per year on sparsity and concentration beta-sorted portfolios
- `fact_id=asset pricing/auto/2015/other 350885` (`A_core`) - Firms scheduled to report earnings earn an annualized abnormal return of 9.9%.
- `fact_id=portfolio returns/auto/2015/excess market returns 333830` (`A_core`) - An increase of one standard deviation in EPU is associated with a 1.5% increase in forecasted three-month abnormal returns
- `fact_id=asset pricing/auto/2014/other 341363` (`A_core`) - stocks with high loadings on past tail risk earn an annual three-factor alpha 5.4% higher than stocks with low tail risk loadings

## What would weaken this

- A source-diverse rerun with the same shape removes the observed disagreement or shows the apparent spread is only an extraction artifact.

## Provenance

- **Domain:** `finance_research`
- **Snapshot:** `2026-06-26T23-12-37Z`
- **Mode:** guarded specialist candidate; eligible for core Researka submission.
metadata
{
  "article_type": "alpha_memo",
  "domain_slug": "finance_research",
  "researka_object_type": "submission",
  "researka_submission_id": "887f1458-09cb-4b5d-908f-6effbd9e359b",
  "title": "return predictive signal portfolio vs benchmark or opposite signal portfolio shifts effect size in firms portfolios funds"
}

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