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  2. List of price index formulas - Wikipedia

    en.wikipedia.org/wiki/List_of_price_index_formulas

    The Marshall-Edgeworth index, credited to Marshall (1887) and Edgeworth (1925), [11] is a weighted relative of current period to base period sets of prices. This index uses the arithmetic average of the current and based period quantities for weighting. It is considered a pseudo-superlative formula and is symmetric. [12]

  3. Törnqvist index - Wikipedia

    en.wikipedia.org/wiki/Törnqvist_index

    For this reason, the term translog index is sometimes used for a Törnqvist index. The Törnqvist index is approximately "consistent in aggregation ", meaning that the almost exactly the same index values result from (a) combining many prices and quantities together, or (b) combining subgroups of them together then combining those indexes.

  4. Data Analysis Expressions - Wikipedia

    en.wikipedia.org/wiki/Data_Analysis_eXpressions

    Data Analysis Expressions (DAX) is the native formula and query language for Microsoft PowerPivot, Power BI Desktop and SQL Server Analysis Services (SSAS) Tabular models. DAX includes some of the functions that are used in Excel formulas with additional functions that are designed to work with relational data and perform dynamic aggregation.

  5. True strength index - Wikipedia

    en.wikipedia.org/wiki/True_Strength_Index

    The TSI is a "double smoothed" indicator; meaning that a moving average applied to the data (daily momentum in this case) is smoothed again by a second moving average. The calculation for TSI uses exponential moving averages. The formula for the TSI is:

  6. Single-index model - Wikipedia

    en.wikipedia.org/wiki/Single-index_model

    The single-index model (SIM) is a simple asset pricing model to measure both the risk and the return of a stock. The model has been developed by William Sharpe in 1963 and is commonly used in the finance industry.

  7. Magic formula investing - Wikipedia

    en.wikipedia.org/wiki/Magic_formula_investing

    A 2024 study evaluates the formula for the U.S. market from 1963 to 2022 and compares it with the performance of the Piotroski F-Score, Acquirer’s Multiple, and Conservative Formula. The study finds that all four formulas generate significant raw and risk-adjusted returns, primarily by providing efficient exposure to well-established style ...

  8. Lerner index - Wikipedia

    en.wikipedia.org/wiki/Lerner_Index

    We can use the value of the Lerner index to calculate the marginal cost (MC) of a firm as follows: 0.4 = (10 – MC) ÷ 10 ⇒ MC = 10 − 4 = 6. The missing values for industry B are found as follows: from the E d value of -2, we find that the Lerner index is 0.5. If the price is 30 and L is 0.5, then MC will be 15:

  9. Treynor ratio - Wikipedia

    en.wikipedia.org/wiki/Treynor_ratio

    In finance, the Treynor reward-to-volatility model (sometimes called the reward-to-volatility ratio or Treynor measure [1]), named after American economist Jack L. Treynor, [2] is a measurement of the returns earned in excess of that which could have been earned on an investment that has no risk that can be diversified (e.g., Treasury bills or a completely diversified portfolio), per unit of ...