Observable or latent Markov chains for score-driven regime-switching volatility?

We study the statistical and forecasting performances of two regime-switching Beta-t-EGARCH (exponential generalized autoregressive conditional heteroscedasticity) models, i.e. observable-switching (OS) Beta-t-EGARCH and Markov-switching (MS) Beta-t-EGARCH. Both are non-path-dependent score-driven r...

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Bibliographic Details
Published in:Applied economics Vol. 57; no. 52; pp. 8693 - 8709
Main Authors: Blazsek, Szabolcs, Kong, Dejun, Shadoff, Samantha R.
Format: Journal Article
Language:English
Published: Routledge 08.11.2025
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ISSN:0003-6846, 1466-4283
Online Access:Get full text
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Summary:We study the statistical and forecasting performances of two regime-switching Beta-t-EGARCH (exponential generalized autoregressive conditional heteroscedasticity) models, i.e. observable-switching (OS) Beta-t-EGARCH and Markov-switching (MS) Beta-t-EGARCH. Both are non-path-dependent score-driven regime-switching volatility models, and their regime-switching specifications can be related to corresponding non-path-dependent Markov-switching GARCH (MS-GARCH) specifications. We present the estimation procedures for OS-Beta-t-EGARCH and MS-Beta-t-EGARCH. We use data on the weekly log-returns of the Standard & Poor's 500 (S&P 500) index and a random sample of 50 stocks from the S&P 500 from March 1986 to July 2024 ( $T = 2,000$ T = 2 , 000 ). The out-of-sample forecasting window is from May 2005 to July 2024 ( ${T_f} = 1,000$ T f = 1 , 000 ). We compare the in-sample statistical and out-of-sample density forecasting performances of Beta-t-EGARCH, OS-Beta-t-EGARCH, and MS-Beta-t-EGARCH. We find that the statistical and density forecasting performances of OS-Beta-t-EGARCH are superior to MS-Beta-t-EGARCH, motivating its practical use by investors and risk managers.
ISSN:0003-6846
1466-4283
DOI:10.1080/00036846.2024.2402094