I have done a quintile portfolio analysis and there is a declining pattern of equal-weighted alphas between quintile portfolio 1 and quintile portfolio 5. I am trying to calculate value-weighted portfolio alphas based on market cap for each month. However, I found an increasing pattern of value-weighted alphas between quintile portfolio 1 and quintile portfolio 5 by using the following codes:
Code:
bys P ym: asgen vw_exret= exret_m, w(mcap) bys P: reg vw_exret mktrf smb hml
Code:
bys P: reg exret_m mktrf smb hml [aweight = mcap]

Here are my codes:
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Code:
* Example generated by -dataex-. To install: ssc install dataex clear input float(P ym vw_exret exret_m) double(mktrf smb hml) float mcap 4 342 .05436157 .06092979 .0421 -.0076 .0509 6.2 4 343 .05767355 .0754 .0475 .0333 -.0168 6.696 4 344 -.011548947 -.0806963 -.0227 .0613 .0070999999999999995 6.076 4 345 .006385217 .026012246 .005600000000000001 .0096 .0168 6.262 4 346 -.006150517 .01470198 -.0029 -.0263 .0231 6.386 4 347 .06497628 -.016938835 .0479 .0216 -.010700000000000001 6.2 4 348 -.010845808 .0249 -.0125 -.0021 .0226 6.386 4 349 -.03264222 .023226215 -.0331 .0012 .0217 6.572 4 350 .036047593 -.027332077 .033 -.013300000000000001 -.006999999999999999 6.36225 4 351 .007225713 .03311569 .0115 -.028900000000000002 .0172 6.61175 4 352 -.026488435 -.0057 -.0229 -.0177 .0121 6.61175 4 353 .02260741 -.027432077 .0149 .0189 -.014199999999999999 6.36225 5 354 .05359982 .014107844 .061 -.0212 .0053 6.487 5 355 .0014075635 .03236154 -.0225 .0278 .009399999999999999 6.7365 5 356 .028052976 .011077778 .015700000000000002 .0074 .0049 6.7365 5 357 .04849536 .06737407 .0433 -.0055000000000000005 -.014499999999999999 7.2355 5 358 .05732636 -.04238276 .0335 .0004 -.0074 6.986 5 359 -.012244605 .010042856 -.013500000000000002 -.0101 .0218 7.007 5 360 .08421724 .02871429 .07200000000000001 -.04019999999999999 -.0287 7.25725 5 361 .01969332 .26846206 .0144 .004699999999999999 .006999999999999999 9.25925 5 362 .0018891596 -.033527028 -.0076 .003 -.0128 9.043625 5 363 -.029537164 .063622534 -.036699999999999997 -.0326 -.0102 9.6805 5 364 .008222812 .03257368 .0103 -.0128 -.0109 10.062625 5 365 .012511844 .031874683 .0116 -.023799999999999998 .0027 10.34775 5 366 -.08471905 -.02421852 -.0785 -.013000000000000001 .008100000000000001 10.156125 5 367 .02825908 -.011989308 .0111 .0102 .0063 10.09225 5 368 .033395946 .006258228 .0183 .0152 -.0291 10.141625 5 369 -.032637626 -.0069 -.0336 -.0051 -.0252 10.141625 5 370 .0972823 -.01945823 .0842 -.0254 -.0375 10.01325 5 371 -.023722647 .007802564 -.0109 .013999999999999999 -.0202 10.05225 5 372 -.02719226 .018841026 -.019 -.0321 -.0002 10.31 5 373 -.1057502 -.0566 -.1015 -.0359 .0158 9.7945 5 374 -.0701362 .034789473 -.061200000000000004 -.0364 .0077 10.179 5 375 -.04673808 -.019620514 -.0192 -.0553 .0024 10.0485 5 376 .07832105 -.0057 .0635 .0034000000000000002 -.031400000000000004 10.0485 5 377 .031162707 -.004701298 .0246 .0078000000000000005 -.016 10.013 3 378 .04443233 .007957895 .046900000000000004 .0381 -.0183 10.14475 3 379 .071847744 .008187013 .0719 .0394 -.0053 10.2765 3 380 .03454387 -.01593846 .0265 .0391 -.0121 10.013 3 381 -.001912998 .034173682 -.0028000000000000004 .0049 .0137 10.40825 3 382 .0380427 -.0047 .0365 -.0033 -.005600000000000001 10.40825 3 383 -.0418153 .074281015 -.049400000000000006 .0007000000000000001 .0123 11.2665 3 384 .04475927 -.04061429 .0424 -.009399999999999999 -.013000000000000001 10.864125 3 385 .026998766 .13120246 .0232 .0161 -.0078000000000000005 12.3395 3 386 .004083647 .008443479 -.0159 .0165 -.0096 12.3395 3 387 .02995125 .12623478 .0129 .0091 -.0044 13.949 3 388 -.01519494 .13071539 -.04190000000000001 -.0048 -.0192 15.82675 3 389 .1125177 -.01057966 .1084 -.0222 -.0401 15.5875 4 390 -.009907824 -.05512414 -.0059 .0848 .045599999999999995 14.78125 4 391 .0004630688 -.2028 .0109 .0088 .0637 11.825 4 392 -.02554098 .07841819 -.026600000000000002 -.0104 .0366 12.63125 4 393 .02569698 .007438297 .010700000000000001 -.061200000000000004 .043 12.765625 4 394 .003933695 .007726316 .003 .0039000000000000003 .0126 12.9 4 395 -.007550934 -.010908334 -.023399999999999997 -.031 .034 12.63125 4 396 .04167596 .06072979 .0377 -.0043 -.0052 13.4375 4 397 -.009489463 .0374 -.023799999999999998 -.001 -.0102 13.975 4 398 .006254136 .16336153 .011899999999999999 .005600000000000001 -.002 16.125 4 399 .009983153 -.0273 .0102 .0204 -.021 15.721875 4 400 .032877937 -.01939402 .041299999999999996 .0368 -.0148 15.453125 4 401 .004111029 -.017930435 .015300000000000001 .0165 .0254 15.12 1 402 .02786315 -.0023 .009300000000000001 .0203 .0587 15.12 1 403 .010636798 .015657144 .0012 -.034300000000000004 .0642 15.39 1 404 .025319545 .008552631 .023 .0024 .0123 15.31875 1 405 -.02397839 .067775436 -.0305 -.0069 .026099999999999998 16.39375 1 406 .04808808 -.01039672 .028900000000000002 .0195 -.0342 16.259375 1 407 -.00146982 .09997934 .0031 -.0029 .0263 17.985 1 408 -.009923947 -.009975757 -.0034000000000000002 .009399999999999999 .0323 17.84875 1 409 .04174441 -.03303435 .0371 .003 -.004 17.30375 1 410 -.015738498 .06354173 -.0012 .0311 -.0046 18.27425 1 411 .032422014 .027650746 .0141 .014499999999999999 -.015700000000000002 18.81975 1 412 .0003361588 -.016992753 -.0189 -.0141 -.0026 18.547 1 413 .01163809 .08887647 .0165 .012199999999999999 .0060999999999999995 20.047125 3 414 .03906288 -.05011905 .0287 .0011 .021 19.0925 3 415 -.02615417 -.0021 -.0255 .027000000000000003 -.0137 19.0925 3 416 -.03970158 -.006985715 -.0478 -.0098 .013000000000000001 18.81975 3 417 .014786337 -.14762753 .0068000000000000005 -.0092 .0165 16.09225 3 418 -.004657065 .06469661 .0058 -.020099999999999996 .0013 17.18325 3 419 -.025457945 .10420159 -.030299999999999997 -.0048 .0176 18.897375 3 420 .035223477 .06966376 .0282 -.0173 .0058 20.26675 3 421 .033094533 -.030727027 .0401 .013500000000000002 -.0281 19.719 3 422 -.02268692 .034633335 -.0231 .028300000000000002 -.0189 20.45175 3 423 .03231816 -.05785406 .0134 -.0235 -.0176 19.34625 3 424 -.030952735 -.04655714 -.0404 .0027 -.0096 18.517124 3 425 .009814958 -.03783284 .0086 .0004 .0055000000000000005 17.792 3 426 .019585105 -.03545 .018000000000000002 -.0265 .008199999999999999 17.236 3 427 .03732891 -.03020968 .0363 -.0067 .010700000000000001 16.78425 3 428 .02217477 .0017768113 .0219 -.0070999999999999995 -.010700000000000001 16.83 3 429 .030243495 -.0044 .021099999999999997 -.0062 .0226 16.83 3 430 .03204386 .0446 .028999999999999998 -.022000000000000002 .017 17.6715 3 431 .037113477 .05561746 .027200000000000002 .029300000000000003 -.0229 18.5955 3 432 .036696006 -.0045 .037200000000000004 .0209 -.0169 18.5955 3 433 .007194822 -.035003033 .0055000000000000005 .0158 .026699999999999998 18.032 3 434 .04234629 .03945 .0335 -.0206 -.0076 18.81 3 435 -.006548882 -.035003033 -.0152 -.0374 -.0072 18.24 3 436 .0197876 .08955 .039599999999999996 -.011699999999999999 .009000000000000001 19.95 3 437 .005676421 .07795714 .0103 .005600000000000001 .0084 21.384375 1 438 .029102586 -.03096667 .0226 -.0268 .004 20.814125 1 439 .01577219 .00979863 .013300000000000001 .019 -.0138 21.09925 1 440 .03019898 .03224865 .0073 .0129 .0103 21.89942 1 441 .029468754 -.0754402 .0206 .0493 -.0391 20.34806 end format %tm ym1
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