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📈 Efficient Delta Hedging with Transaction Costs

Description

This project explores the performance of delta hedging strategies for European call options under the Black-Scholes framework, with a special focus on the effects of transaction costs. We simulate and analyze how different hedging intervals and cost structures affect hedging error and efficiency.


Objective

  • Evaluate the impact of transaction costs on delta hedging strategies.
  • Identify optimal hedging intervals that balance cost and hedging error.
  • Quantify hedging performance using simulation-based metrics.

Methodology

  • Model: Black-Scholes framework for option pricing.
  • Instruments: European call options with simulated underlying asset paths.
  • Hedging Strategy: Delta hedging at fixed intervals.
  • Transaction Costs: Proportional cost model applied during rebalancing.
  • Simulation: Monte Carlo simulations for multiple price paths.
  • Evaluation Metrics: Hedging error distribution, variance, and cost-efficiency trade-offs.

Results

  • Shorter rebalancing intervals reduce hedging error but significantly increase transaction costs.
  • An optimal interval exists where the combined hedging error and cost are minimized.
  • The trade-off curve helps visualize the sweet spot between performance and cost.

Conclusion

Efficient delta hedging must carefully balance between accuracy and cost. Frequent rebalancing reduces risk but becomes costly under realistic trading frictions. A well-chosen hedging frequency can provide near-optimal protection with manageable expenses.


Implications

  • Portfolio managers and traders should incorporate transaction cost models in hedging strategy design.
  • Academic studies ignoring costs may overstate the effectiveness of theoretical hedging models.
  • This framework can be extended to path-dependent options and alternative market dynamics.

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