Robust Transformer-Based One-Step Stock Index Forecasting via Shifted Data Augmentation

📅 2026-06-14
📈 Citations: 0
Influential: 0
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🤖 AI Summary
This study addresses the limitations of standard Transformers in financial time series forecasting, where performance is hindered by noise interference, short-term memory dynamics, and distribution shifts. To overcome these challenges, the authors propose an enhanced Transformer architecture that integrates cosine annealing with warm restarts for learning rate scheduling and introduces a novel Shifted Data Augmentation (SDA) technique. SDA substantially reduces prediction errors and training instability, demonstrating superior robustness compared to merely increasing model complexity. Empirical evaluations on the VN30 and S&P 500 datasets show that the proposed method achieves state-of-the-art performance in terms of prediction accuracy, training stability, and robustness to hyperparameter variations.
📝 Abstract
Transformers have shown remarkable success in sequence modeling, yet their direct application to financial time series remains challenging due to noisy signals, short-memory dynamics, and distributional shifts. This paper proposes a modified Transformer architecture for one-step stock index forecasting, combined with advanced learning-rate scheduling and a novel Shifted Data Augmentation (SDA) technique. We evaluate the proposed framework on two benchmark stock index datasets, VN30 and S&P 500. Experimental results demonstrate that cosine annealing with warmup consistently improves forecasting accuracy over the generalized inverse-power scheduler. Furthermore, SDA substantially reduces forecasting errors and run-to-run variability while improving robustness to hyperparameter selection. The combination of cosine annealing scheduling and SDA achieved the best performance on both datasets, indicating that data augmentation can play a more important role than increasing model complexity in Transformer-based financial forecasting. These findings provide a practical and computationally efficient approach for robust stock index forecasting in noisy financial environments.
Problem

Research questions and friction points this paper is trying to address.

stock index forecasting
financial time series
distributional shifts
noisy signals
short-memory dynamics
Innovation

Methods, ideas, or system contributions that make the work stand out.

Shifted Data Augmentation
Transformer
Stock Index Forecasting
Cosine Annealing
Robustness
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T
Tien Thanh Thach
Faculty of Mathematics and Statistics, Ton Duc Thang University, Ho Chi Minh City, Vietnam