State Prices and the SDF

A two-state economy with CRRA preferences. Move the sliders to see how the SDF reweights probabilities and prices risky assets.

\(\gamma\) 4.0
Risk aversion
\(p(B)\) 0.25
Probability of bad state
\(C(B)\) 0.90
Consumption if bad
\(X(B)\) 0.50
Asset payoff if bad
Fixed parameters
\(C_0 = 1\)
\(C(G) = 1.05\)
\(X(G) = 1\)
\(\delta = 0.98\)
Physical vs. risk-neutral probabilities
States with high marginal utility get more weight under \(q\) than under \(p\).
Pricing a risky asset
The asset pays 1 in the good state and 0.50 in the bad state.
\(\psi(G) = p(G)\cdot M(G) = \) 0.75 \(\cdot\) 0.81\(\, = \,\)0.60
\(\psi(B) = p(B)\cdot M(B) = \) 0.25 \(\cdot\) 1.49\(\, = \,\)0.37
\(P = \psi(G)\cdot X(G) + \psi(B)\cdot X(B)\)
\(\phantom{P}= \) 0.60 \(\cdot\) 1\(\, +\, \)0.37 \(\cdot\) 0.50
\(\phantom{P}= \) 0.79
Expected return \(\mu = E[X]/P - 1 = \) 10.56%
Risk-free rate \(r^f = 1/E[M] - 1 = \) 2.24%
Risk premium \(\mu - r^f\)
8.32%