Part III · Chapter 10

Unit Roots and Differencing

If a series has a unit root, shocks accumulate forever and the series is non-stationary. Differencing — Δy_t = y_t − y_{t-1} — turns I(1) into I(0).

\( \Delta y_t = y_t - y_{t-1} \)

Learning objectives

Recognize unit-root behavior visually and via ADF.
Apply first and second differencing.
Avoid over-differencing.
Read ADF p-values correctly (H₀ = unit root).

Differencing Visualizer

Seed:

ADF intuition

ADF H₀: unit root (non-stationary). Reject ⇒ stationary. Apply to LEVEL first; if fails to reject, difference and retry.

📐 ADF test

\[ \Delta y_t = \alpha + \beta t + \gamma\, y_{t-1} + \sum_{i=1}^{p}\delta_i\Delta y_{t-i}+\varepsilon_t \]
H₀ γ = 0 (unit root)
H₁ γ < 0 (stationary)
5% τ_μ ≈ −2.88 (constant only)
5% τ_τ ≈ −3.44 (constant + trend)

🔍 What to look for

⚠️ Pro Tip: What to Avoid

Student says

"ADF p-value = 0.50 means there IS a unit root."

Why this is wrong

Failing to reject H₀ is not the same as proving H₀. It just means insufficient evidence to declare stationarity at the chosen level.

Correct interpretation

"We fail to reject the unit-root null at the 5% level; series is likely non-stationary." Pair with KPSS for confirmation.

📝 Mini-quiz

📋 Key Takeaways

IntegrationTreatment
I(0)Use directly (ARMA)
I(1)First difference → ARMA on Δy
I(2)Second difference (rare in finance)
Over-diff signatureMA(1) θ ≈ −1