Data-driven robust optimization

The last decade witnessed an explosion in the availability of data for operations research applications. Motivated by this growing availability, we propose a novel schema for utilizing data to design uncertainty sets for robust optimization using statistical hypothesis tests. The approach is flexibl...

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Published inMathematical programming Vol. 167; no. 2; pp. 235 - 292
Main Authors Bertsimas, Dimitris, Gupta, Vishal, Kallus, Nathan
Format Journal Article
LanguageEnglish
Published Berlin/Heidelberg Springer Berlin Heidelberg 01.02.2018
Springer Nature B.V
Subjects
Online AccessGet full text
ISSN0025-5610
1436-4646
DOI10.1007/s10107-017-1125-8

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Abstract The last decade witnessed an explosion in the availability of data for operations research applications. Motivated by this growing availability, we propose a novel schema for utilizing data to design uncertainty sets for robust optimization using statistical hypothesis tests. The approach is flexible and widely applicable, and robust optimization problems built from our new sets are computationally tractable, both theoretically and practically. Furthermore, optimal solutions to these problems enjoy a strong, finite-sample probabilistic guarantee whenever the constraints and objective function are concave in the uncertainty. We describe concrete procedures for choosing an appropriate set for a given application and applying our approach to multiple uncertain constraints. Computational evidence in portfolio management and queueing confirm that our data-driven sets significantly outperform traditional robust optimization techniques whenever data are available.
AbstractList The last decade witnessed an explosion in the availability of data for operations research applications. Motivated by this growing availability, we propose a novel schema for utilizing data to design uncertainty sets for robust optimization using statistical hypothesis tests. The approach is flexible and widely applicable, and robust optimization problems built from our new sets are computationally tractable, both theoretically and practically. Furthermore, optimal solutions to these problems enjoy a strong, finite-sample probabilistic guarantee whenever the constraints and objective function are concave in the uncertainty. We describe concrete procedures for choosing an appropriate set for a given application and applying our approach to multiple uncertain constraints. Computational evidence in portfolio management and queueing confirm that our data-driven sets significantly outperform traditional robust optimization techniques whenever data are available.
Author Bertsimas, Dimitris
Kallus, Nathan
Gupta, Vishal
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  givenname: Dimitris
  orcidid: 0000-0002-1985-1003
  surname: Bertsimas
  fullname: Bertsimas, Dimitris
  organization: Sloan School of Management, Massachusetts Institute of Technology
– sequence: 2
  givenname: Vishal
  surname: Gupta
  fullname: Gupta, Vishal
  email: guptavis@usc.edu
  organization: Marshall School of Business, University of Southern California
– sequence: 3
  givenname: Nathan
  surname: Kallus
  fullname: Kallus, Nathan
  organization: School of Operations Research and Information Engineering, Cornell University and Cornell Tech
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10.1109/ACC.2012.6314695
10.1017/S0305004100027638
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Copyright Springer-Verlag Berlin Heidelberg and Mathematical Optimization Society 2017
Mathematical Programming is a copyright of Springer, (2017). All Rights Reserved.
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Issue 2
Keywords Hypothesis testing
Robust optimization
Chance-constraints
62H15 (Multivariate Analysis: Hypothesis Testing)
80M50 (Optimization: Operations research, mathematical programming)
Data-driven optimization
Language English
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Snippet The last decade witnessed an explosion in the availability of data for operations research applications. Motivated by this growing availability, we propose a...
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SubjectTerms Calculus of Variations and Optimal Control; Optimization
Combinatorics
Design optimization
Full Length Paper
Mathematical and Computational Physics
Mathematical Methods in Physics
Mathematics
Mathematics and Statistics
Mathematics of Computing
Nonlinear programming
Numerical Analysis
Operations research
Optimization techniques
Portfolio management
Queues
Statistical analysis
Theoretical
Uncertainty
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