MRPNL

Market Impact

The adverse price movement caused by your own order consuming liquidity — buying pushes price up, selling pushes it down.

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Formula

Market impact ≈ (avg fill price − pre-trade mid price) for a buy (sign reversed for a sell); often modeled as roughly proportional to √(order size / average daily volume)

Market impact is the degree to which your own trading moves the price against you. A large buy consumes the resting offers in the order book and walks the price up; a large sell walks it down. It is the dominant execution cost for institutional-size orders and a core reason trades are sliced and worked over time.

Impact has two components. Temporary impact is the immediate push from demanding liquidity, which partially reverts once your order stops trading. Permanent impact is the lasting price change the market attributes to the information your trade may signal. Impact grows with order size relative to available liquidity and average daily volume, and it widens sharply in thin or volatile names.

Managing impact is the entire point of VWAP, TWAP, iceberg, and dark-pool execution: spread the order out, hide size, and source liquidity quietly. The unavoidable tension is that reducing impact by trading slowly increases exposure to adverse price drift — the trade-off that implementation shortfall is built to measure.

#microstructure#execution#cost

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