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The Granularity Paradox: How Temporal Disaggregation Inflates In-Sample Fit and Compounds Out-of-Sample Error

This paper explores the 'Granularity Paradox' in time-series forecasting, where finer temporal disaggregation improves in-sample diagnostics but degrades out-of-sample accuracy due to recursive error compounding over longer horizons. Benchmarking 10 models across six granularities on a 13-year procurement dataset reveals a non-monotonic threshold: recursive models (e.g., Holt-Winters) degrade severely at high frequencies, LSTM exhibits a U-shaped error curve, and linear regression remains stable. Standard pointwise metrics mask cumulative error; a consensus-dissensus diagnostic is introduced.

SourcearXiv Machine LearningAuthor: Hugo Moreira

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[Submitted on 5 Jul 2026]

Title:The Granularity Paradox: How Temporal Disaggregation Inflates In-Sample Fit and Compounds Out-of-Sample Error

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Abstract:This paper explores the "Granularity Paradox" in time-series forecasting, wherein finer temporal disaggregation (e.g., Monthly to Weekly/Daily) improves in-sample diagnostics and dataset size (N), but degrades out-of-sample accuracy due to recursive error compounding over longer horizons (H). Conversely, coarse aggregation (Annual) eliminates recursive error propagation but reduces data available to estimators. We formalize this trade-off and benchmark 10 models - spanning naïve, statistical, machine learning, and deep learning architectures - across six granularities using a 13-year public procurement dataset. The empirical results reveal a non-monotonic threshold structure: recursive autoregressive and seasonal models degrade substantially under high-frequency forecasting (e.g., Holt-Winters reaches a Test R-squared of -151 and TPFE of 425.85% at the Daily grain), while the LSTM traces a U-shaped error curve, worsening from Monthly (19.66%) through Bi-Weekly (35.94%) before overcoming the error propagation penalty at Daily (TPFE of 4.35%, R-squared of 0.66). Linear Regression remains stable across all granularities (16.3-17.0% TPFE), confirming that the paradox is driven by recursive feedback topology, not model complexity. The results demonstrate that standard pointwise metrics (RMSE, MAE) systematically mask cumulative error propagation, and that evaluating forecasts without goal-dependent cumulative metrics produces misleading assessments of model adequacy. We introduce a consensus-dissensus diagnostic comparing the directional behaviour of pointwise metrics against cumulative TPFE across granularities, enabling the identification of models whose standard diagnostics mask systematic error propagation.

Subjects:

Machine Learning (cs.LG); Artificial Intelligence (cs.AI); Methodology (stat.ME)

MSC classes: 62M10, 62P20, 68T07

ACM classes: G.3; I.2.6

Cite as: arXiv:2607.05450 [cs.LG]

(or arXiv:2607.05450v1 [cs.LG] for this version)

https://doi.org/10.48550/arXiv.2607.05450

arXiv-issued DOI via DataCite

Submission history

From: Hugo Moreira [view email] [v1] Sun, 5 Jul 2026 11:52:08 UTC (44 KB)

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