Welltower Correlations

WELL Stock

USD 188.18 0.53 0.28%

The current 90-days correlation between Welltower and Prologis is 0.35 (i.e., Weak diversification). A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Welltower moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Welltower moves in either direction, the perfectly negatively correlated security will move in the opposite direction.

Welltower Correlation With Market

Good diversification

The correlation between Welltower and DJI is -0.01 (i.e., Good diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Welltower and DJI in the same portfolio, assuming nothing else is changed.

Build AI portfolio with Welltower Stock

Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Welltower. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in industry.

For more information on how to buy Welltower Stock please use our How to buy in Welltower Stock guide.

Moving together with Welltower Stock

0.63	TUXS	Tuxis	Pair Corr
0.68	PFE	Pfizer Inc Aggressive Push	Pair Corr
0.77	KO	Coca Cola	Pair Corr
0.7	CSCO	Cisco Systems	Pair Corr
0.65	TRV	The Travelers Companies Earnings Call This Week	Pair Corr
0.7	MMM	3M Company Earnings Call This Week	Pair Corr

Moving against Welltower Stock

0.69	HD	Home Depot	Pair Corr
0.63	DIS	Walt Disney Sell-off Trend	Pair Corr
0.55	MSFT	Microsoft	Pair Corr
0.52	BA	Boeing	Pair Corr
0.47	IIPR	Innovative Industrial	Pair Corr
0.44	MCHP	Microchip Technology	Pair Corr
0.39	GE	GE Aerospace Earnings Call This Week	Pair Corr

Related Correlations Analysis

	PLD	EQIX	VTR	AMT	GMRE	LTC	NHI	UHT	DLR
PLD		-0.44	0.55	-0.41	0.75	0.25	0.69	0.68	-0.53	PLD
EQIX	-0.44		-0.77	0.48	-0.47	0.0	-0.59	-0.74	0.76	EQIX
VTR	0.55	-0.77		-0.62	0.43	0.37	0.8	0.87	-0.8	VTR
AMT	-0.41	0.48	-0.62		-0.49	-0.11	-0.48	-0.67	0.72	AMT
GMRE	0.75	-0.47	0.43	-0.49		0.03	0.58	0.69	-0.65	GMRE
LTC	0.25	0.0	0.37	-0.11	0.03		0.66	0.26	-0.09	LTC
NHI	0.69	-0.59	0.8	-0.48	0.58	0.66		0.76	-0.65	NHI
UHT	0.68	-0.74	0.87	-0.67	0.69	0.26	0.76		-0.89	UHT
DLR	-0.53	0.76	-0.8	0.72	-0.65	-0.09	-0.65	-0.89		DLR
	PLD	EQIX	VTR	AMT	GMRE	LTC	NHI	UHT	DLR

Correlation Matchups

Over a given time period, the two securities move together when the Correlation Coefficient is positive. Conversely, the two assets move in opposite directions when the Correlation Coefficient is negative. Determining your positions' relationship to each other is valuable for analyzing and projecting your portfolio's future expected return and risk.

High positive correlations

UHT	+ 0.87	VTR
NHI	+ 0.8	VTR
DLR	+ 0.76	EQIX
UHT	+ 0.76	NHI
GMRE	+ 0.75	PLD
DLR	+ 0.72	AMT

High negative correlations

DLR	- 0.89	UHT
DLR	- 0.8	VTR
VTR	- 0.77	EQIX
UHT	- 0.74	EQIX
UHT	- 0.67	AMT
DLR	- 0.65	NHI

Risk-Adjusted Indicators

There is a big difference between Welltower Stock performing well and Welltower Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Welltower's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
PLD	0.84	0.21	0.17	0.55	0.65	(1.00)	2.40	(1.30)	8.66
EQIX	1.04	0.00	(0.07)	0.08	1.35	(1.06)	2.23	(2.25)	7.72
VTR	0.83	0.24	0.11	(0.68)	0.73	(0.98)	1.53	(1.26)	9.40
AMT	0.99	(0.05)	(0.07)	0.00	1.39	(0.97)	2.10	(2.35)	6.45
GMRE	1.14	0.23	0.11	1.00	1.20	(1.27)	3.49	(1.87)	9.05
LTC	0.69	0.12	0.02	7.28	0.71	(0.78)	1.43	(1.33)	3.48
NHI	0.80	0.19	0.07	(0.82)	0.83	(0.87)	1.98	(1.65)	4.51
UHT	0.93	0.19	0.08	0.90	0.99	(0.95)	2.05	(2.05)	6.30
DLR	1.13	(0.13)	0.00	(0.19)	0.00	0.00	2.22	(2.77)	6.20

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