Welltower Correlations

WELL Stock

USD 195.92 4.86 2.54%

The current 90-days correlation between Welltower and Prologis is 0.23 (i.e., Modest 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

Excellent diversification

The correlation between Welltower and DJI is -0.55 (i.e., Excellent 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 metropolitan statistical area.

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

MMM

3M Company

Pair Corr

Moving against Welltower Stock

0.62	HOT-U	American Hotel Income	Pair Corr
0.45	DIR-UN	Dream Industrial Real	Pair Corr
0.45	UIS	Unisys	Pair Corr
0.43	DD	Dupont De Nemours Earnings Call Today	Pair Corr
0.34	CAT	Caterpillar	Pair Corr
0.74	DIS	Walt Disney	Pair Corr
0.36	XOM	Exxon Mobil Corp Aggressive Push	Pair Corr
0.31	BAC	Bank of America Aggressive Push	Pair Corr

Related Correlations Analysis

	PLD	EQIX	VTR	AMT	GMRE	LTC	NHI	UHT	DLR
PLD		0.14	0.26	-0.26	0.84	0.36	0.7	0.67	0.07	PLD
EQIX	0.14		-0.56	0.07	0.19	0.49	0.28	-0.33	0.74	EQIX
VTR	0.26	-0.56		-0.03	0.05	0.06	0.36	0.51	-0.27	VTR
AMT	-0.26	0.07	-0.03		-0.26	0.18	-0.05	-0.23	0.25	AMT
GMRE	0.84	0.19	0.05	-0.26		0.34	0.65	0.6	-0.09	GMRE
LTC	0.36	0.49	0.06	0.18	0.34		0.79	0.07	0.52	LTC
NHI	0.7	0.28	0.36	-0.05	0.65	0.79		0.45	0.29	NHI
UHT	0.67	-0.33	0.51	-0.23	0.6	0.07	0.45		-0.36	UHT
DLR	0.07	0.74	-0.27	0.25	-0.09	0.52	0.29	-0.36		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

GMRE	+ 0.84	PLD
NHI	+ 0.79	LTC
DLR	+ 0.74	EQIX
NHI	+ 0.7	PLD
UHT	+ 0.67	PLD
NHI	+ 0.65	GMRE

High negative correlations

VTR	- 0.56	EQIX
DLR	- 0.36	UHT
UHT	- 0.33	EQIX
DLR	- 0.27	VTR
GMRE	- 0.26	AMT
AMT	- 0.26	PLD

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	0.79	0.14	0.06	0.71	0.99	(0.84)	1.80	(1.72)	5.58
EQIX	0.99	(0.03)	(0.04)	0.04	1.15	(1.10)	2.23	(2.06)	4.88
VTR	0.75	0.18	0.10	(1.12)	0.63	(0.91)	1.65	(1.23)	4.35
AMT	1.05	(0.07)	0.00	(0.06)	0.00	0.00	2.16	(2.87)	6.45
GMRE	1.14	0.30	0.16	1.59	1.13	(1.27)	3.49	(1.87)	9.05
LTC	0.79	0.12	0.02	(0.45)	0.89	(0.91)	1.52	(1.62)	4.34
NHI	0.89	0.22	0.10	(0.70)	0.97	(0.97)	1.98	(1.82)	5.29
UHT	1.01	0.18	0.07	(3.93)	1.08	(1.04)	2.07	(2.05)	5.17
DLR	1.13	(0.05)	(0.05)	0.01	1.43	(1.19)	2.35	(2.43)	6.11

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