Wheeler Real Estate Stock Alpha and Beta Analysis
| WHLR Stock | USD 8.49 0.01 0.12% |
This module allows you to check different measures of market premium (i.e., alpha and beta) for all equities such as Wheeler Real Estate. It also helps investors analyze the systematic and unsystematic risks associated with investing in Wheeler Real over a specified time horizon. Remember, high Wheeler Real's alpha is almost always a sign of good performance; however, a high beta will depend on investors' risk tolerance level and may signal increased volatility and potential future overvaluation. Key technical indicators related to Wheeler Real's market risk premium analysis include:
Beta (9.61) | Alpha 5.04 | Risk 46.25 | Sharpe Ratio 0.11 | Expected Return 4.96 |
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Alpha is a measure of relative performance on a risk-adjusted basis, while beta measures volatility against the benchmark. The goal is to know if an investor is being compensated for the volatility risk taken. The return on investment might be better than its reference but still not compensate for the assumption of the risk.
Wheeler |
Wheeler Real Market Premiums
Investors always prefer to have the highest possible return on investment, coupled with the lowest possible volatility. Wheeler Real market risk premium is the additional return an investor will receive from holding Wheeler Real long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Wheeler Real. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Alpha and beta are two of the key measurements used to evaluate Wheeler Real's performance over market.| α | 5.04 | β | -9.61 |
Wheeler Real expected buy-and-hold returns
Although buy-and-hold investment strategy may not appeal to all investors, it may be used as a good measure of Wheeler Real's Buy-and-hold return. Our buy-and-hold chart shows how Wheeler Real performed over your current time horizon against a typical interest-earning bank account and a selected benchmark.Wheeler Real Market Price Analysis
Market price analysis indicators help investors to evaluate how Wheeler Real stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Wheeler Real shares will generate the highest return on investment. By understating and applying Wheeler Real stock market price indicators, traders can identify Wheeler Real position entry and exit signals to maximize returns.
Wheeler Real Return and Market Media
The median price of Wheeler Real for the period between Wed, Aug 28, 2024 and Tue, Nov 26, 2024 is 19.52 with a coefficient of variation of 53.24. The daily time series for the period is distributed with a sample standard deviation of 11.34, arithmetic mean of 21.3, and mean deviation of 8.3. The Stock received substential amount of media coverage during this period. Price Growth (%) |
| Timeline |
1 | Cedar Realty Trust and Wheeler Real Estate Investment Trust Announce Fourth Circuit Court Affirms Dismissal of Class Action Lawsuit | 09/05/2024 |
2 | Why Wheeler Real Estate Investment Stock Is Soaring | 09/06/2024 |
3 | Dow Jumps Over 100 Points Fed Cuts Interest Rates By 0.5 | 09/18/2024 |
4 | Disposition of 48148 shares by Stilwell Joseph of Wheeler Real at 169.6 subject to Rule 16b-3 | 09/20/2024 |
5 | How to Take Advantage of moves in - Stock Traders Daily | 09/26/2024 |
6 | Wheeler REIT Stock Hits 52-Week High at 21.19 Amid Growth - Investing.com | 09/30/2024 |
7 | Wheeler Real Estate Investment Trust, Inc. Sees Significant Increase in Short Interest | 10/15/2024 |
8 | Wheeler Real Estate Q3 Earnings Snapshot | 11/07/2024 |
9 | Disposition of 7244 shares by Stilwell Joseph of Wheeler Real at 61056.0 subject to Rule 16b-3 | 11/14/2024 |
10 | Magnetar Financial LLC Acquires New Stake in Wheeler Real Estate Investment Trust Inc | 11/15/2024 |
11 | Wheeler Real Estate Investment Trust, Inc. Reports Earnings Results for the Third Quarter and Nine Months Ended September 30, 2024 - Marketscreener.com | 11/21/2024 |
About Wheeler Real Beta and Alpha
For many years both, Alpha and Beta indicators are used by professional money managers as critical performance measurement tools across virtually all financial instruments including Wheeler or other stocks. Alpha measures the amount that position in Wheeler Real Estate has returned in comparison to a selected market index or another relevant benchmark. In other words, Alpha is the excess return on an investment relative to the performance of your selected benchmark. Beta, on the other hand, measures the relative risk of your investment.
| 2023 | 2024 (projected) | Dividend Yield | 0.0827 | 0.0869 | Price To Sales Ratio | 1.27 | 1.21 |
Wheeler Real Upcoming Company Events
As portrayed in its financial statements, the presentation of Wheeler Real's financial position is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Wheeler Real's leadership is honest, while the outside auditors are strict and uncompromising. Whatever the case, investors should always follow all of Wheeler Real's public filing events to personally review all filings and be reasonable and skeptical to interpret all of the financial statements of Wheeler Real. Please utilize our Beneish M Score to check the likelihood of Wheeler Real's management manipulating its earnings.
| 7th of March 2024 Upcoming Quarterly Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View |
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Additional Tools for Wheeler Stock Analysis
When running Wheeler Real's price analysis, check to measure Wheeler Real's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Wheeler Real is operating at the current time. Most of Wheeler Real's value examination focuses on studying past and present price action to predict the probability of Wheeler Real's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Wheeler Real's price. Additionally, you may evaluate how the addition of Wheeler Real to your portfolios can decrease your overall portfolio volatility.