Correlation Between CoinShares Physical and WisdomTree Physical

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Can any of the company-specific risk be diversified away by investing in both CoinShares Physical and WisdomTree Physical at the same time? Although using a correlation coefficient on its own may not help to predict future stock returns, this module helps to understand the diversifiable risk of combining CoinShares Physical and WisdomTree Physical into the same portfolio, which is an essential part of the fundamental portfolio management process.
By analyzing existing cross correlation between CoinShares Physical Bitcoin and WisdomTree Physical Bitcoin, you can compare the effects of market volatilities on CoinShares Physical and WisdomTree Physical and check how they will diversify away market risk if combined in the same portfolio for a given time horizon. You can also utilize pair trading strategies of matching a long position in CoinShares Physical with a short position of WisdomTree Physical. Check out your portfolio center. Please also check ongoing floating volatility patterns of CoinShares Physical and WisdomTree Physical.

Diversification Opportunities for CoinShares Physical and WisdomTree Physical

0.97
  Correlation Coefficient

Almost no diversification

The 3 months correlation between CoinShares and WisdomTree is 0.97. Overlapping area represents the amount of risk that can be diversified away by holding CoinShares Physical Bitcoin and WisdomTree Physical Bitcoin in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on WisdomTree Physical and CoinShares Physical is a relative statistical measure of the degree to which these equity instruments tend to move together. The correlation coefficient measures the extent to which returns on CoinShares Physical Bitcoin are associated (or correlated) with WisdomTree Physical. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of WisdomTree Physical has no effect on the direction of CoinShares Physical i.e., CoinShares Physical and WisdomTree Physical go up and down completely randomly.

Pair Corralation between CoinShares Physical and WisdomTree Physical

Assuming the 90 days trading horizon CoinShares Physical Bitcoin is expected to generate 1.02 times more return on investment than WisdomTree Physical. However, CoinShares Physical is 1.02 times more volatile than WisdomTree Physical Bitcoin. It trades about -0.14 of its potential returns per unit of risk. WisdomTree Physical Bitcoin is currently generating about -0.16 per unit of risk. If you would invest  6,870  in CoinShares Physical Bitcoin on November 17, 2025 and sell it today you would lose (1,762) from holding CoinShares Physical Bitcoin or give up 25.65% of portfolio value over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthVery Strong
Accuracy100.0%
ValuesDaily Returns

CoinShares Physical Bitcoin  vs.  WisdomTree Physical Bitcoin

 Performance 
       Timeline  
CoinShares Physical 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days CoinShares Physical Bitcoin has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of abnormal performance in the last few months, the Etf's basic indicators remain fairly stable which may send shares a bit higher in March 2026. The latest fuss may also be a sign of long-term up-swing for the fund sophisticated investors.
WisdomTree Physical 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days WisdomTree Physical Bitcoin has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of abnormal performance in the last few months, the Etf's basic indicators remain fairly stable which may send shares a bit higher in March 2026. The latest fuss may also be a sign of long-term up-swing for the fund sophisticated investors.

CoinShares Physical and WisdomTree Physical Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with CoinShares Physical and WisdomTree Physical

The main advantage of trading using opposite CoinShares Physical and WisdomTree Physical positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if CoinShares Physical position performs unexpectedly, WisdomTree Physical can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in WisdomTree Physical will offset losses from the drop in WisdomTree Physical's long position.
The idea behind CoinShares Physical Bitcoin and WisdomTree Physical Bitcoin pairs trading is to make the combined position market-neutral, meaning the overall market's direction will not affect its win or loss (or potential downside or upside). This can be achieved by designing a pairs trade with two highly correlated stocks or equities that operate in a similar space or sector, making it possible to obtain profits through simple and relatively low-risk investment.
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Note that this page's information should be used as a complementary analysis to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Instant Ratings module to determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance.

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