Correlation Between WisdomTree Physical and Invesco MSCI

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Can any of the company-specific risk be diversified away by investing in both WisdomTree Physical and Invesco MSCI 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 WisdomTree Physical and Invesco MSCI into the same portfolio, which is an essential part of the fundamental portfolio management process.
By analyzing existing cross correlation between WisdomTree Physical Bitcoin and Invesco MSCI Europe, you can compare the effects of market volatilities on WisdomTree Physical and Invesco MSCI 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 WisdomTree Physical with a short position of Invesco MSCI. Check out your portfolio center. Please also check ongoing floating volatility patterns of WisdomTree Physical and Invesco MSCI.

Diversification Opportunities for WisdomTree Physical and Invesco MSCI

-0.38
  Correlation Coefficient

Very good diversification

The 3 months correlation between WisdomTree and Invesco is -0.38. Overlapping area represents the amount of risk that can be diversified away by holding WisdomTree Physical Bitcoin and Invesco MSCI Europe in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Invesco MSCI Europe and WisdomTree 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 WisdomTree Physical Bitcoin are associated (or correlated) with Invesco MSCI. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Invesco MSCI Europe has no effect on the direction of WisdomTree Physical i.e., WisdomTree Physical and Invesco MSCI go up and down completely randomly.

Pair Corralation between WisdomTree Physical and Invesco MSCI

Assuming the 90 days trading horizon WisdomTree Physical Bitcoin is expected to under-perform the Invesco MSCI. In addition to that, WisdomTree Physical is 3.47 times more volatile than Invesco MSCI Europe. It trades about -0.14 of its total potential returns per unit of risk. Invesco MSCI Europe is currently generating about 0.17 per unit of volatility. If you would invest  6,974  in Invesco MSCI Europe on November 4, 2025 and sell it today you would earn a total of  590.00  from holding Invesco MSCI Europe or generate 8.46% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Against 
StrengthInsignificant
Accuracy98.31%
ValuesDaily Returns

WisdomTree Physical Bitcoin  vs.  Invesco MSCI Europe

 Performance 
       Timeline  
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.
Invesco MSCI Europe 

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Invesco MSCI Europe are ranked lower than 13 (%) of all global equities and portfolios over the last 90 days. In spite of fairly abnormal basic indicators, Invesco MSCI may actually be approaching a critical reversion point that can send shares even higher in March 2026.

WisdomTree Physical and Invesco MSCI Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with WisdomTree Physical and Invesco MSCI

The main advantage of trading using opposite WisdomTree Physical and Invesco MSCI positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if WisdomTree Physical position performs unexpectedly, Invesco MSCI 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 Invesco MSCI will offset losses from the drop in Invesco MSCI's long position.
The idea behind WisdomTree Physical Bitcoin and Invesco MSCI Europe 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 Portfolio Comparator module to compare the composition, asset allocations and performance of any two portfolios in your account.

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