Correlation Between First Trust and WisdomTree BioRevolution

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

Diversification Opportunities for First Trust and WisdomTree BioRevolution

0.76
  Correlation Coefficient

Poor diversification

The 3 months correlation between First and WisdomTree is 0.76. Overlapping area represents the amount of risk that can be diversified away by holding First Trust Exchange Traded and WisdomTree BioRevolution in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on WisdomTree BioRevolution and First Trust 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 First Trust Exchange Traded are associated (or correlated) with WisdomTree BioRevolution. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of WisdomTree BioRevolution has no effect on the direction of First Trust i.e., First Trust and WisdomTree BioRevolution go up and down completely randomly.

Pair Corralation between First Trust and WisdomTree BioRevolution

Given the investment horizon of 90 days First Trust is expected to generate 8.03 times less return on investment than WisdomTree BioRevolution. But when comparing it to its historical volatility, First Trust Exchange Traded is 1.62 times less risky than WisdomTree BioRevolution. It trades about 0.03 of its potential returns per unit of risk. WisdomTree BioRevolution is currently generating about 0.15 of returns per unit of risk over similar time horizon. If you would invest  1,640  in WisdomTree BioRevolution on October 28, 2025 and sell it today you would earn a total of  216.00  from holding WisdomTree BioRevolution or generate 13.17% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthSignificant
Accuracy100.0%
ValuesDaily Returns

First Trust Exchange Traded  vs.  WisdomTree BioRevolution

 Performance 
       Timeline  
First Trust Exchange 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in First Trust Exchange Traded are ranked lower than 2 (%) of all global equities and portfolios over the last 90 days. In spite of fairly stable technical and fundamental indicators, First Trust is not utilizing all of its potentials. The latest stock price fuss, may contribute to near-short-term losses for the sophisticated investors.
WisdomTree BioRevolution 

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in WisdomTree BioRevolution are ranked lower than 11 (%) of all global equities and portfolios over the last 90 days. Despite somewhat unsteady basic indicators, WisdomTree BioRevolution sustained solid returns over the last few months and may actually be approaching a breakup point.

First Trust and WisdomTree BioRevolution Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with First Trust and WisdomTree BioRevolution

The main advantage of trading using opposite First Trust and WisdomTree BioRevolution positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if First Trust position performs unexpectedly, WisdomTree BioRevolution 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 BioRevolution will offset losses from the drop in WisdomTree BioRevolution's long position.
The idea behind First Trust Exchange Traded and WisdomTree BioRevolution 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.
Check out your portfolio center.
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 Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.

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