Correlation Between SWP Growth and WisdomTree Europe

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

Diversification Opportunities for SWP Growth and WisdomTree Europe

0.86
  Correlation Coefficient

Very poor diversification

The 3 months correlation between SWP and WisdomTree is 0.86. Overlapping area represents the amount of risk that can be diversified away by holding SWP Growth Income and WisdomTree Europe Hedged in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on WisdomTree Europe Hedged and SWP Growth 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 SWP Growth Income are associated (or correlated) with WisdomTree Europe. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of WisdomTree Europe Hedged has no effect on the direction of SWP Growth i.e., SWP Growth and WisdomTree Europe go up and down completely randomly.

Pair Corralation between SWP Growth and WisdomTree Europe

Considering the 90-day investment horizon SWP Growth is expected to generate 1.64 times less return on investment than WisdomTree Europe. In addition to that, SWP Growth is 1.19 times more volatile than WisdomTree Europe Hedged. It trades about 0.23 of its total potential returns per unit of risk. WisdomTree Europe Hedged is currently generating about 0.45 per unit of volatility. If you would invest  5,241  in WisdomTree Europe Hedged on October 13, 2025 and sell it today you would earn a total of  248.00  from holding WisdomTree Europe Hedged or generate 4.73% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthStrong
Accuracy100.0%
ValuesDaily Returns

SWP Growth Income  vs.  WisdomTree Europe Hedged

 Performance 
       Timeline  
SWP Growth Income 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in SWP Growth Income are ranked lower than 12 (%) of all global equities and portfolios over the last 90 days. Even with relatively fragile basic indicators, SWP Growth may actually be approaching a critical reversion point that can send shares even higher in February 2026.
WisdomTree Europe Hedged 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in WisdomTree Europe Hedged are ranked lower than 14 (%) of all global equities and portfolios over the last 90 days. Even with relatively uncertain fundamental indicators, WisdomTree Europe may actually be approaching a critical reversion point that can send shares even higher in February 2026.

SWP Growth and WisdomTree Europe Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with SWP Growth and WisdomTree Europe

The main advantage of trading using opposite SWP Growth and WisdomTree Europe positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if SWP Growth position performs unexpectedly, WisdomTree Europe 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 Europe will offset losses from the drop in WisdomTree Europe's long position.
The idea behind SWP Growth Income and WisdomTree Europe Hedged 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 Aroon Oscillator module to analyze current equity momentum using Aroon Oscillator and other momentum ratios.

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