Correlation Between WisdomTree Global and WisdomTree Inflation

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

Diversification Opportunities for WisdomTree Global and WisdomTree Inflation

-0.53
  Correlation Coefficient

Excellent diversification

The 3 months correlation between WisdomTree and WisdomTree is -0.53. Overlapping area represents the amount of risk that can be diversified away by holding WisdomTree Global Defense and WisdomTree Inflation Plus in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on WisdomTree Inflation Plus and WisdomTree Global 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 Global Defense are associated (or correlated) with WisdomTree Inflation. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of WisdomTree Inflation Plus has no effect on the direction of WisdomTree Global i.e., WisdomTree Global and WisdomTree Inflation go up and down completely randomly.

Pair Corralation between WisdomTree Global and WisdomTree Inflation

Given the investment horizon of 90 days WisdomTree Global Defense is expected to generate 1.88 times more return on investment than WisdomTree Inflation. However, WisdomTree Global is 1.88 times more volatile than WisdomTree Inflation Plus. It trades about 0.39 of its potential returns per unit of risk. WisdomTree Inflation Plus is currently generating about 0.4 per unit of risk. If you would invest  2,845  in WisdomTree Global Defense on September 25, 2025 and sell it today you would earn a total of  260.00  from holding WisdomTree Global Defense or generate 9.14% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Against 
StrengthVery Weak
Accuracy100.0%
ValuesDaily Returns

WisdomTree Global Defense  vs.  WisdomTree Inflation Plus

 Performance 
       Timeline  
WisdomTree Global Defense 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days WisdomTree Global Defense has generated negative risk-adjusted returns adding no value to investors with long positions. Despite nearly stable technical and fundamental indicators, WisdomTree Global is not utilizing all of its potentials. The current stock price disturbance, may contribute to mid-run losses for the stockholders.
WisdomTree Inflation Plus 

Risk-Adjusted Performance

Solid

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in WisdomTree Inflation Plus are ranked lower than 23 (%) of all global equities and portfolios over the last 90 days. Even with relatively unsteady forward indicators, WisdomTree Inflation may actually be approaching a critical reversion point that can send shares even higher in January 2026.

WisdomTree Global and WisdomTree Inflation Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with WisdomTree Global and WisdomTree Inflation

The main advantage of trading using opposite WisdomTree Global and WisdomTree Inflation positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if WisdomTree Global position performs unexpectedly, WisdomTree Inflation 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 Inflation will offset losses from the drop in WisdomTree Inflation's long position.
The idea behind WisdomTree Global Defense and WisdomTree Inflation Plus 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 Equity Analysis module to research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities.

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