Correlation Between WisdomTree Managed and Stone Ridge

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Can any of the company-specific risk be diversified away by investing in both WisdomTree Managed and Stone Ridge 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 Managed and Stone Ridge into the same portfolio, which is an essential part of the fundamental portfolio management process.
By analyzing existing cross correlation between WisdomTree Managed Futures and Stone Ridge 2065, you can compare the effects of market volatilities on WisdomTree Managed and Stone Ridge 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 Managed with a short position of Stone Ridge. Check out your portfolio center. Please also check ongoing floating volatility patterns of WisdomTree Managed and Stone Ridge.

Diversification Opportunities for WisdomTree Managed and Stone Ridge

-0.49
  Correlation Coefficient

Very good diversification

The 3 months correlation between WisdomTree and Stone is -0.49. Overlapping area represents the amount of risk that can be diversified away by holding WisdomTree Managed Futures and Stone Ridge 2065 in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Stone Ridge 2065 and WisdomTree Managed 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 Managed Futures are associated (or correlated) with Stone Ridge. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Stone Ridge 2065 has no effect on the direction of WisdomTree Managed i.e., WisdomTree Managed and Stone Ridge go up and down completely randomly.

Pair Corralation between WisdomTree Managed and Stone Ridge

Given the investment horizon of 90 days WisdomTree Managed Futures is expected to generate 1.5 times more return on investment than Stone Ridge. However, WisdomTree Managed is 1.5 times more volatile than Stone Ridge 2065. It trades about 0.04 of its potential returns per unit of risk. Stone Ridge 2065 is currently generating about -0.08 per unit of risk. If you would invest  3,724  in WisdomTree Managed Futures on November 4, 2025 and sell it today you would earn a total of  57.00  from holding WisdomTree Managed Futures or generate 1.53% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Against 
StrengthVery Weak
Accuracy100.0%
ValuesDaily Returns

WisdomTree Managed Futures  vs.  Stone Ridge 2065

 Performance 
       Timeline  
WisdomTree Managed 

Risk-Adjusted Performance

Weak

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in WisdomTree Managed Futures are ranked lower than 3 (%) of all global equities and portfolios over the last 90 days. Despite nearly stable primary indicators, WisdomTree Managed is not utilizing all of its potentials. The recent stock price disturbance, may contribute to mid-run losses for the stockholders.
Stone Ridge 2065 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days Stone Ridge 2065 has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of rather sound fundamental drivers, Stone Ridge is not utilizing all of its potentials. The latest stock price tumult, may contribute to shorter-term losses for the shareholders.

WisdomTree Managed and Stone Ridge Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with WisdomTree Managed and Stone Ridge

The main advantage of trading using opposite WisdomTree Managed and Stone Ridge positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if WisdomTree Managed position performs unexpectedly, Stone Ridge 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 Stone Ridge will offset losses from the drop in Stone Ridge's long position.
The idea behind WisdomTree Managed Futures and Stone Ridge 2065 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 Idea Optimizer module to use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio .

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