BetaPro vs First Comparison
Comparing BetaPro vs First can highlight diversification potential when BetaPro and First are held together. This screen organizes technical and fundamental indicators for BetaPro against First. Go to your portfolio center
This comparable analysis view benchmarks BetaPro SAMPP and First Asset on overlapping fundamentals and risk traits. Peer context helps isolate relative strength and structural differences. First Asset
Correlation Matrix
Correlation review across multiple holdings gives investors a better sense of whether portfolio risk is spread across independent return streams or concentrated in the same trade idea. A correlation near +1 implies tandem price movement, near -1 suggests offsetting movement, and a reading close to zero points to weaker historical dependence.
Please specify at least 3 valid symbols having historical data to build a meaningful correlation cloud. You can use symbol search above to locate your securities.
Competitive Analysis
| Better Than Average | Worse Than Peers | View Performance Chart |
| HIU | TXF | |
| 0.92 9.74 | 0.67 22.50 | Market Volatility (90 Days Market Risk) |
| Market Performance (90 Days Performance) | ||
| Odds of Financial Distress (Probability Of Bankruptcy) | ||
| Current Valuation (Equity Enterprise Value) | ||
| Buy or Sell Analysis (Average Analysts Consensus) | ||
Trade Advice (90 Days Macroaxis Advice) | ||
| Price To Sales | ||
| Equity Positions Weight | ||
| Holdings Turnover | ||
| Three Year Return | ||
| Net Asset | ||
| Annual Yield | ||
| Price To Book | ||
| Five Year Return | ||
| One Year Return | ||
| Ten Year Return | ||
| Price To Earning | ||
| Beta | ||
| Day Typical Price | ||
| Accumulation Distribution | ||
| Market Facilitation Index | ||
| Daily Balance Of Power | ||
| Period Momentum Indicator | ||
| Rate Of Daily Change | ||
| Day Median Price | ||
| Price Action Indicator | ||
| Relative Strength Index | ||
| Coefficient Of Variation | ||
| Mean Deviation | ||
| Jensen Alpha | ||
| Total Risk Alpha | ||
| Sortino Ratio | ||
| Downside Variance | ||
| Standard Deviation | ||
| Kurtosis | ||
| Potential Upside | ||
| Treynor Ratio | ||
| Maximum Drawdown | ||
| Variance | ||
| Market Risk Adjusted Performance | ||
| Risk Adjusted Performance | ||
| Skewness | ||
| Semi Deviation | ||
| Information Ratio | ||
| Value At Risk | ||
| Expected Short fall | ||
| Downside Deviation | ||
| Semi Variance |
Market Neutrality
A market-neutral setup is useful when investors want to test relative-value ideas without depending entirely on a rising overall market to make the trade work. The more closely the trade thesis is tied to relative value instead of absolute direction, the more important this framework becomes.
A serious pairs strategy starts with the spread time series because execution quality depends on understanding how the relationship behaves through different market regimes. That is why investors usually validate correlation, volatility, and spread persistence together instead of assuming a historical relationship will hold automatically.
How to Analyze Peer Competition
Peer analysis compares companies with similar business models, markets, and risk profiles. The goal is to separate company-specific signals from broader sector moves using consistent data. A practical peer review usually includes:- Define the peer set: Select direct peers and close substitutes with similar revenue drivers and exposure.
- Benchmark fundamentals: Compare margins, growth, leverage, liquidity, and cash generation.
- Compare valuation: Review multiples in context of quality, growth durability, and balance-sheet risk.
- Review risk and co-movement: Use volatility and correlation to test diversification assumptions.
- Summarize relative position: Identify where the company leads or lags and what may explain the gap.
Use Investing Themes to Complement your positions
Investors often get a better portfolio result when a thesis is reviewed as part of a broader theme rather than as an isolated holding. The practical benefit is that the selected idea can be tuned either for higher upside or for tighter risk control.Did You Try This Idea?
Run Manufacturing Thematic Idea Now
Manufacturing
Companies that provide goods across residential, commercial and industrial construction such as machinery, tools, or lumber production. The Manufacturing theme has 20 constituents at this time.
Whether used as a passive allocation or an active trading idea, the Manufacturing Theme provides a structured starting point for portfolio construction.
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Go to your portfolio centerThe analysis presented here should support, not replace, the broader process of selecting and combining portfolio holdings. The practical goal is to improve the mix of assets already under consideration. You can also try the Content Syndication module to quickly integrate customizable finance content to your own investment portal.
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