Correlation Between Strategic Enhanced and Inverse Nasdaq-100

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Can any of the company-specific risk be diversified away by investing in both Strategic Enhanced and Inverse Nasdaq-100 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 Strategic Enhanced and Inverse Nasdaq-100 into the same portfolio, which is an essential part of the fundamental portfolio management process.
By analyzing existing cross correlation between Strategic Enhanced Yield and Inverse Nasdaq 100 Strategy, you can compare the effects of market volatilities on Strategic Enhanced and Inverse Nasdaq-100 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 Strategic Enhanced with a short position of Inverse Nasdaq-100. Check out your portfolio center. Please also check ongoing floating volatility patterns of Strategic Enhanced and Inverse Nasdaq-100.

Diversification Opportunities for Strategic Enhanced and Inverse Nasdaq-100

-0.71
  Correlation Coefficient

Pay attention - limited upside

The 3 months correlation between Strategic and Inverse is -0.71. Overlapping area represents the amount of risk that can be diversified away by holding Strategic Enhanced Yield and Inverse Nasdaq 100 Strategy in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Inverse Nasdaq 100 and Strategic Enhanced 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 Strategic Enhanced Yield are associated (or correlated) with Inverse Nasdaq-100. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Inverse Nasdaq 100 has no effect on the direction of Strategic Enhanced i.e., Strategic Enhanced and Inverse Nasdaq-100 go up and down completely randomly.

Pair Corralation between Strategic Enhanced and Inverse Nasdaq-100

Assuming the 90 days horizon Strategic Enhanced Yield is expected to generate 0.19 times more return on investment than Inverse Nasdaq-100. However, Strategic Enhanced Yield is 5.3 times less risky than Inverse Nasdaq-100. It trades about 0.18 of its potential returns per unit of risk. Inverse Nasdaq 100 Strategy is currently generating about -0.08 per unit of risk. If you would invest  887.00  in Strategic Enhanced Yield on August 29, 2025 and sell it today you would earn a total of  20.00  from holding Strategic Enhanced Yield or generate 2.25% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Against 
StrengthWeak
Accuracy100.0%
ValuesDaily Returns

Strategic Enhanced Yield  vs.  Inverse Nasdaq 100 Strategy

 Performance 
       Timeline  
Strategic Enhanced Yield 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Strategic Enhanced Yield are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Strategic Enhanced is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
Inverse Nasdaq 100 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days Inverse Nasdaq 100 Strategy has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental indicators, Inverse Nasdaq-100 is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.

Strategic Enhanced and Inverse Nasdaq-100 Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Strategic Enhanced and Inverse Nasdaq-100

The main advantage of trading using opposite Strategic Enhanced and Inverse Nasdaq-100 positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Strategic Enhanced position performs unexpectedly, Inverse Nasdaq-100 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 Inverse Nasdaq-100 will offset losses from the drop in Inverse Nasdaq-100's long position.
The idea behind Strategic Enhanced Yield and Inverse Nasdaq 100 Strategy 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 Price Exposure Probability module to analyze equity upside and downside potential for a given time horizon across multiple markets.

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