Correlation Between WisdomTree Efficient and IMGP DBi

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

Diversification Opportunities for WisdomTree Efficient and IMGP DBi

0.61
  Correlation Coefficient

Poor diversification

The 3 months correlation between WisdomTree and IMGP is 0.61. Overlapping area represents the amount of risk that can be diversified away by holding WisdomTree Efficient Gold and iMGP DBi Managed in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on iMGP DBi Managed and WisdomTree Efficient 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 Efficient Gold are associated (or correlated) with IMGP DBi. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of iMGP DBi Managed has no effect on the direction of WisdomTree Efficient i.e., WisdomTree Efficient and IMGP DBi go up and down completely randomly.

Pair Corralation between WisdomTree Efficient and IMGP DBi

Given the investment horizon of 90 days WisdomTree Efficient Gold is expected to generate 4.48 times more return on investment than IMGP DBi. However, WisdomTree Efficient is 4.48 times more volatile than iMGP DBi Managed. It trades about 0.1 of its potential returns per unit of risk. iMGP DBi Managed is currently generating about 0.13 per unit of risk. If you would invest  7,687  in WisdomTree Efficient Gold on September 30, 2025 and sell it today you would earn a total of  1,635  from holding WisdomTree Efficient Gold or generate 21.27% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthSignificant
Accuracy98.44%
ValuesDaily Returns

WisdomTree Efficient Gold  vs.  iMGP DBi Managed

 Performance 
       Timeline  
WisdomTree Efficient Gold 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in WisdomTree Efficient Gold are ranked lower than 7 (%) of all global equities and portfolios over the last 90 days. In spite of very unfluctuating primary indicators, WisdomTree Efficient displayed solid returns over the last few months and may actually be approaching a breakup point.
iMGP DBi Managed 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in iMGP DBi Managed are ranked lower than 10 (%) of all global equities and portfolios over the last 90 days. Despite nearly abnormal primary indicators, IMGP DBi may actually be approaching a critical reversion point that can send shares even higher in January 2026.

WisdomTree Efficient and IMGP DBi Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with WisdomTree Efficient and IMGP DBi

The main advantage of trading using opposite WisdomTree Efficient and IMGP DBi positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if WisdomTree Efficient position performs unexpectedly, IMGP DBi 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 IMGP DBi will offset losses from the drop in IMGP DBi's long position.
The idea behind WisdomTree Efficient Gold and iMGP DBi Managed 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 Transformation module to use Price Transformation models to analyze the depth of different equity instruments across global markets.

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