Correlation Between Great Elm and WisdomTree Japan

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

Diversification Opportunities for Great Elm and WisdomTree Japan

-0.68
  Correlation Coefficient

Excellent diversification

The 3 months correlation between Great and WisdomTree is -0.68. Overlapping area represents the amount of risk that can be diversified away by holding Great Elm Capital and WisdomTree Japan Opportunities in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on WisdomTree Japan Opp and Great Elm 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 Great Elm Capital are associated (or correlated) with WisdomTree Japan. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of WisdomTree Japan Opp has no effect on the direction of Great Elm i.e., Great Elm and WisdomTree Japan go up and down completely randomly.

Pair Corralation between Great Elm and WisdomTree Japan

Given the investment horizon of 90 days Great Elm Capital is expected to under-perform the WisdomTree Japan. In addition to that, Great Elm is 2.77 times more volatile than WisdomTree Japan Opportunities. It trades about -0.16 of its total potential returns per unit of risk. WisdomTree Japan Opportunities is currently generating about 0.14 per unit of volatility. If you would invest  4,006  in WisdomTree Japan Opportunities on August 28, 2025 and sell it today you would earn a total of  404.00  from holding WisdomTree Japan Opportunities or generate 10.08% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Against 
StrengthWeak
Accuracy100.0%
ValuesDaily Returns

Great Elm Capital  vs.  WisdomTree Japan Opportunities

 Performance 
       Timeline  
Great Elm Capital 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days Great Elm Capital has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of unsteady performance in the last few months, the Stock's fundamental indicators remain rather sound which may send shares a bit higher in December 2025. The latest tumult may also be a sign of longer-term up-swing for the firm shareholders.
WisdomTree Japan Opp 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in WisdomTree Japan Opportunities are ranked lower than 11 (%) of all global equities and portfolios over the last 90 days. Even with relatively weak basic indicators, WisdomTree Japan may actually be approaching a critical reversion point that can send shares even higher in December 2025.

Great Elm and WisdomTree Japan Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Great Elm and WisdomTree Japan

The main advantage of trading using opposite Great Elm and WisdomTree Japan positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Great Elm position performs unexpectedly, WisdomTree Japan 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 Japan will offset losses from the drop in WisdomTree Japan's long position.
The idea behind Great Elm Capital and WisdomTree Japan Opportunities 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 Financial Widgets module to easily integrated Macroaxis content with over 30 different plug-and-play financial widgets.

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