Correlation Between Gotham Index and Pharmaceuticals Portfolio

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

Diversification Opportunities for Gotham Index and Pharmaceuticals Portfolio

0.39
  Correlation Coefficient

Weak diversification

The 3 months correlation between Gotham and Pharmaceuticals is 0.39. Overlapping area represents the amount of risk that can be diversified away by holding Gotham Index Plus and Pharmaceuticals Portfolio Phar in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Pharmaceuticals Portfolio and Gotham Index 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 Gotham Index Plus are associated (or correlated) with Pharmaceuticals Portfolio. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Pharmaceuticals Portfolio has no effect on the direction of Gotham Index i.e., Gotham Index and Pharmaceuticals Portfolio go up and down completely randomly.

Pair Corralation between Gotham Index and Pharmaceuticals Portfolio

Assuming the 90 days horizon Gotham Index is expected to generate 3.7 times less return on investment than Pharmaceuticals Portfolio. But when comparing it to its historical volatility, Gotham Index Plus is 1.4 times less risky than Pharmaceuticals Portfolio. It trades about 0.12 of its potential returns per unit of risk. Pharmaceuticals Portfolio Pharmaceuticals is currently generating about 0.33 of returns per unit of risk over similar time horizon. If you would invest  2,536  in Pharmaceuticals Portfolio Pharmaceuticals on August 29, 2025 and sell it today you would earn a total of  708.00  from holding Pharmaceuticals Portfolio Pharmaceuticals or generate 27.92% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthVery Weak
Accuracy100.0%
ValuesDaily Returns

Gotham Index Plus  vs.  Pharmaceuticals Portfolio Phar

 Performance 
       Timeline  
Gotham Index Plus 

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Gotham Index Plus are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Gotham Index may actually be approaching a critical reversion point that can send shares even higher in December 2025.
Pharmaceuticals Portfolio 

Risk-Adjusted Performance

Strong

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Pharmaceuticals Portfolio Pharmaceuticals are ranked lower than 26 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Pharmaceuticals Portfolio showed solid returns over the last few months and may actually be approaching a breakup point.

Gotham Index and Pharmaceuticals Portfolio Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Gotham Index and Pharmaceuticals Portfolio

The main advantage of trading using opposite Gotham Index and Pharmaceuticals Portfolio positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Gotham Index position performs unexpectedly, Pharmaceuticals Portfolio 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 Pharmaceuticals Portfolio will offset losses from the drop in Pharmaceuticals Portfolio's long position.
The idea behind Gotham Index Plus and Pharmaceuticals Portfolio Pharmaceuticals 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.
Check out your portfolio center.
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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