Correlation Between Morgan Stanley and Up Fintech

Specify exactly 2 symbols:
Can any of the company-specific risk be diversified away by investing in both Morgan Stanley and Up Fintech 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 Morgan Stanley and Up Fintech into the same portfolio, which is an essential part of the fundamental portfolio management process.
By analyzing existing cross correlation between Morgan Stanley and Up Fintech Holding, you can compare the effects of market volatilities on Morgan Stanley and Up Fintech 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 Morgan Stanley with a short position of Up Fintech. Check out your portfolio center. Please also check ongoing floating volatility patterns of Morgan Stanley and Up Fintech.

Diversification Opportunities for Morgan Stanley and Up Fintech

-0.58
  Correlation Coefficient

Excellent diversification

The 3 months correlation between Morgan and TIGR is -0.58. Overlapping area represents the amount of risk that can be diversified away by holding Morgan Stanley and Up Fintech Holding in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Up Fintech Holding and Morgan Stanley 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 Morgan Stanley are associated (or correlated) with Up Fintech. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Up Fintech Holding has no effect on the direction of Morgan Stanley i.e., Morgan Stanley and Up Fintech go up and down completely randomly.

Pair Corralation between Morgan Stanley and Up Fintech

Allowing for the 90-day total investment horizon Morgan Stanley is expected to generate 0.34 times more return on investment than Up Fintech. However, Morgan Stanley is 2.9 times less risky than Up Fintech. It trades about 0.09 of its potential returns per unit of risk. Up Fintech Holding is currently generating about -0.15 per unit of risk. If you would invest  14,676  in Morgan Stanley on August 25, 2025 and sell it today you would earn a total of  1,141  from holding Morgan Stanley or generate 7.77% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Against 
StrengthVery Weak
Accuracy100.0%
ValuesDaily Returns

Morgan Stanley  vs.  Up Fintech Holding

 Performance 
       Timeline  
Morgan Stanley 

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Morgan Stanley are ranked lower than 7 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively weak basic indicators, Morgan Stanley may actually be approaching a critical reversion point that can send shares even higher in December 2025.
Up Fintech Holding 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days Up Fintech Holding has generated negative risk-adjusted returns adding no value to investors with long positions. Even with unsteady performance in the last few months, the Stock's technical and fundamental indicators remain relatively invariable which may send shares a bit higher in December 2025. The latest agitation may also be a sign of long-running up-swing for the enterprise retail investors.

Morgan Stanley and Up Fintech Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Morgan Stanley and Up Fintech

The main advantage of trading using opposite Morgan Stanley and Up Fintech positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Morgan Stanley position performs unexpectedly, Up Fintech 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 Up Fintech will offset losses from the drop in Up Fintech's long position.
The idea behind Morgan Stanley and Up Fintech Holding 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 Headlines Timeline module to stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity.

Other Complementary Tools

Equity Forecasting
Use basic forecasting models to generate price predictions and determine price momentum
Balance Of Power
Check stock momentum by analyzing Balance Of Power indicator and other technical ratios
Efficient Frontier
Plot and analyze your portfolio and positions against risk-return landscape of the market.
Piotroski F Score
Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals
Options Analysis
Analyze and evaluate options and option chains as a potential hedge for your portfolios