Correlation Between IPath Series and ProShares UltraShort

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Can any of the company-specific risk be diversified away by investing in both IPath Series and ProShares UltraShort 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 IPath Series and ProShares UltraShort into the same portfolio, which is an essential part of the fundamental portfolio management process.
By analyzing existing cross correlation between iPath Series B and ProShares UltraShort SP500, you can compare the effects of market volatilities on IPath Series and ProShares UltraShort 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 IPath Series with a short position of ProShares UltraShort. Check out your portfolio center. Please also check ongoing floating volatility patterns of IPath Series and ProShares UltraShort.

Diversification Opportunities for IPath Series and ProShares UltraShort

0.62
  Correlation Coefficient

Poor diversification

The 3 months correlation between IPath and ProShares is 0.62. Overlapping area represents the amount of risk that can be diversified away by holding iPath Series B and ProShares UltraShort SP500 in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on ProShares UltraShort and IPath Series 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 iPath Series B are associated (or correlated) with ProShares UltraShort. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of ProShares UltraShort has no effect on the direction of IPath Series i.e., IPath Series and ProShares UltraShort go up and down completely randomly.

Pair Corralation between IPath Series and ProShares UltraShort

Considering the 90-day investment horizon iPath Series B is expected to generate 2.51 times more return on investment than ProShares UltraShort. However, IPath Series is 2.51 times more volatile than ProShares UltraShort SP500. It trades about -0.01 of its potential returns per unit of risk. ProShares UltraShort SP500 is currently generating about -0.09 per unit of risk. If you would invest  3,867  in iPath Series B on August 20, 2025 and sell it today you would lose (232.00) from holding iPath Series B or give up 6.0% of portfolio value over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthSignificant
Accuracy100.0%
ValuesDaily Returns

iPath Series B  vs.  ProShares UltraShort SP500

 Performance 
       Timeline  
iPath Series B 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days iPath Series B has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fairly strong basic indicators, IPath Series is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
ProShares UltraShort 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days ProShares UltraShort SP500 has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest weak performance, the Etf's fundamental indicators remain stable and the newest uproar on Wall Street may also be a sign of mid-term gains for the exchange-traded fund private investors.

IPath Series and ProShares UltraShort Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with IPath Series and ProShares UltraShort

The main advantage of trading using opposite IPath Series and ProShares UltraShort positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if IPath Series position performs unexpectedly, ProShares UltraShort 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 ProShares UltraShort will offset losses from the drop in ProShares UltraShort's long position.
The idea behind iPath Series B and ProShares UltraShort SP500 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 Sign In To Macroaxis module to sign in to explore Macroaxis' wealth optimization platform and fintech modules.

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