Correlation

See which baskets and factors move together, and which move differently.

Period

Each portfolio’s daily return minus FW 3000. Factors use their long portfolios.

Baskets × factors

2026-06-11 → 2026-09-04 · 60 sessions in period −1+1
Basket × factor correlation, 60 sessions, benchmark-relative daily returns
Basket / factorMomentumValueQualitySizeLow volatilityHigh betaDividend yield
AI Displacement Risk
AI Infrastructure Leaders
AI Software & Platforms
Capital Markets Cycle
Commodity Producers
Crypto Financialization
Cybersecurity
Defense & Aerospace
Defensives
Fortress Balance Sheets
GLP-1 Pressure
Homebuilders
Hospitals & Providers
Housing Chain
Magnificent Seven
Managed Care & Health Insurers
Memory & Storage
Nuclear Renaissance
Optical Interconnect
Payments & Fintech
Power & Grid Buildout
Regional Banks
Reshoring & Industrial Capex
Retail
Space Economy
Travel & Experiences
US Energy Complex
Select a cell to inspect its correlation and shared return history. Portfolio names open their detail pages.

+1 means moving together; −1 means moving in opposite directions; 0 means no linear relationship in this window. Missing or constant returns show as —.

How this is calculated
Correlation methodology

Pearson correlation of daily simple returns on matching dates. Factors use top-quintile long portfolios; baskets use their published equal-weighted portfolios. These are not correlations of cumulative prices or of factor long–short spreads.

Relative returns subtract the same universe benchmark from both portfolios on each day. This measures co-movement in outperformance; it is not a beta-adjusted regression or an estimate of factor exposure.

Periods match the rest of the site: 5d, 20d and 60d use trading sessions; MTD starts with the current calendar month, YTD with the current calendar year, and 1y uses 252 sessions. Each pair needs at least five observations. Periods up to 20 sessions require every session; longer periods require at least 20 observations and 80% coverage. Missing returns are never filled with zeros. Pair-specific sample dates appear when you select a cell.

History before a basket’s creation is a backtest of its membership at creation. Intraday updates include the current partial session when present. Correlations describe the selected history and can change. Full methodology →

Snapshot date: 2026-09-04.

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