Compare two stocks
WELL and BR clearly differ on 1 of 19 forces. The widest gap is momentum: in weeks when recent winners beat the stock market by 1 percentage point, WELL typically moved −0.14% and BR −0.74%.
| Economic force | WELLWelltower | BRBroadridge Financial Solutions |
|---|---|---|
| Interest ratesIn weeks when the 10-year Treasury yield rose 0.25 percentage points | −2.3%−3.2% to −1.5%Clear | −1.9%−2.9% to −1.0%Clear |
| Inflation expectationsIn weeks when 10-year inflation expectations rose 0.25 percentage points | +3.7%+1.7% to +5.6%Clear | +4.0%+1.5% to +6.6%Tentative |
| U.S. dollarIn weeks when the trade-weighted U.S. dollar rose 2% | +0.02%−1.1% to +1.1%Not distinguishable from zero | −0.56%−1.9% to +0.77%Not distinguishable from zero |
| Oil and energyIn weeks when the price of oil rose 10% | −0.03%−0.75% to +0.69%Not distinguishable from zero | −0.14%−1.0% to +0.75%Not distinguishable from zero |
| Credit spreadsIn weeks when corporate credit spreads widened 0.25 percentage points | +0.80%−1.0% to +2.6%Not distinguishable from zero | +0.43%−1.8% to +2.6%Not distinguishable from zero |
| Short-term ratesIn weeks when the 2-year Treasury yield rose 0.25 percentage points | +0.73%−0.82% to +2.3%Not distinguishable from zero | −1.4%−3.1% to +0.33%Not distinguishable from zero |
| Market volatilityIn weeks when market volatility (the VIX) rose 5 points | −1.1%−1.8% to −0.41%Tentative | +0.44%−0.78% to +1.7%Not distinguishable from zero |
| Mortgage ratesIn weeks when the 30-year mortgage rate rose 0.25 percentage points | +0.42%−0.56% to +1.4%Not distinguishable from zero | −0.58%−1.5% to +0.37%Not distinguishable from zero |
| GoldIn weeks when the price of gold rose 5% | −0.04%−0.91% to +0.83%Not distinguishable from zero | +0.19%−0.57% to +0.94%Not distinguishable from zero |
| CopperIn weeks when the price of copper rose 5% | 0.00%−0.52% to +0.52%Not distinguishable from zero | +0.01%−0.37% to +0.39%Not distinguishable from zero |
| Natural gasIn weeks when the U.S. natural gas price (Henry Hub) rose 10% | −0.04%−0.07% to 0.00%Tentative | −0.03%−0.06% to −0.01%Tentative |
| BitcoinIn weeks when the price of bitcoin rose 10% | −0.50%−1.0% to +0.01%Not distinguishable from zero | +0.31%−0.50% to +1.1%Not distinguishable from zero |
| Small vs large companiesIn weeks when small companies beat large ones by 1 percentage point | +0.18%−0.06% to +0.42%Not distinguishable from zero | −0.08%−0.34% to +0.18%Not distinguishable from zero |
| Value vs growthIn weeks when value stocks beat growth stocks by 1 percentage point | +0.59%+0.31% to +0.86%Clear | +0.05%−0.24% to +0.34%Not distinguishable from zero |
| MomentumIn weeks when recent winners beat the stock market by 1 percentage pointClear difference | −0.14%−0.44% to +0.16%Not distinguishable from zero | −0.74%−1.0% to −0.45%Clear |
| EuroIn weeks when the euro rose 2% against the U.S. dollar | −2.0%−3.5% to −0.44%Tentative | +1.1%−0.79% to +3.1%Not distinguishable from zero |
| Japanese yenIn weeks when the yen rose 2% against the U.S. dollar | +0.25%−0.64% to +1.1%Not distinguishable from zero | +0.71%−0.08% to +1.5%Not distinguishable from zero |
| Emerging marketsIn weeks when emerging-market stocks beat the S&P 500 by 1 percentage point | −0.22%−0.54% to +0.11%Not distinguishable from zero | −0.61%−0.89% to −0.33%Clear |
| ChinaIn weeks when Chinese stocks beat other emerging markets by 1 percentage point | +0.17%+0.02% to +0.32%Tentative | +0.26%+0.11% to +0.41%Tentative |
Each figure is the stock's typical move in a week when the force moved by the stated amount, after accounting for the stock market, with its 90% range beneath. Grey figures could not be told apart from zero. A row is marked a clear difference only when the two 90% ranges do not overlap.
This describes the past, and it is not a forecast. Relationships change, and nothing here is a recommendation to buy, sell or hold any security.