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Answered

Do asset correlation websites include total return (dividends + capital gains) when comparing?

ekierklo 2 months ago updated 2 months ago 2

This is my go to site for checking correlations - https://www.portfoliovisualizer.com/asset-correlations

However specifically and generally wondering if these sites take into account the total return over a time period. Specific example would be the closed end fund GAM (been around forever with consistent huge year end dividend) and SPY. Shows underperformance for 10 years relative to SPY but is this accurate?

GOOD, I'M SATISFIED
Satisfaction mark by ekierklo 2 months ago
Answered

Hi,

I can't speak for other websites, but we offer both price return and total return here:

https://seekingalpha.com/symbol/AMZN/momentum/performance

Thanks,

Daniel Hochman

Director of Product, Seeking Alpha

Thank you. Nice explicit format. Will add to my toolset.