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Rotation Ratios: performance over 1 day to 1 year

ratio · Open on the interactive board

Rotation Ratios: 24 relative-strength ratios between two instruments tracked daily. Over the last three months the strongest is Bitcoin / Gold (+21.0%) and the weakest is Homebuilders / S&P (-18.6%). Data through 2026-09-21.

InstrumentLevel1 day1 week1 month3 months6 months1 yearAs of
Copper / Gold 0.00 +4.07%+6.96%+9.35%+4.46%+27.8%+22.0%2026-09-21
Discretionary / Staples 1.34 0.00%+0.31%-2.30%-1.60%+3.26%-13.9%2026-09-18
High Beta / Low Vol 2.03 0.00%+4.87%+2.84%+0.13%+28.2%+29.7%2026-09-18
High Yield / Treasuries 0.86 0.00%+0.14%+1.03%+3.08%+4.96%+5.16%2026-09-18
IG Credit / Treasuries 1.15 0.00%+0.53%+1.11%+0.01%+1.72%+0.36%2026-09-18
Small / Large Cap 0.37 0.00%-1.42%-4.79%-7.82%-2.73%+2.21%2026-09-18
Equal Wt / Cap Wt 0.28 0.00%-1.61%-3.72%-2.86%-6.10%-1.75%2026-09-18
Value / Growth 2.04 0.00%-2.76%-2.86%+1.41%+0.57%+19.1%2026-09-18
Nasdaq / S&P 0.95 0.00%+1.37%+1.66%-2.27%+6.60%+4.16%2026-09-18
Semis / S&P 0.75 0.00%+5.44%+2.79%-10.9%+27.1%+48.1%2026-09-18
EM / US 0.09 0.00%+1.22%+0.39%-4.05%+1.35%+10.1%2026-09-18
Intl DM / US 0.14 0.00%-1.18%-2.51%-1.18%-5.61%+0.33%2026-09-18
S&P / Gold 1.90 0.00%-1.73%+4.98%-5.25%+24.5%+1.49%2026-09-18
Gold Miners / Gold 0.24 0.00%-0.68%-2.01%+16.8%+15.0%+10.3%2026-09-18
Bonds / Equities 0.11 0.00%+0.04%-0.07%-9.45%-19.4%-17.6%2026-09-18
Utilities / S&P 0.05 0.00%-2.07%-3.40%-13.1%-24.7%-16.8%2026-09-18
Energy / S&P 0.08 0.00%-0.69%+1.59%+15.6%-14.0%+29.6%2026-09-18
Regional Banks / S&P 0.10 0.00%-2.18%-2.30%-5.32%-4.12%+2.73%2026-09-18
Homebuilders / S&P 0.11 0.00%-2.46%-9.87%-18.6%-18.2%-29.3%2026-09-18
Transports / S&P 0.11 0.00%-2.99%-7.28%-9.41%-7.89%-1.75%2026-09-18
Commodities / S&P 0.04 0.00%-1.02%+5.90%+19.8%-6.04%+32.8%2026-09-18
Bitcoin / Gold 201.66 0.00%+1.35%+8.99%+21.0%+26.1%-40.7%2026-09-18
VIX3M / VIX (Term) 1.23 0.00%+9.23%+4.50%+3.27%+7.25%+0.06%2026-09-18
Momentum / S&P 0.41 0.00%+3.15%+2.00%-9.24%+9.17%+5.96%2026-09-18

Change is the move in the closing level over the horizon: percent for prices and indices, basis points for yields and spreads. Monthly and weekly series count their own prints, not business days, so a "1 month" change on a monthly series is one print. A dash means the series has too little history, or has stopped updating, for that horizon.

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