bitcoin long mining and related companies

The chart shows the growth of an initial investment of $10,000 in bitcoin long mining and related companies, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Every 3 months.

Based on dividend-adjusted daily data since Apr 14, 2021, bitcoin long mining and related companies's average daily return is +0.06%, while the average monthly return is +1.49%. At this rate, an investment would double in approximately 3.9 years.

Historically, 49% of months were positive and 51% were negative. The best month was Jan 2023 with a return of +61.0%, while the worst month was Jun 2022 at -33.9%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 5 months.

On a daily basis, bitcoin long mining and related companies closed higher 49% of trading days. The best single day was Nov 11, 2024 with a return of +18.6%, while the worst single day was May 11, 2022 at -15.7%.

bitcoin long mining and related companies has an annualized alpha of -15.50%, beta of 2.46, and R2 of 0.41 versus S&P 500 Index. Calculated based on daily prices since April 14, 2021.

• This portfolio captured 233.46% of S&P 500 Index gains and 216.34% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• R2 of 0.41 means the benchmark explains less than half of this portfolio's behavior - treat beta with caution or consider switching to a more representative benchmark.

bitcoin long mining and related companies has an expense ratio of 0.08%, which is considered low. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

bitcoin long mining and related companies ranks 3 for risk / return — in the bottom 3% of Portfolios on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

The current bitcoin long mining and related companies Sharpe ratio is -0.43 as of Jun 12, 2026 (the value is recalculated daily), calculated over the past 12 months.

Compared to the broad market, where average Sharpe ratios range from 1.45 to 2.28, this portfolio's current Sharpe ratio places it in the bottom 25%. This suggests weaker risk-adjusted returns than most portfolios, possibly due to lower returns, higher volatility, or both. It may be worth reviewing the allocation. You can use the Portfolio Optimization tool to explore options for improving the Sharpe ratio.

The chart below shows the rolling Sharpe ratio of bitcoin long mining and related companies compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

bitcoin long mining and related companies provided a 0.17% dividend yield over the last twelve months.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the bitcoin long mining and related companies. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the bitcoin long mining and related companies was 85.73%, occurring on Dec 28, 2022. Recovery took 470 trading sessions.

The current bitcoin long mining and related companies drawdown is 40.06%.

The chart below shows the rolling one-month volatility.