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BITU vs. MSTR
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between BITU and MSTR is 0.73, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


-0.50.00.51.00.7

Performance

BITU vs. MSTR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Proshares Ultra Bitcoin ETF (BITU) and MicroStrategy Incorporated (MSTR). The values are adjusted to include any dividend payments, if applicable.

-50.00%0.00%50.00%100.00%150.00%200.00%SeptemberOctoberNovemberDecember2025February
43.73%
113.91%
BITU
MSTR

Key characteristics

Daily Std Dev

BITU:

107.90%

MSTR:

108.60%

Max Drawdown

BITU:

-55.23%

MSTR:

-99.86%

Current Drawdown

BITU:

-22.37%

MSTR:

-28.72%

Returns By Period

In the year-to-date period, BITU achieves a 4.23% return, which is significantly lower than MSTR's 16.61% return.


BITU

YTD

4.23%

1M

-15.73%

6M

114.66%

1Y

N/A

5Y*

N/A

10Y*

N/A

MSTR

YTD

16.61%

1M

-14.82%

6M

153.86%

1Y

382.77%

5Y*

87.30%

10Y*

34.21%

*Annualized

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Risk-Adjusted Performance

BITU vs. MSTR — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BITU

MSTR
The Risk-Adjusted Performance Rank of MSTR is 9595
Overall Rank
The Sharpe Ratio Rank of MSTR is 9898
Sharpe Ratio Rank
The Sortino Ratio Rank of MSTR is 9494
Sortino Ratio Rank
The Omega Ratio Rank of MSTR is 9090
Omega Ratio Rank
The Calmar Ratio Rank of MSTR is 9898
Calmar Ratio Rank
The Martin Ratio Rank of MSTR is 9696
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BITU vs. MSTR - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Proshares Ultra Bitcoin ETF (BITU) and MicroStrategy Incorporated (MSTR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratio
No data
BITU
MSTR


Chart placeholderNot enough data

Dividends

BITU vs. MSTR - Dividend Comparison

BITU's dividend yield for the trailing twelve months is around 2.53%, while MSTR has not paid dividends to shareholders.


TTM2024
BITU
Proshares Ultra Bitcoin ETF
2.53%0.12%
MSTR
MicroStrategy Incorporated
0.00%0.00%

Drawdowns

BITU vs. MSTR - Drawdown Comparison

The maximum BITU drawdown since its inception was -55.23%, smaller than the maximum MSTR drawdown of -99.86%. Use the drawdown chart below to compare losses from any high point for BITU and MSTR. For additional features, visit the drawdowns tool.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%SeptemberOctoberNovemberDecember2025February
-22.37%
-28.72%
BITU
MSTR

Volatility

BITU vs. MSTR - Volatility Comparison

Proshares Ultra Bitcoin ETF (BITU) has a higher volatility of 18.67% compared to MicroStrategy Incorporated (MSTR) at 14.74%. This indicates that BITU's price experiences larger fluctuations and is considered to be riskier than MSTR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


10.00%20.00%30.00%40.00%50.00%SeptemberOctoberNovemberDecember2025February
18.67%
14.74%
BITU
MSTR
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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