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BTC-USD vs. MSTR
Performance
Return for Risk
Drawdowns
Volatility

Performance

BTC-USD vs. MSTR - Performance Comparison

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

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Returns By Period

In the year-to-date period, BTC-USD achieves a -17.74% return, which is significantly lower than MSTR's -15.20% return. Over the past 10 years, BTC-USD has outperformed MSTR with an annualized return of 67.10%, while MSTR has yielded a comparatively lower 21.71% annualized return.


BTC-USD

1D
1.25%
1M
2.88%
YTD
-17.74%
6M
-40.87%
1Y
-12.86%
3Y*
34.38%
5Y*
3.78%
10Y*
67.10%

MSTR

1D
0.44%
1M
-6.93%
YTD
-15.20%
6M
-59.77%
1Y
-56.59%
3Y*
60.31%
5Y*
12.63%
10Y*
21.71%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BTC-USD vs. MSTR - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BTC-USD
Bitcoin
-17.74%-6.27%120.76%155.82%-64.23%59.40%304.57%94.10%-73.37%1,324.24%
MSTR
MicroStrategy Incorporated
-15.20%-47.53%358.54%346.15%-74.00%40.13%172.42%11.65%-2.70%-33.49%

Correlation

The correlation between BTC-USD and MSTR is 0.59, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.59

Correlation (3Y)
Calculated over the trailing 3-year period

0.59

Correlation (5Y)
Calculated over the trailing 5-year period

0.59

Correlation (All Time)
Calculated using the full available price history since Jul 26, 2012

0.26

Over the past year, BTC-USD and MSTR have become more correlated (0.59) than their long-term average of 0.26, meaning their price movements have been converging.

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Return for Risk

BTC-USD vs. MSTR — Risk / Return Rank

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

BTC-USD
BTC-USD Risk / Return Rank: 4646
Overall Rank
BTC-USD Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
BTC-USD Sortino Ratio Rank: 5151
Sortino Ratio Rank
BTC-USD Omega Ratio Rank: 5050
Omega Ratio Rank
BTC-USD Calmar Ratio Rank: 5555
Calmar Ratio Rank
BTC-USD Martin Ratio Rank: 88
Martin Ratio Rank

MSTR
MSTR Risk / Return Rank: 88
Overall Rank
MSTR Sharpe Ratio Rank: 55
Sharpe Ratio Rank
MSTR Sortino Ratio Rank: 55
Sortino Ratio Rank
MSTR Omega Ratio Rank: 77
Omega Ratio Rank
MSTR Calmar Ratio Rank: 1212
Calmar Ratio Rank
MSTR Martin Ratio Rank: 1313
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BTC-USD vs. MSTR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bitcoin (BTC-USD) 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.


BTC-USDMSTRDifference

Sharpe ratio

Return per unit of total volatility

-0.30

-0.84

+0.54

Sortino ratio

Return per unit of downside risk

-0.15

-1.27

+1.12

Omega ratio

Gain probability vs. loss probability

0.98

0.86

+0.13

Calmar ratio

Return relative to maximum drawdown

-1.00

-0.68

-0.32

Martin ratio

Return relative to average drawdown

-1.73

-1.15

-0.59

BTC-USD vs. MSTR - Sharpe Ratio Comparison

The current BTC-USD Sharpe Ratio is -0.30, which is higher than the MSTR Sharpe Ratio of -0.84. The chart below compares the historical Sharpe Ratios of BTC-USD and MSTR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


BTC-USDMSTRDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.30

-0.84

+0.54

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.07

0.14

-0.07

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.98

0.30

+0.69

Sharpe Ratio (All Time)

Calculated using the full available price history

1.20

0.12

+1.08

Drawdowns

BTC-USD vs. MSTR - Drawdown Comparison

The maximum BTC-USD drawdown since its inception was -85.30%, smaller than the maximum MSTR drawdown of -99.86%. Use the drawdown chart below to compare losses from any high point for BTC-USD and MSTR.


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Drawdown Indicators


BTC-USDMSTRDifference

Max Drawdown

Largest peak-to-trough decline

-85.30%

-99.86%

+14.56%

Max Drawdown (1Y)

Largest decline over 1 year

-49.65%

-76.53%

+26.88%

Max Drawdown (5Y)

Largest decline over 5 years

-76.67%

-84.11%

+7.44%

Max Drawdown (10Y)

Largest decline over 10 years

-83.80%

-89.27%

+5.47%

Current Drawdown

Current decline from peak

-42.29%

-72.80%

+30.51%

Average Drawdown

Average peak-to-trough decline

-42.05%

-86.59%

+44.54%

Ulcer Index

Depth and duration of drawdowns from previous peaks

28.70%

45.34%

-16.64%

Volatility

BTC-USD vs. MSTR - Volatility Comparison

The current volatility for Bitcoin (BTC-USD) is 11.37%, while MicroStrategy Incorporated (MSTR) has a volatility of 15.80%. This indicates that BTC-USD experiences smaller price fluctuations and is considered to be less risky than MSTR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BTC-USDMSTRDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.37%

15.80%

-4.43%

Volatility (6M)

Calculated over the trailing 6-month period

36.19%

55.07%

-18.88%

Volatility (1Y)

Calculated over the trailing 1-year period

36.37%

72.38%

-36.01%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

46.88%

91.26%

-44.38%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

56.72%

73.19%

-16.47%