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

Performance

BTG-USD vs. MSTR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bitcoin Gold (BTG-USD) and Strategy Inc (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, BTG-USD achieves a -65.06% return, which is significantly lower than MSTR's -37.58% return.


BTG-USD

1D
-30.55%
1M
-16.98%
6M
-84.94%
YTD
-65.06%
1Y
-64.05%
3Y*
-73.56%
5Y*
-63.51%
10Y*

MSTR

1D
0.87%
1M
-18.63%
6M
-45.40%
YTD
-37.58%
1Y
-78.98%
3Y*
28.62%
5Y*
12.64%
10Y*
17.66%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BTG-USD vs. MSTR - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BTG-USD
Bitcoin Gold
-65.06%-92.37%-56.73%85.84%-70.99%382.62%56.48%-57.33%-94.85%55.62%
MSTR
Strategy Inc
-37.58%-47.53%358.54%346.15%-74.00%40.13%172.42%11.65%-2.70%-4.16%

Correlation

The correlation between BTG-USD and MSTR is -0.00, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


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

-0.00

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

0.14

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

0.23

Correlation (All Time)
Calculated using the full available price history since Oct 23, 2017

0.20

The correlation between BTG-USD and MSTR shifts across timeframes, from -0.00 (1 year) to 0.23 (5 years), reflecting how their relationship changes across market environments.

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Return for Risk

BTG-USD vs. MSTR — Risk / Return Rank

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

BTG-USD
BTG-USD Risk / Return Rank: 8787
Overall Rank
BTG-USD Sharpe Ratio Rank: 8686
Sharpe Ratio Rank
BTG-USD Sortino Ratio Rank: 100100
Sortino Ratio Rank
BTG-USD Omega Ratio Rank: 100100
Omega Ratio Rank
BTG-USD Calmar Ratio Rank: 7575
Calmar Ratio Rank
BTG-USD Martin Ratio Rank: 7575
Martin Ratio Rank

MSTR
MSTR Risk / Return Rank: 44
Overall Rank
MSTR Sharpe Ratio Rank: 44
Sharpe Ratio Rank
MSTR Sortino Ratio Rank: 22
Sortino Ratio Rank
MSTR Omega Ratio Rank: 33
Omega Ratio Rank
MSTR Calmar Ratio Rank: 33
Calmar Ratio Rank
MSTR Martin Ratio Rank: 77
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.

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

This table presents a comparison of risk-adjusted performance metrics for Bitcoin Gold (BTG-USD) and Strategy Inc (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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


BTG-USDMSTRDifference
Sharpe ratioReturn per unit of total volatility

+0.99

Sortino ratioReturn per unit of downside risk

+9.03

Omega ratioGain probability vs. loss probability

1.70

0.75

+0.94

Calmar ratioReturn relative to maximum drawdown

-0.69

-0.98

+0.29

Martin ratioReturn relative to average drawdown

-1.01

-1.42

+0.41

BTG-USD vs. MSTR - Sharpe Ratio Comparison

The current BTG-USD Sharpe Ratio is -0.08, which is higher than the MSTR Sharpe Ratio of -1.07. The chart below compares the historical Sharpe Ratios of BTG-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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Drawdowns

BTG-USD vs. MSTR - Drawdown Comparison

The maximum BTG-USD drawdown since its inception was -99.96%, roughly equal to the maximum MSTR drawdown of -99.86%. Use the drawdown chart below to compare losses from any high point for BTG-USD and MSTR.


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Drawdown Indicators


BTG-USDMSTRDifference

Max Drawdown

Largest peak-to-trough decline

-99.96%

-99.86%

-0.10%

Max Drawdown (1Y)

Largest decline over 1 year

-93.25%

-80.70%

-12.55%

Max Drawdown (3Y)

Largest decline over 3 years

-99.71%

-82.63%

-17.08%

Max Drawdown (5Y)

Largest decline over 5 years

-99.79%

-84.11%

-15.68%

Max Drawdown (10Y)

Largest decline over 10 years

-89.27%

Current Drawdown

Current decline from peak

-99.94%

-79.98%

-19.96%

Average Drawdown

Average peak-to-trough decline

-93.39%

-86.43%

-6.96%

Ulcer Index

Depth and duration of drawdowns from previous peaks

67.80%

57.68%

+10.12%

Volatility

BTG-USD vs. MSTR - Volatility Comparison

Bitcoin Gold (BTG-USD) has a higher volatility of 124.70% compared to Strategy Inc (MSTR) at 25.52%. This indicates that BTG-USD'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.


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Volatility by Period


BTG-USDMSTRDifference

Volatility (1M)

Calculated over the trailing 1-month period

124.70%

25.52%

+99.18%

Volatility (6M)

Calculated over the trailing 6-month period

575.50%

60.59%

+514.91%

Volatility (1Y)

Calculated over the trailing 1-year period

681.37%

74.27%

+607.10%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

380.15%

90.75%

+289.40%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

301.18%

74.25%

+226.93%

Frequently Asked Questions


BTG-USD and MSTR have a correlation of -0.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BTG-USD has higher volatility (124.70%) compared to MSTR (25.52%). In terms of maximum drawdown, BTG-USD dropped -99.96% vs MSTR's -99.86%.

BTG-USD currently has the higher Sharpe Ratio (-0.08 vs -1.07), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for BTG-USD and MSTR

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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