DXYZ vs. MSTR
DXYZ (Destiny Tech100 Inc) and MSTR (Strategy Inc) are both stocks. DXYZ operates in Asset Management (Financial Services), while MSTR operates in Software - Application (Technology). Over the past year, DXYZ returned -26.51% vs -67.62% for MSTR. At a 0.31 correlation, their price movements are largely independent.
Performance
DXYZ vs. MSTR - Performance Comparison
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Returns By Period
In the year-to-date period, DXYZ achieves a -5.42% return, which is significantly higher than MSTR's -18.41% return.
DXYZ
- 1D
- -25.14%
- 1M
- -39.16%
- YTD
- -5.42%
- 6M
- -23.68%
- 1Y
- -26.51%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
MSTR
- 1D
- 3.18%
- 1M
- -30.13%
- YTD
- -18.41%
- 6M
- -29.74%
- 1Y
- -67.62%
- 3Y*
- 63.46%
- 5Y*
- 19.14%
- 10Y*
- 20.92%
DXYZ vs. MSTR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
DXYZ Destiny Tech100 Inc | -5.42% | -47.96% | 613.45% |
MSTR Strategy Inc | -18.41% | -47.53% | 56.05% |
Correlation
The correlation between DXYZ and MSTR is 0.30, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.30 |
Correlation (All Time) Calculated using the full available price history since Mar 26, 2024 | 0.31 |
Fundamentals
DXYZ:
$369.36M
MSTR:
$41.40B
DXYZ:
$5.22
MSTR:
-$40.19
DXYZ:
0.84
MSTR:
1.13
DXYZ:
-$927.36K
MSTR:
$490.47M
DXYZ:
-$1.55M
MSTR:
$334.08M
DXYZ:
$61.66M
MSTR:
$466.93M
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Return for Risk
DXYZ vs. MSTR — Risk / Return Rank
DXYZ
MSTR
DXYZ vs. MSTR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Destiny Tech100 Inc (DXYZ) 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.
| DXYZ | MSTR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.67 | ||
| Sortino ratioReturn per unit of downside risk | +1.98 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 0.82 | +0.22 |
| Calmar ratioReturn relative to maximum drawdown | -0.47 | -0.88 | +0.41 |
| Martin ratioReturn relative to average drawdown | -0.93 | -1.27 | +0.34 |
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Drawdowns
DXYZ vs. MSTR - Drawdown Comparison
The maximum DXYZ drawdown since its inception was -90.35%, smaller than the maximum MSTR drawdown of -99.86%. Use the drawdown chart below to compare losses from any high point for DXYZ and MSTR.
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Drawdown Indicators
| DXYZ | MSTR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -90.35% | -99.86% | +9.51% |
Max Drawdown (1Y)Largest decline over 1 year | -59.33% | -76.53% | +17.20% |
Max Drawdown (3Y)Largest decline over 3 years | — | -77.42% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -84.11% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -89.27% | — |
Current DrawdownCurrent decline from peak | -70.97% | -73.84% | +2.87% |
Average DrawdownAverage peak-to-trough decline | -68.37% | -86.45% | +18.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 30.12% | 53.01% | -22.89% |
Volatility
DXYZ vs. MSTR - Volatility Comparison
Destiny Tech100 Inc (DXYZ) has a higher volatility of 52.18% compared to Strategy Inc (MSTR) at 21.60%. This indicates that DXYZ'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
| DXYZ | MSTR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 52.18% | 21.60% | +30.58% |
Volatility (6M)Calculated over the trailing 6-month period | 85.74% | 57.34% | +28.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 101.63% | 71.15% | +30.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 165.45% | 90.79% | +74.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 165.45% | 73.80% | +91.65% |
Dividends
DXYZ vs. MSTR - Dividend Comparison
Neither DXYZ nor MSTR has paid dividends to shareholders.
Financials
DXYZ vs. MSTR - Financials Comparison
This section allows you to compare key financial metrics between Destiny Tech100 Inc and Strategy Inc. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
DXYZ and MSTR have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DXYZ has higher volatility (52.18%) compared to MSTR (21.60%). In terms of maximum drawdown, DXYZ dropped -90.35% vs MSTR's -99.86%.
DXYZ currently has the higher Sharpe Ratio (-0.28 vs -0.95), 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.
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