MSTR vs. BITO

In the year-to-date period, MSTR achieves a 28.51% return, which is significantly higher than BITO's 15.06% return.

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This table presents a comparison of risk-adjusted performance metrics for MicroStrategy Incorporated (MSTR) and ProShares Bitcoin Strategy ETF (BITO). 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.

The current MSTR Sharpe Ratio is 1.25, which is higher than the BITO Sharpe Ratio of 0.93. The chart below compares the historical Sharpe Ratios of MSTR and BITO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MSTR has not paid dividends to shareholders, while BITO's dividend yield for the trailing twelve months is around 54.75%.

The maximum MSTR drawdown since its inception was -99.86%, which is greater than BITO's maximum drawdown of -77.86%. Use the drawdown chart below to compare losses from any high point for MSTR and BITO.

MicroStrategy Incorporated (MSTR) has a higher volatility of 14.25% compared to ProShares Bitcoin Strategy ETF (BITO) at 8.86%. This indicates that MSTR's price experiences larger fluctuations and is considered to be riskier than BITO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.