MSTR vs. GBTC

In the year-to-date period, MSTR achieves a 43.08% return, which is significantly higher than GBTC's 8.05% return. Over the past 10 years, MSTR has underperformed GBTC with an annualized return of 36.86%, while GBTC has yielded a comparatively higher 64.85% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for MicroStrategy Incorporated (MSTR) and Grayscale Bitcoin Trust (BTC) (GBTC). 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 2.38, which is higher than the GBTC Sharpe Ratio of 0.82. The chart below compares the historical Sharpe Ratios of MSTR and GBTC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither MSTR nor GBTC has paid dividends to shareholders.

The maximum MSTR drawdown since its inception was -99.86%, which is greater than GBTC's maximum drawdown of -89.91%. Use the drawdown chart below to compare losses from any high point for MSTR and GBTC. For additional features, visit the drawdowns tool.

MicroStrategy Incorporated (MSTR) has a higher volatility of 26.59% compared to Grayscale Bitcoin Trust (BTC) (GBTC) at 12.19%. This indicates that MSTR's price experiences larger fluctuations and is considered to be riskier than GBTC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

This section allows you to compare key financial metrics between MicroStrategy Incorporated and Grayscale Bitcoin Trust (BTC). You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.