MSTR vs. TRIN
MSTR (Strategy Inc) and TRIN (Trinity Capital Inc.) are both stocks. MSTR operates in Software - Application (Technology), while TRIN operates in Asset Management (Financial Services). Over the past 5 years, MSTR returned 6.88%/yr vs 21.17%/yr for TRIN. At a 0.26 correlation, their price movements are largely independent.
Performance
MSTR vs. TRIN - Performance Comparison
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Returns By Period
In the year-to-date period, MSTR achieves a -39.01% return, which is significantly lower than TRIN's 37.03% return.
MSTR
- 1D
- 12.60%
- 1M
- -41.74%
- YTD
- -39.01%
- 6M
- -40.36%
- 1Y
- -75.86%
- 3Y*
- 39.36%
- 5Y*
- 6.88%
- 10Y*
- 18.32%
TRIN
- 1D
- 4.05%
- 1M
- 12.80%
- YTD
- 37.03%
- 6M
- 37.44%
- 1Y
- 55.25%
- 3Y*
- 29.05%
- 5Y*
- 21.17%
- 10Y*
- —
MSTR vs. TRIN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
MSTR Strategy Inc | -39.01% | -47.53% | 358.54% | 346.15% | -74.00% | -5.86% |
TRIN Trinity Capital Inc. | 37.03% | 16.01% | 14.83% | 53.97% | -26.60% | 36.20% |
Correlation
The correlation between MSTR and TRIN 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 (3Y) Calculated over the trailing 3-year period | 0.26 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.27 |
Correlation (All Time) Calculated using the full available price history since Jan 29, 2021 | 0.26 |
Fundamentals
MSTR:
$30.95B
TRIN:
$1.48B
MSTR:
-$39.78
TRIN:
$1.99
MSTR:
58.70
TRIN:
4.97
MSTR:
0.84
TRIN:
1.27
MSTR:
$490.47M
TRIN:
$276.05M
MSTR:
$334.08M
TRIN:
$219.75M
MSTR:
$466.93M
TRIN:
$195.35M
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Return for Risk
MSTR vs. TRIN — Risk / Return Rank
MSTR
TRIN
MSTR vs. TRIN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Strategy Inc (MSTR) and Trinity Capital Inc. (TRIN). 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.
| MSTR | TRIN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.64 | ||
| Sortino ratioReturn per unit of downside risk | -5.64 | ||
| Omega ratioGain probability vs. loss probability | 0.78 | 1.44 | -0.66 |
| Calmar ratioReturn relative to maximum drawdown | -0.93 | 3.70 | -4.63 |
| Martin ratioReturn relative to average drawdown | -1.37 | 9.32 | -10.70 |
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Drawdowns
MSTR vs. TRIN - Drawdown Comparison
The maximum MSTR drawdown since its inception was -99.86%, which is greater than TRIN's maximum drawdown of -43.12%. Use the drawdown chart below to compare losses from any high point for MSTR and TRIN.
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Drawdown Indicators
| MSTR | TRIN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.86% | -43.12% | -56.74% |
Max Drawdown (1Y)Largest decline over 1 year | -81.95% | -14.99% | -66.96% |
Max Drawdown (3Y)Largest decline over 3 years | -82.63% | -15.58% | -67.05% |
Max Drawdown (5Y)Largest decline over 5 years | -84.11% | -43.12% | -40.99% |
Max Drawdown (10Y)Largest decline over 10 years | -89.27% | — | — |
Current DrawdownCurrent decline from peak | -80.44% | 0.00% | -80.44% |
Average DrawdownAverage peak-to-trough decline | -86.44% | -8.84% | -77.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 55.19% | 5.94% | +49.25% |
Volatility
MSTR vs. TRIN - Volatility Comparison
Strategy Inc (MSTR) has a higher volatility of 28.41% compared to Trinity Capital Inc. (TRIN) at 8.33%. This indicates that MSTR's price experiences larger fluctuations and is considered to be riskier than TRIN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MSTR | TRIN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 28.41% | 8.33% | +20.08% |
Volatility (6M)Calculated over the trailing 6-month period | 60.21% | 16.90% | +43.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 74.35% | 21.27% | +53.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 90.65% | 26.81% | +63.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 74.13% | 27.03% | +47.10% |
Dividends
MSTR vs. TRIN - Dividend Comparison
MSTR has not paid dividends to shareholders, while TRIN's dividend yield for the trailing twelve months is around 19.93%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
MSTR Strategy Inc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
TRIN Trinity Capital Inc. | 19.93% | 13.92% | 14.10% | 14.04% | 21.32% | 7.17% |
Financials
MSTR vs. TRIN - Financials Comparison
This section allows you to compare key financial metrics between Strategy Inc and Trinity Capital 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
MSTR and TRIN 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.
MSTR has higher volatility (28.41%) compared to TRIN (8.33%). In terms of maximum drawdown, MSTR dropped -99.86% vs TRIN's -43.12%.
TRIN currently has the higher Sharpe Ratio (2.62 vs -1.02), 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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