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MSTZ vs. BTC-USD
Performance
Return for Risk
Drawdowns
Volatility

Performance

MSTZ vs. BTC-USD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in T-REX 2X Inverse MSTR Daily Target ETF (MSTZ) and Bitcoin (BTC-USD). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, MSTZ achieves a -31.95% return, which is significantly lower than BTC-USD's -26.24% return.


MSTZ

1D
-0.09%
1M
46.79%
6M
0.09%
YTD
-31.95%
1Y
252.57%
3Y*
5Y*
10Y*

BTC-USD

1D
-0.69%
1M
-2.62%
6M
-33.43%
YTD
-26.24%
1Y
-45.20%
3Y*
28.74%
5Y*
15.51%
10Y*
57.66%
*Multi-year figures are annualized to reflect compound growth (CAGR)

MSTZ vs. BTC-USD - Yearly Performance Comparison


2026 (YTD)20252024
MSTZ
T-REX 2X Inverse MSTR Daily Target ETF
-31.95%-38.95%-94.43%
BTC-USD
Bitcoin
-26.24%-6.27%54.78%

Correlation

The correlation between MSTZ and BTC-USD is -0.65, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


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

-0.65

Correlation (All Time)
Calculated using the full available price history since Sep 18, 2024

-0.58

The correlation between MSTZ and BTC-USD has been stable across timeframes, ranging from -0.65 to -0.58 - a consistent structural relationship.

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Return for Risk

MSTZ vs. BTC-USD — Risk / Return Rank

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

MSTZ
MSTZ Risk / Return Rank: 6161
Overall Rank
MSTZ Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
MSTZ Sortino Ratio Rank: 6262
Sortino Ratio Rank
MSTZ Omega Ratio Rank: 6464
Omega Ratio Rank
MSTZ Calmar Ratio Rank: 7373
Calmar Ratio Rank
MSTZ Martin Ratio Rank: 4343
Martin Ratio Rank

BTC-USD
BTC-USD Risk / Return Rank: 2525
Overall Rank
BTC-USD Sharpe Ratio Rank: 77
Sharpe Ratio Rank
BTC-USD Sortino Ratio Rank: 3535
Sortino Ratio Rank
BTC-USD Omega Ratio Rank: 3333
Omega Ratio Rank
BTC-USD Calmar Ratio Rank: 4545
Calmar Ratio Rank
BTC-USD Martin Ratio Rank: 66
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.

MSTZ vs. BTC-USD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for T-REX 2X Inverse MSTR Daily Target ETF (MSTZ) and Bitcoin (BTC-USD). 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.


MSTZBTC-USDDifference
Sharpe ratioReturn per unit of total volatility

+2.76

Sortino ratioReturn per unit of downside risk

+3.94

Omega ratioGain probability vs. loss probability

1.31

0.84

+0.47

Calmar ratioReturn relative to maximum drawdown

3.00

-0.85

+3.85

Martin ratioReturn relative to average drawdown

5.79

-1.38

+7.17

MSTZ vs. BTC-USD - Sharpe Ratio Comparison

The current MSTZ Sharpe Ratio is 1.71, which is higher than the BTC-USD Sharpe Ratio of -1.05. The chart below compares the historical Sharpe Ratios of MSTZ and BTC-USD, 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

MSTZ vs. BTC-USD - Drawdown Comparison

The maximum MSTZ drawdown since its inception was -99.38%, which is greater than BTC-USD's maximum drawdown of -85.30%. Use the drawdown chart below to compare losses from any high point for MSTZ and BTC-USD.


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Drawdown Indicators


MSTZBTC-USDDifference

Max Drawdown

Largest peak-to-trough decline

-99.38%

-85.30%

-14.08%

Max Drawdown (1Y)

Largest decline over 1 year

-84.89%

-53.08%

-31.81%

Max Drawdown (3Y)

Largest decline over 3 years

-53.08%

Max Drawdown (5Y)

Largest decline over 5 years

-76.67%

Max Drawdown (10Y)

Largest decline over 10 years

-83.80%

Current Drawdown

Current decline from peak

-97.68%

-48.25%

-49.43%

Average Drawdown

Average peak-to-trough decline

-94.55%

-42.57%

-51.98%

Ulcer Index

Depth and duration of drawdowns from previous peaks

43.81%

29.20%

+14.61%

Volatility

MSTZ vs. BTC-USD - Volatility Comparison

T-REX 2X Inverse MSTR Daily Target ETF (MSTZ) has a higher volatility of 56.66% compared to Bitcoin (BTC-USD) at 9.75%. This indicates that MSTZ's price experiences larger fluctuations and is considered to be riskier than BTC-USD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MSTZBTC-USDDifference

Volatility (1M)

Calculated over the trailing 1-month period

56.66%

9.75%

+46.91%

Volatility (6M)

Calculated over the trailing 6-month period

135.05%

34.90%

+100.15%

Volatility (1Y)

Calculated over the trailing 1-year period

148.51%

35.75%

+112.76%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

170.85%

43.96%

+126.89%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

170.85%

56.34%

+114.51%

Frequently Asked Questions


MSTZ and BTC-USD have a correlation of -0.65, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

MSTZ has higher volatility (56.66%) compared to BTC-USD (9.75%). In terms of maximum drawdown, MSTZ dropped -99.38% vs BTC-USD's -85.30%.

MSTZ currently has the higher Sharpe Ratio (1.71 vs -1.05), 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 MSTZ and BTC-USD

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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