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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 -46.88% return, which is significantly lower than BTC-USD's -27.71% return.


MSTZ

1D
14.02%
1M
86.49%
YTD
-46.88%
6M
-23.06%
1Y
94.24%
3Y*
5Y*
10Y*

BTC-USD

1D
-5.18%
1M
-20.79%
YTD
-27.71%
6M
-32.32%
1Y
-40.02%
3Y*
32.61%
5Y*
11.41%
10Y*
60.00%
*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
-46.88%-38.95%-94.26%
BTC-USD
Bitcoin
-27.71%-6.27%51.13%

Correlation

The correlation between MSTZ and BTC-USD is -0.63, 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

-0.63

Correlation (All Time)
Calculated using the full available price history since Sep 19, 2024

-0.57

The correlation between MSTZ and BTC-USD has been stable across timeframes, ranging from -0.63 to -0.57 - 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: 2626
Overall Rank
MSTZ Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
MSTZ Sortino Ratio Rank: 3232
Sortino Ratio Rank
MSTZ Omega Ratio Rank: 3434
Omega Ratio Rank
MSTZ Calmar Ratio Rank: 2424
Calmar Ratio Rank
MSTZ Martin Ratio Rank: 2020
Martin Ratio Rank

BTC-USD
BTC-USD Risk / Return Rank: 3939
Overall Rank
BTC-USD Sharpe Ratio Rank: 1212
Sharpe Ratio Rank
BTC-USD Sortino Ratio Rank: 3232
Sortino Ratio Rank
BTC-USD Omega Ratio Rank: 3131
Omega Ratio Rank
BTC-USD Calmar Ratio Rank: 7171
Calmar Ratio Rank
BTC-USD Martin Ratio Rank: 5050
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.


MSTZBTC-USDDifference

Sharpe ratio

Return per unit of total volatility

0.68

-0.93

+1.61

Sortino ratio

Return per unit of downside risk

1.74

-1.31

+3.05

Omega ratio

Gain probability vs. loss probability

1.23

0.87

+0.36

Calmar ratio

Return relative to maximum drawdown

1.12

-0.81

+1.92

Martin ratio

Return relative to average drawdown

2.35

-1.42

+3.76

MSTZ vs. BTC-USD - Sharpe Ratio Comparison

The current MSTZ Sharpe Ratio is 0.68, which is higher than the BTC-USD Sharpe Ratio of -0.93. 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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Sharpe Ratios by Period


MSTZBTC-USDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.68

-0.93

+1.61

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.21

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.88

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.53

1.13

-1.66

Drawdowns

MSTZ vs. BTC-USD - Drawdown Comparison

The maximum MSTZ drawdown since its inception was -99.36%, 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

-99.36%

-85.30%

-14.06%

Max Drawdown (1Y)

Largest decline over 1 year

-84.89%

-49.65%

-35.24%

Max Drawdown (3Y)

Largest decline over 3 years

-49.65%

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

-98.14%

-49.29%

-48.85%

Average Drawdown

Average peak-to-trough decline

-94.39%

-42.27%

-52.12%

Ulcer Index

Depth and duration of drawdowns from previous peaks

40.30%

33.73%

+6.57%

Volatility

MSTZ vs. BTC-USD - Volatility Comparison

T-REX 2X Inverse MSTR Daily Target ETF (MSTZ) has a higher volatility of 37.49% compared to Bitcoin (BTC-USD) at 10.81%. 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

37.49%

10.81%

+26.68%

Volatility (6M)

Calculated over the trailing 6-month period

125.82%

34.33%

+91.49%

Volatility (1Y)

Calculated over the trailing 1-year period

140.34%

35.60%

+104.74%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

170.37%

45.05%

+125.32%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

170.37%

56.69%

+113.68%

Frequently Asked Questions


MSTZ and BTC-USD have a correlation of -0.63, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

MSTZ has higher volatility (37.49%) compared to BTC-USD (10.81%). In terms of maximum drawdown, MSTZ dropped -99.36% vs BTC-USD's -85.30%.

MSTZ currently has the higher Sharpe Ratio (0.68 vs -0.93), 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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