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

Performance

NSRGY vs. BTC-USD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Nestlé S.A. (NSRGY) 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, NSRGY achieves a 5.66% return, which is significantly higher than BTC-USD's -25.06% return. Over the past 10 years, NSRGY has underperformed BTC-USD with an annualized return of 6.67%, while BTC-USD has yielded a comparatively higher 55.97% annualized return.


NSRGY

1D
-0.20%
1M
1.56%
YTD
5.66%
6M
6.71%
1Y
1.15%
3Y*
-1.88%
5Y*
-1.61%
10Y*
6.67%

BTC-USD

1D
2.42%
1M
-17.06%
YTD
-25.06%
6M
-25.64%
1Y
-37.83%
3Y*
36.87%
5Y*
10.30%
10Y*
55.97%
*Multi-year figures are annualized to reflect compound growth (CAGR)

NSRGY vs. BTC-USD - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
NSRGY
Nestlé S.A.
5.66%24.80%-27.05%2.88%-15.94%22.32%11.63%37.26%-2.74%27.45%
BTC-USD
Bitcoin
-25.06%-6.27%120.76%155.82%-64.23%59.40%304.57%94.10%-73.37%1,324.24%

Correlation

The correlation between NSRGY and BTC-USD is 0.05, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


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

0.05

Correlation (3Y)
Calculated over the trailing 3-year period

0.02

Correlation (5Y)
Calculated over the trailing 5-year period

0.07

Correlation (10Y)
Calculated over the trailing 10-year period

0.05

Correlation (All Time)
Calculated using the full available price history since Sep 29, 2012

0.04

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Return for Risk

NSRGY vs. BTC-USD — Risk / Return Rank

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

NSRGY
NSRGY Risk / Return Rank: 3838
Overall Rank
NSRGY Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
NSRGY Sortino Ratio Rank: 3535
Sortino Ratio Rank
NSRGY Omega Ratio Rank: 3434
Omega Ratio Rank
NSRGY Calmar Ratio Rank: 4141
Calmar Ratio Rank
NSRGY Martin Ratio Rank: 4141
Martin Ratio Rank

BTC-USD
BTC-USD Risk / Return Rank: 3636
Overall Rank
BTC-USD Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
BTC-USD Sortino Ratio Rank: 3636
Sortino Ratio Rank
BTC-USD Omega Ratio Rank: 3535
Omega Ratio Rank
BTC-USD Calmar Ratio Rank: 5353
Calmar Ratio Rank
BTC-USD Martin Ratio Rank: 3535
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.

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

This table presents a comparison of risk-adjusted performance metrics for Nestlé S.A. (NSRGY) 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.


NSRGYBTC-USDDifference
Sharpe ratioReturn per unit of total volatility

+0.85

Sortino ratioReturn per unit of downside risk

+1.32

Omega ratioGain probability vs. loss probability

1.01

0.88

+0.14

Calmar ratioReturn relative to maximum drawdown

-0.05

-0.74

+0.69

Martin ratioReturn relative to average drawdown

-0.10

-1.28

+1.19

NSRGY vs. BTC-USD - Sharpe Ratio Comparison

The current NSRGY Sharpe Ratio is -0.04, which is higher than the BTC-USD Sharpe Ratio of -0.88. The chart below compares the historical Sharpe Ratios of NSRGY 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

NSRGY vs. BTC-USD - Drawdown Comparison

The maximum NSRGY drawdown since its inception was -75.68%, smaller than the maximum BTC-USD drawdown of -85.30%. Use the drawdown chart below to compare losses from any high point for NSRGY and BTC-USD.


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Drawdown Indicators


NSRGYBTC-USDDifference

Max Drawdown

Largest peak-to-trough decline

-75.68%

-85.30%

+9.62%

Max Drawdown (1Y)

Largest decline over 1 year

-15.71%

-51.21%

+35.50%

Max Drawdown (3Y)

Largest decline over 3 years

-32.79%

-51.21%

+18.42%

Max Drawdown (5Y)

Largest decline over 5 years

-38.24%

-76.67%

+38.43%

Max Drawdown (10Y)

Largest decline over 10 years

-38.24%

-83.80%

+45.56%

Current Drawdown

Current decline from peak

-17.25%

-47.43%

+30.18%

Average Drawdown

Average peak-to-trough decline

-24.16%

-42.37%

+18.21%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.31%

35.28%

-25.97%

Volatility

NSRGY vs. BTC-USD - Volatility Comparison

The current volatility for Nestlé S.A. (NSRGY) is 5.46%, while Bitcoin (BTC-USD) has a volatility of 12.10%. This indicates that NSRGY experiences smaller price fluctuations and is considered to be less risky 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


NSRGYBTC-USDDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.46%

12.10%

-6.64%

Volatility (6M)

Calculated over the trailing 6-month period

15.05%

34.64%

-19.59%

Volatility (1Y)

Calculated over the trailing 1-year period

22.89%

35.63%

-12.74%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.90%

44.55%

-24.65%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.44%

56.61%

-38.17%

Frequently Asked Questions


NSRGY and BTC-USD have a correlation of 0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BTC-USD has higher volatility (12.10%) compared to NSRGY (5.46%). In terms of maximum drawdown, NSRGY dropped -75.68% vs BTC-USD's -85.30%.

NSRGY currently has the higher Sharpe Ratio (-0.04 vs -0.88), 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

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