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

Performance

SPG vs. BTC-USD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Simon Property Group, Inc. (SPG) 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, SPG achieves a 21.01% return, which is significantly higher than BTC-USD's -25.06% return. Over the past 10 years, SPG has underperformed BTC-USD with an annualized return of 6.11%, while BTC-USD has yielded a comparatively higher 55.97% annualized return.


SPG

1D
1.95%
1M
10.71%
YTD
21.01%
6M
23.06%
1Y
46.24%
3Y*
32.01%
5Y*
16.57%
10Y*
6.11%

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)

SPG vs. BTC-USD - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SPG
Simon Property Group, Inc.
21.01%12.94%26.92%29.24%-21.91%95.72%-38.64%-6.74%2.55%0.98%
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 SPG and BTC-USD is 0.08, 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

0.08

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

0.14

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

0.19

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

0.10

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

0.07

The correlation between SPG and BTC-USD shifts across timeframes, from 0.07 (all time) to 0.19 (5 years), reflecting how their relationship changes across market environments.

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Return for Risk

SPG vs. BTC-USD — Risk / Return Rank

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

SPG
SPG Risk / Return Rank: 9191
Overall Rank
SPG Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
SPG Sortino Ratio Rank: 9292
Sortino Ratio Rank
SPG Omega Ratio Rank: 9090
Omega Ratio Rank
SPG Calmar Ratio Rank: 8989
Calmar Ratio Rank
SPG Martin Ratio Rank: 9393
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.

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

This table presents a comparison of risk-adjusted performance metrics for Simon Property Group, Inc. (SPG) 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.


SPGBTC-USDDifference
Sharpe ratioReturn per unit of total volatility

+3.27

Sortino ratioReturn per unit of downside risk

+4.54

Omega ratioGain probability vs. loss probability

1.40

0.88

+0.52

Calmar ratioReturn relative to maximum drawdown

3.88

-0.74

+4.61

Martin ratioReturn relative to average drawdown

14.03

-1.28

+15.31

SPG vs. BTC-USD - Sharpe Ratio Comparison

The current SPG Sharpe Ratio is 2.39, which is higher than the BTC-USD Sharpe Ratio of -0.88. The chart below compares the historical Sharpe Ratios of SPG 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

SPG vs. BTC-USD - Drawdown Comparison

The maximum SPG drawdown since its inception was -77.00%, smaller than the maximum BTC-USD drawdown of -85.30%. Use the drawdown chart below to compare losses from any high point for SPG and BTC-USD.


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Drawdown Indicators


SPGBTC-USDDifference

Max Drawdown

Largest peak-to-trough decline

-77.00%

-85.30%

+8.30%

Max Drawdown (1Y)

Largest decline over 1 year

-11.54%

-51.21%

+39.67%

Max Drawdown (3Y)

Largest decline over 3 years

-24.32%

-51.21%

+26.89%

Max Drawdown (5Y)

Largest decline over 5 years

-45.84%

-76.67%

+30.83%

Max Drawdown (10Y)

Largest decline over 10 years

-77.00%

-83.80%

+6.80%

Current Drawdown

Current decline from peak

0.00%

-47.43%

+47.43%

Average Drawdown

Average peak-to-trough decline

-13.83%

-42.37%

+28.54%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.18%

35.28%

-32.10%

Volatility

SPG vs. BTC-USD - Volatility Comparison

The current volatility for Simon Property Group, Inc. (SPG) is 5.43%, while Bitcoin (BTC-USD) has a volatility of 12.10%. This indicates that SPG 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


SPGBTC-USDDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.43%

12.10%

-6.67%

Volatility (6M)

Calculated over the trailing 6-month period

14.08%

34.64%

-20.56%

Volatility (1Y)

Calculated over the trailing 1-year period

18.76%

35.63%

-16.87%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.55%

44.55%

-18.00%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

37.08%

56.61%

-19.53%

Frequently Asked Questions


SPG and BTC-USD have a correlation of 0.08, 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 SPG (5.43%). In terms of maximum drawdown, SPG dropped -77.00% vs BTC-USD's -85.30%.

SPG currently has the higher Sharpe Ratio (2.38 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

Find the right allocation for SPG and BTC-USD

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