STRD vs. MSTR

Last updated Jun 3, 2026

STRD (MicroStrategy Incorporated) and MSTR (Strategy Inc) are both stocks. Both operate in the Software - Application industry within the Technology sector. At a correlation of -0.50, they often move in opposite directions.

Performance

STRD vs. MSTR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in MicroStrategy Incorporated (STRD) and Strategy Inc (MSTR). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

STRD

• 1D: -1.32%
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

MSTR

• 1D: -9.15%
• 1M: -23.19%
• YTD: -10.44%
• 6M: -24.95%
• 1Y: -63.45%
• 3Y*: 65.15%
• 5Y*: 22.73%
• 10Y*: 21.84%

*Multi-year figures are annualized to reflect compound growth (CAGR)

STRD vs. MSTR - Yearly Performance Comparison

	2026 (YTD)
STRD MicroStrategy Incorporated	-3.67%
MSTR Strategy Inc	-10.26%

Correlation

The correlation between STRD and MSTR is -0.50, 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 (All Time) Calculated using the full available price history since May 29, 2026	-0.50

Fundamentals

Market Cap STRD : $23.35B MSTR : $45.44B
EPS STRD : -$38.95 MSTR : -$40.19
PS Ratio STRD : 44.56 MSTR : 85.31
PB Ratio STRD : 0.64 MSTR : 1.24
Total Revenue (TTM) STRD : $490.47M MSTR : $490.47M
Gross Profit (TTM) STRD : $334.08M MSTR : $334.08M
EBITDA (TTM) STRD : $520.73M MSTR : $466.93M

Return for Risk

STRD vs. MSTR — Risk / Return Rank

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

MSTR

MSTR Risk / Return Rank: 8
MSTR Sharpe Ratio Rank: 6
MSTR Sortino Ratio Rank: 5
MSTR Omega Ratio Rank: 7
MSTR Calmar Ratio Rank: 9
MSTR Martin Ratio Rank: 12

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.

STRD vs. MSTR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for MicroStrategy Incorporated (STRD) and Strategy Inc (MSTR). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	STRD	MSTR	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	-0.91	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.25	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.30	—
Sharpe Ratio (All Time) Calculated using the full available price history	-3.27	0.13	-3.40

Drawdowns

STRD vs. MSTR - Drawdown Comparison

The maximum STRD drawdown since its inception was -3.67%, smaller than the maximum MSTR drawdown of -99.86%. Use the drawdown chart below to compare losses from any high point for STRD and MSTR.

Drawdown Indicators

	STRD	MSTR	Difference
Max Drawdown Largest peak-to-trough decline	-3.67%	-99.86%	+96.19%
Max Drawdown (1Y) Largest decline over 1 year	—	-76.53%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-77.42%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-84.11%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-89.27%	—
Current Drawdown Current decline from peak	-3.67%	-71.28%	+67.61%
Average Drawdown Average peak-to-trough decline	-3.16%	-86.48%	+83.32%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	51.39%	—

Volatility

Volatility by Period

	STRD	MSTR	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	19.27%	—
Volatility (6M) Calculated over the trailing 6-month period	—	56.14%	—
Volatility (1Y) Calculated over the trailing 1-year period	35.85%	69.99%	-34.14%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	35.85%	90.74%	-54.89%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	35.85%	73.68%	-37.83%

Dividends

STRD vs. MSTR - Dividend Comparison

Neither STRD nor MSTR has paid dividends to shareholders.

Tickers have no history of dividend payments

Financials

Frequently Asked Questions

Can I hold both STRD and MSTR in my portfolio?

STRD and MSTR have a correlation of -0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.