UPXI vs. IBIT
UPXI (Upexi Inc.) is a stock, while IBIT (iShares Bitcoin Trust ETF) is Cryptocurrency fund tracking the CME CF Bitcoin Reference Rate - New York Variant. Over the past year, UPXI returned -83.57% vs -44.50% for IBIT. Their 0.36 correlation means their historical movements had little consistent relationship.
Performance
UPXI vs. IBIT - Performance Comparison
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Returns By Period
In the year-to-date period, UPXI achieves a -55.02% return, which is significantly lower than IBIT's -28.22% return.
UPXI
- 1D
- -6.72%
- 1M
- -14.13%
- 6M
- -57.54%
- YTD
- -55.02%
- 1Y
- -83.57%
- 3Y*
- -74.00%
- 5Y*
- -63.08%
- 10Y*
- —
- ALL TIME*
- -61.63%
IBIT
- 1D
- -2.89%
- 1M
- 2.21%
- 6M
- -24.95%
- YTD
- -28.22%
- 1Y
- -44.50%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 10.01%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $1.30B | $1.34B | $1.68B | |
UPXI Upexi Inc. | $757.63K | $1.04M | $2.52M |
UPXI vs. IBIT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
UPXI Upexi Inc. | -55.02% | -52.14% | -84.40% |
IBIT iShares Bitcoin Trust ETF | -28.22% | -6.41% | 89.87% |
Correlation
The correlation between UPXI and IBIT is 0.71, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.71 |
Correlation (All Time) Calculated using the full available price history since Jan 11, 2024 | 0.36 |
Over the past year, UPXI and IBIT have become more correlated (0.71) than their long-term average of 0.36, meaning their price movements have been converging.
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Return for Risk
UPXI vs. IBIT — Risk / Return Rank
UPXI
IBIT
UPXI vs. IBIT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Upexi Inc. (UPXI) and iShares Bitcoin Trust ETF (IBIT). 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.
| UPXI | IBIT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.39 | ||
| Sortino ratioReturn per unit of downside risk | +0.28 | ||
| Omega ratioGain probability vs. loss probability | 0.87 | 0.83 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | -0.90 | -0.87 | -0.03 |
| Martin ratioReturn relative to average drawdown | -1.15 | -1.34 | +0.18 |
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Drawdowns
UPXI vs. IBIT - Drawdown Comparison
The maximum UPXI drawdown since its inception was -99.64%, which is greater than IBIT's maximum drawdown of -53.30%. Use the drawdown chart below to compare losses from any high point for UPXI and IBIT.
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Drawdown Indicators
| UPXI | IBIT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.64% | -53.30% | -46.34% |
Max Drawdown (1Y)Largest decline over 1 year | -93.39% | -53.30% | -40.09% |
Max Drawdown (3Y)Largest decline over 3 years | -98.70% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -99.63% | — | — |
Current DrawdownCurrent decline from peak | -99.52% | -50.01% | -49.51% |
Average DrawdownAverage peak-to-trough decline | -73.52% | -18.24% | -55.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 72.52% | 34.66% | +37.86% |
Volatility
UPXI vs. IBIT - Volatility Comparison
Upexi Inc. (UPXI) has a higher volatility of 25.32% compared to iShares Bitcoin Trust ETF (IBIT) at 9.21%. This indicates that UPXI's price experiences larger fluctuations and is considered to be riskier than IBIT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UPXI | IBIT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 25.32% | 9.21% | +16.11% |
Volatility (6M)Calculated over the trailing 6-month period | 93.90% | 33.74% | +60.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 128.08% | 44.46% | +83.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 202.30% | 49.60% | +152.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 201.70% | 49.60% | +152.10% |
Dividends
UPXI vs. IBIT - Dividend Comparison
Neither UPXI nor IBIT has paid dividends to shareholders.
Frequently Asked Questions
UPXI and IBIT have a correlation of 0.71, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UPXI has higher volatility (25.32%) compared to IBIT (9.21%). In terms of maximum drawdown, UPXI dropped -99.64% vs IBIT's -53.30%.
UPXI currently has the higher Sharpe Ratio (-0.65 vs -1.04), 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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