Ben Stein Perfect vs Tyler Golden Butterfly Portfolio Comparison

Last Update: 29 February 2024

The Ben Stein Perfect Portfolio obtained a 7.41% compound annual return, with a 12.35% standard deviation, in the last 30 Years.

The Tyler Golden Butterfly Portfolio obtained a 7.56% compound annual return, with a 7.73% standard deviation, in the last 30 Years.

Summary

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Ben Stein Perfect Portfolio Tyler Golden Butterfly Portfolio
Portfolio Risk Very High High
Asset Allocation Stocks 80% 40%
Fixed Income 20% 40%
Commodities 0% 20%
30 Years Stats Return +7.41% +7.56%
Std Dev 12.35% 7.73%
Max Drawdown -44.81% -17.79%
All time Stats
(Since Jan 1985)
Return +9.41% +8.57%
Std Dev 12.44% 7.64%
Max Drawdown -44.81% -17.79%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1985

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1M 6M 1Y 5Y 10Y 30Y MAX
Ben Stein Perfect Portfolio +3.46 +8.46 +16.81 +8.81 +7.22 +7.41 +9.41
Tyler Golden Butterfly Portfolio +1.11 +5.17 +7.94 +5.99 +5.42 +7.56 +8.57
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Ben Stein Perfect Portfolio: an investment of 1$, since March 1994, now would be worth 8.53$, with a total return of 752.59% (7.41% annualized).

Tyler Golden Butterfly Portfolio: an investment of 1$, since March 1994, now would be worth 8.91$, with a total return of 790.58% (7.56% annualized).

Ben Stein Perfect Portfolio: an investment of 1$, since January 1985, now would be worth 33.86$, with a total return of 3285.75% (9.41% annualized).

Tyler Golden Butterfly Portfolio: an investment of 1$, since January 1985, now would be worth 25.03$, with a total return of 2402.72% (8.57% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Ben Stein Perfect Portfolio
Tyler Golden Butterfly Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-44.81% Nov 2007 Feb 2009 (16) Dec 2012 (62) 18.11
-31.02% Apr 2000 Sep 2002 (30) Nov 2004 (56) 16.05
-18.62% Jan 2020 Mar 2020 (3) Aug 2020 (8) 8.68
-18.32% Jan 2022 Sep 2022 (9) Jul 2023 (19) 8.72
-17.79% Jan 2022 Sep 2022 (9) In progress (26) 9.56
-15.07% May 1998 Aug 1998 (4) Dec 1998 (8) 6.89
-14.81% Mar 2008 Feb 2009 (12) Sep 2009 (19) 7.24
-11.03% Feb 2018 Dec 2018 (11) Apr 2019 (15) 4.47
-10.87% May 2015 Feb 2016 (10) Sep 2016 (17) 5.37
-9.44% May 1998 Aug 1998 (4) Dec 1998 (8) 3.99
-7.69% Aug 2023 Oct 2023 (3) Dec 2023 (5) 4.00
-7.16% Feb 2020 Mar 2020 (2) Jun 2020 (5) 3.10
-6.86% Jun 2002 Jul 2002 (2) May 2003 (12) 4.25
-6.37% Sep 2018 Dec 2018 (4) Apr 2019 (8) 3.17
-6.25% Feb 2015 Sep 2015 (8) Mar 2016 (14) 3.60
-5.36% Sep 1994 Jan 1995 (5) Apr 1995 (8) 3.21
-5.20% Aug 1997 Oct 1997 (3) Feb 1998 (7) 3.34
-5.02% May 2019 May 2019 (1) Oct 2019 (6) 2.02
-4.99% Feb 2001 Mar 2001 (2) Dec 2001 (11) 2.05
-4.36% Apr 2004 Apr 2004 (1) Sep 2004 (6) 2.66

Drawdown comparison chart since January 1985.

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Ben Stein Perfect Portfolio
Tyler Golden Butterfly Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-44.81% Nov 2007 Feb 2009 (16) Dec 2012 (62) 18.11
-31.02% Apr 2000 Sep 2002 (30) Nov 2004 (56) 16.05
-21.48% Sep 1987 Nov 1987 (3) Jan 1989 (17) 10.79
-18.62% Jan 2020 Mar 2020 (3) Aug 2020 (8) 8.68
-18.32% Jan 2022 Sep 2022 (9) Jul 2023 (19) 8.72
-17.79% Jan 2022 Sep 2022 (9) In progress (26) 9.56
-15.07% May 1998 Aug 1998 (4) Dec 1998 (8) 6.89
-14.81% Mar 2008 Feb 2009 (12) Sep 2009 (19) 7.24
-14.67% Aug 1990 Sep 1990 (2) Feb 1991 (7) 8.53
-11.03% Feb 2018 Dec 2018 (11) Apr 2019 (15) 4.47
-10.93% Sep 1987 Nov 1987 (3) Jan 1989 (17) 5.04
-10.87% May 2015 Feb 2016 (10) Sep 2016 (17) 5.37
-9.44% May 1998 Aug 1998 (4) Dec 1998 (8) 3.99
-7.94% Jan 1990 Oct 1990 (10) Feb 1991 (14) 3.88
-7.76% Jan 1990 Apr 1990 (4) Jul 1990 (7) 4.20
-7.69% Aug 2023 Oct 2023 (3) Dec 2023 (5) 4.00
-7.16% Feb 2020 Mar 2020 (2) Jun 2020 (5) 3.10
-6.86% Jun 2002 Jul 2002 (2) May 2003 (12) 4.25
-6.82% Feb 1994 Mar 1994 (2) Aug 1994 (7) 3.98
-6.37% Sep 2018 Dec 2018 (4) Apr 2019 (8) 3.17

Yearly Returns

For each year, the following table provides the return and intra-year drawdown.
The highlighted returns represent the highest values for that specific year.
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Year Return Drawdown Return Drawdown
2024
+3.09%
-0.36%
-0.45%
-1.54%
2023
+16.55%
-7.69%
+11.98%
-8.07%
2022
-11.28%
-18.32%
-13.35%
-17.79%
2021
+16.52%
-2.88%
+9.35%
-2.45%
2020
+10.46%
-18.62%
+13.93%
-7.16%
2019
+21.12%
-5.02%
+18.03%
-1.83%
2018
-7.36%
-11.03%
-4.03%
-6.37%
2017
+18.64%
0.00%
+10.96%
-0.32%
2016
+8.29%
-4.94%
+10.82%
-3.36%
2015
-2.48%
-9.54%
-3.71%
-6.25%
2014
+4.39%
-3.48%
+9.13%
-3.27%
2013
+18.20%
-2.21%
+6.26%
-3.84%
2012
+13.40%
-7.48%
+8.84%
-2.43%
2011
-3.70%
-17.03%
+8.86%
-3.00%
2010
+12.14%
-10.26%
+16.54%
-2.77%
2009
+26.95%
-15.39%
+10.77%
-10.16%
2008
-31.47%
-33.62%
-4.18%
-13.53%
2007
+10.08%
-4.81%
+9.58%
-2.06%
2006
+18.40%
-3.55%
+12.44%
-2.71%
2005
+11.54%
-3.65%
+8.04%
-1.76%
2004
+14.53%
-3.20%
+9.88%
-4.36%
2003
+29.10%
-3.63%
+18.85%
-2.72%
2002
-12.54%
-19.34%
+3.15%
-6.86%
2001
-8.74%
-18.50%
+2.71%
-4.99%
2000
-7.02%
-10.69%
+6.88%
-3.64%
1999
+25.31%
-2.23%
+4.24%
-3.38%
1998
+11.01%
-15.07%
+8.03%
-9.44%
1997
+13.00%
-5.20%
+13.09%
-2.50%
1996
+15.28%
-3.61%
+8.18%
-2.60%
1995
+18.25%
-1.47%
+21.86%
-0.40%
1994
-0.04%
-6.82%
-1.98%
-4.64%
1993
+24.57%
-3.54%
+14.50%
-1.37%
1992
+0.57%
-3.75%
+9.15%
-1.58%
1991
+30.38%
-4.43%
+19.14%
-1.63%
1990
-6.17%
-14.67%
-2.51%
-7.94%
1989
+30.02%
-2.52%
+14.78%
-0.89%
1988
+18.92%
-2.98%
+9.18%
-1.64%
1987
+3.15%
-21.48%
+5.10%
-10.93%
1986
+23.10%
-4.60%
+17.75%
-2.42%
1985
+29.90%
-2.29%
+25.09%
-1.93%