Last Update: 31 March 2024
The Tyler Golden Butterfly Portfolio obtained a 5.77% compound annual return, with a 8.41% standard deviation, in the last 10 Years.
The Golden Butterfly with Bitcoin Portfolio obtained a 9.13% compound annual return, with a 9.57% standard deviation, in the last 10 Years.
Summary
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| Tyler Golden Butterfly Portfolio | Golden Butterfly with Bitcoin Portfolio | ||
|---|---|---|---|
| Portfolio Risk | High | High | |
| Asset Allocation | Stocks | 40% | 40% |
| Fixed Income | 40% | 40% | |
| Commodities | 20% | 20% | |
| 10 Years Stats | Return | +5.77% | +9.13% |
| Std Dev | 8.41% | 9.57% | |
| Max Drawdown | -17.79% | -18.74% | |
| All time Stats (Since Jan 2009) |
Return | +7.36% | +17.66% |
| Std Dev | 8.21% | 34.74% | |
| Max Drawdown | -17.79% | -39.02% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 2009
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| 1M | 6M | 1Y | 5Y | 10Y | MAX | |
|---|---|---|---|---|---|---|
| Tyler Golden Butterfly Portfolio | +3.22 | +13.99 | +9.26 | +6.61 | +5.77 | +7.36 |
| Golden Butterfly with Bitcoin Portfolio | +3.44 | +16.74 | +11.86 | +8.58 | +9.13 | +17.66 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
Tyler Golden Butterfly Portfolio: an investment of 1$, since April 2014,
now would be worth 1.75$, with a total return of 75.31%
(5.77% annualized).
Golden Butterfly with Bitcoin Portfolio: an investment of 1$, since April 2014, now would be worth 2.40$, with a total return of 139.51% (9.13% annualized).
Golden Butterfly with Bitcoin Portfolio: an investment of 1$, since April 2014, now would be worth 2.40$, with a total return of 139.51% (9.13% annualized).
Tyler Golden Butterfly Portfolio: an investment of 1$, since January 2009,
now would be worth 2.96$, with a total return of 195.51%
(7.36% annualized).
Golden Butterfly with Bitcoin Portfolio: an investment of 1$, since January 2009, now would be worth 11.95$, with a total return of 1094.76% (17.66% annualized).
Golden Butterfly with Bitcoin Portfolio: an investment of 1$, since January 2009, now would be worth 11.95$, with a total return of 1094.76% (17.66% annualized).
Drawdowns
Drawdown comparison chart since April 2014.
Swipe left to see all data
|
Tyler Golden Butterfly Portfolio
|
Golden Butterfly with Bitcoin Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -18.74% | Jan 2022 | Sep 2022 (9) | Mar 2024 (27) | 9.82 | |||||
| -17.79% | Jan 2022 | Sep 2022 (9) | In progress (27) | 9.39 | |||||
| -7.91% | Feb 2020 | Mar 2020 (2) | Jun 2020 (5) | 3.44 | |||||
| -7.16% | Feb 2020 | Mar 2020 (2) | Jun 2020 (5) | 3.10 | |||||
| -7.04% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 3.53 | |||||
| -6.37% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 3.17 | |||||
| -6.25% | Feb 2015 | Sep 2015 (8) | Mar 2016 (14) | 3.60 | |||||
| -5.94% | Feb 2015 | Sep 2015 (8) | Mar 2016 (14) | 2.96 | |||||
| -3.49% | Sep 2014 | Sep 2014 (1) | Dec 2014 (4) | 1.72 | |||||
| -3.36% | Aug 2016 | Oct 2016 (3) | Feb 2017 (7) | 2.01 | |||||
| -3.27% | Sep 2014 | Sep 2014 (1) | Dec 2014 (4) | 1.58 | |||||
| -3.05% | Sep 2020 | Oct 2020 (2) | Nov 2020 (3) | 1.91 | |||||
| -2.99% | Aug 2016 | Oct 2016 (3) | Jan 2017 (6) | 1.61 | |||||
| -2.61% | Feb 2018 | Feb 2018 (1) | Aug 2018 (7) | 1.44 | |||||
| -2.56% | Sep 2021 | Sep 2021 (1) | Oct 2021 (2) | 1.48 | |||||
| -2.47% | Feb 2018 | Mar 2018 (2) | Aug 2018 (7) | 1.53 | |||||
| -2.45% | Sep 2021 | Sep 2021 (1) | Oct 2021 (2) | 1.41 | |||||
| -2.43% | Sep 2020 | Sep 2020 (1) | Nov 2020 (3) | 1.70 | |||||
| -2.03% | Jul 2014 | Jul 2014 (1) | Aug 2014 (2) | 1.17 | |||||
| -2.01% | Jul 2014 | Jul 2014 (1) | Aug 2014 (2) | 1.16 | |||||
Drawdown comparison chart since January 2009.
Swipe left to see all data
|
Tyler Golden Butterfly Portfolio
|
Golden Butterfly with Bitcoin Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -39.02% | Jul 2011 | Nov 2011 (5) | Oct 2013 (28) | 24.97 | |||||
| -23.09% | Dec 2013 | Dec 2013 (1) | Aug 2017 (45) | 15.39 | |||||
| -18.74% | Jan 2022 | Sep 2022 (9) | Mar 2024 (27) | 9.82 | |||||
| -17.79% | Jan 2022 | Sep 2022 (9) | In progress (27) | 9.39 | |||||
| -10.30% | Jan 2009 | Feb 2009 (2) | Jul 2009 (7) | 5.35 | |||||
| -10.16% | Jan 2009 | Feb 2009 (2) | Jul 2009 (7) | 5.27 | |||||
| -7.91% | Feb 2020 | Mar 2020 (2) | Jun 2020 (5) | 3.44 | |||||
| -7.16% | Feb 2020 | Mar 2020 (2) | Jun 2020 (5) | 3.10 | |||||
| -7.04% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 3.53 | |||||
| -6.37% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 3.17 | |||||
| -6.25% | Feb 2015 | Sep 2015 (8) | Mar 2016 (14) | 3.60 | |||||
| -3.84% | Apr 2013 | Jun 2013 (3) | Sep 2013 (6) | 1.60 | |||||
| -3.36% | Aug 2016 | Oct 2016 (3) | Feb 2017 (7) | 2.01 | |||||
| -3.27% | Sep 2014 | Sep 2014 (1) | Dec 2014 (4) | 1.58 | |||||
| -3.05% | Sep 2020 | Oct 2020 (2) | Nov 2020 (3) | 1.91 | |||||
| -3.00% | Sep 2011 | Sep 2011 (1) | Oct 2011 (2) | 1.73 | |||||
| -2.89% | May 2010 | Jun 2010 (2) | Sep 2010 (5) | 1.60 | |||||
| -2.77% | May 2010 | Jun 2010 (2) | Sep 2010 (5) | 1.54 | |||||
| -2.61% | Feb 2018 | Feb 2018 (1) | Aug 2018 (7) | 1.44 | |||||
| -2.56% | Sep 2021 | Sep 2021 (1) | Oct 2021 (2) | 1.48 | |||||
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.
The highlighted returns represent the highest values for that specific year.
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| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
+2.76%
|
-1.54% |
+3.89%
|
-1.50% |
| 2023 |
+11.98%
|
-8.07% |
+14.80%
|
-7.42% |
| 2022 |
-13.35%
|
-17.79% |
-14.60%
|
-18.74% |
| 2021 |
+9.35%
|
-2.45% |
+10.61%
|
-2.56% |
| 2020 |
+13.93%
|
-7.16% |
+19.54%
|
-7.91% |
| 2019 |
+18.03%
|
-1.83% |
+19.56%
|
-0.45% |
| 2018 |
-4.03%
|
-6.37% |
-5.42%
|
-7.04% |
| 2017 |
+10.96%
|
-0.32% |
+36.14%
|
-0.60% |
| 2016 |
+10.82%
|
-3.36% |
+13.14%
|
-2.99% |
| 2015 |
-3.71%
|
-6.25% |
-2.76%
|
-5.94% |
| 2014 |
+9.13%
|
-3.27% |
+8.01%
|
-3.49% |
| 2013 |
+6.26%
|
-3.84% |
+130.58%
|
-23.09% |
| 2012 |
+8.84%
|
-2.43% |
+12.33%
|
-2.22% |
| 2011 |
+8.86%
|
-3.00% |
+38.12%
|
-39.02% |
| 2010 |
+16.54%
|
-2.77% |
+22.92%
|
-2.89% |
| 2009 |
+10.77%
|
-10.16% |
+10.29%
|
-10.30% |
