Last Update: 30 April 2022
The Golden Butterfly with Bitcoin Portfolio obtained a 18.46% compound annual return, with a 39.03% standard deviation, in the last 10 Years.
The David Swensen Yale Endowment Portfolio obtained a 7.88% compound annual return, with a 9.43% standard deviation, in the last 10 Years.
Summary
| Golden Butterfly with Bitcoin Portfolio | David Swensen Yale Endowment Portfolio | ||
|---|---|---|---|
| Risk | High | High | |
| Asset Allocation | Stocks | 40% | 70% |
| Fixed Income | 40% | 30% | |
| Commodities | 20% | 0% | |
| 10 Years Stats | Return | +18.46% | +7.88% |
| Std Dev | 39.03% | 9.43% | |
| Max Drawdown | -23.09% | -13.19% | |
Last Update: 30 April 2022
Historical Returns as of Apr 30, 2022
Comparison period starts from January 2009
| 1M | 6M | 1Y | 5Y(*) | 10Y(*) | MAX(*) | |
|---|---|---|---|---|---|---|
| Golden Butterfly with Bitcoin Portfolio | -5.64 | -8.20 | -4.51 | +12.21 | +18.46 | +19.48 |
| David Swensen Yale Endowment Portfolio | -6.59 | -10.14 | -3.33 | +7.72 | +7.88 | +9.63 |
Capital Growth as of Apr 30, 2022
Golden Butterfly with Bitcoin Portfolio: an investment of 1000$, since May 2012, now would be worth 5441.76$, with a total return of 444.18% (18.46% annualized).
David Swensen Yale Endowment Portfolio: an investment of 1000$, since May 2012, now would be worth 2134.57$, with a total return of 113.46% (7.88% annualized).
Golden Butterfly with Bitcoin Portfolio: an investment of 1000$, since January 2009, now would be worth 10731.15$, with a total return of 973.12% (19.48% annualized).
David Swensen Yale Endowment Portfolio: an investment of 1000$, since January 2009, now would be worth 3406.60$, with a total return of 240.66% (9.63% annualized).
Drawdowns
Drawdown comparison chart since April 2012.
Golden Butterfly with Bitcoin Portfolio |
David Swensen Yale Endowment Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -23.09% | Dec 2013 | Dec 2013 | |||
| -13.19% | Feb 2020 | Mar 2020 | |||
| -12.32% | Jan 2022 | Apr 2022 | |||
| -8.53% | Jan 2022 | Apr 2022 | |||
| -8.51% | Sep 2018 | Dec 2018 | |||
| -7.97% | May 2013 | Jun 2013 | |||
| -7.91% | Feb 2020 | Mar 2020 | |||
| -7.23% | Mar 2015 | Sep 2015 | |||
| -7.04% | Sep 2018 | Dec 2018 | |||
| -5.66% | May 2013 | Aug 2013 | |||
| -4.89% | Aug 2016 | Nov 2016 | |||
| -4.32% | Feb 2018 | Feb 2018 | |||
| -3.99% | Sep 2020 | Oct 2020 | |||
| -3.85% | Sep 2021 | Sep 2021 | |||
| -3.62% | May 2012 | May 2012 | |||
| -3.59% | Sep 2014 | Sep 2014 | |||
| -2.56% | Sep 2021 | Sep 2021 | |||
| -2.47% | Feb 2018 | Mar 2018 | |||
| -2.43% | Sep 2020 | Sep 2020 | |||
| -2.22% | May 2012 | May 2012 | |||
Drawdown comparison chart since January 2009.
Golden Butterfly with Bitcoin Portfolio |
David Swensen Yale Endowment Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -39.02% | Jul 2011 | Nov 2011 | |||
| -23.09% | Dec 2013 | Dec 2013 | |||
| -18.86% | Jan 2009 | Feb 2009 | |||
| -13.19% | Feb 2020 | Mar 2020 | |||
| -12.32% | Jan 2022 | Apr 2022 | |||
| -10.30% | Jan 2009 | Feb 2009 | |||
| -8.65% | May 2011 | Sep 2011 | |||
| -8.53% | Jan 2022 | Apr 2022 | |||
| -8.51% | Sep 2018 | Dec 2018 | |||
| -7.91% | Feb 2020 | Mar 2020 | |||
| -7.23% | Mar 2015 | Sep 2015 | |||
| -7.04% | Sep 2018 | Dec 2018 | |||
| -6.77% | May 2010 | Jun 2010 | |||
| -5.66% | May 2013 | Aug 2013 | |||
| -4.89% | Aug 2016 | Nov 2016 | |||
| -4.32% | Feb 2018 | Feb 2018 | |||
| -3.99% | Sep 2020 | Oct 2020 | |||
| -3.85% | Sep 2021 | Sep 2021 | |||
| -3.62% | May 2012 | May 2012 | |||
| -3.59% | Sep 2014 | Sep 2014 | |||
Yearly Returns
Yearly return comparison. Common historical serie start from January 2009.
| Year | Golden Butterfly with Bitcoin Portfolio | David Swensen Yale Endowment Portfolio |
|---|---|---|
| 2022 |
-8.53% | -12.32% |
| 2021 |
+10.61% | +17.53% |
| 2020 |
+19.54% | +12.03% |
| 2019 |
+19.56% | +22.65% |
| 2018 |
-5.42% | -6.20% |
| 2017 |
+36.14% | +14.99% |
| 2016 |
+13.14% | +7.39% |
| 2015 |
-2.76% | -0.81% |
| 2014 |
+8.01% | +13.38% |
| 2013 |
+130.58% | +10.31% |
| 2012 |
+12.33% | +13.55% |
| 2011 |
+38.12% | +6.31% |
| 2010 |
+22.92% | +15.25% |
| 2009 |
+10.29% | +20.32% |