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

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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

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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
(*) Returns over 1 year are annualized

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.

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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.

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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.

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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%
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