Golden Butterfly with Bitcoin vs Jane Bryant Quinn Portfolio Comparison

Last Update: 29 February 2024

The Golden Butterfly with Bitcoin Portfolio obtained a 8.72% compound annual return, with a 9.54% standard deviation, in the last 10 Years.

The Jane Bryant Quinn Portfolio obtained a 6.97% compound annual return, with a 11.16% standard deviation, in the last 10 Years.

Summary

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Golden Butterfly with Bitcoin Portfolio Jane Bryant Quinn Portfolio
Portfolio Risk High High
Asset Allocation Stocks 40% 70%
Fixed Income 40% 30%
Commodities 20% 0%
10 Years Stats Return +8.72% +6.97%
Std Dev 9.54% 11.16%
Max Drawdown -18.74% -22.74%
All time Stats
(Since Jan 2009)
Return +17.51% +9.05%
Std Dev 34.83% 11.62%
Max Drawdown -39.02% -22.74%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 2009

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1M 6M 1Y 5Y 10Y MAX
Golden Butterfly with Bitcoin Portfolio +1.96 +7.74 +10.77 +7.95 +8.72 +17.51
Jane Bryant Quinn Portfolio +2.50 +8.49 +15.36 +7.83 +6.97 +9.05
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Golden Butterfly with Bitcoin Portfolio: an investment of 1$, since March 2014, now would be worth 2.31$, with a total return of 130.71% (8.72% annualized).

Jane Bryant Quinn Portfolio: an investment of 1$, since March 2014, now would be worth 1.96$, with a total return of 96.08% (6.97% annualized).

Golden Butterfly with Bitcoin Portfolio: an investment of 1$, since January 2009, now would be worth 11.55$, with a total return of 1054.99% (17.51% annualized).

Jane Bryant Quinn Portfolio: an investment of 1$, since January 2009, now would be worth 3.72$, with a total return of 272.14% (9.05% annualized).

Drawdowns

Drawdown comparison chart since March 2014.

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Golden Butterfly with Bitcoin Portfolio
Jane Bryant Quinn Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-22.74% Jan 2022 Sep 2022 (9) In progress (26) 12.20
-18.74% Jan 2022 Sep 2022 (9) In progress (26) 10.00
-15.08% Feb 2020 Mar 2020 (2) Jul 2020 (6) 7.15
-9.19% Sep 2018 Dec 2018 (4) Mar 2019 (7) 4.28
-7.91% Feb 2020 Mar 2020 (2) Jun 2020 (5) 3.44
-7.04% Sep 2018 Dec 2018 (4) Apr 2019 (8) 3.53
-6.67% Jun 2015 Feb 2016 (9) Jun 2016 (13) 3.55
-5.94% Feb 2015 Sep 2015 (8) Mar 2016 (14) 2.96
-3.97% Sep 2020 Oct 2020 (2) Nov 2020 (3) 2.25
-3.90% Feb 2018 Mar 2018 (2) Aug 2018 (7) 2.50
-3.49% Sep 2014 Sep 2014 (1) Dec 2014 (4) 1.72
-3.45% Sep 2021 Sep 2021 (1) Oct 2021 (2) 1.99
-3.25% May 2019 May 2019 (1) Jun 2019 (2) 1.88
-2.99% Aug 2016 Oct 2016 (3) Jan 2017 (6) 1.61
-2.69% Sep 2014 Sep 2014 (1) Nov 2014 (3) 1.36
-2.56% Sep 2021 Sep 2021 (1) Oct 2021 (2) 1.48
-2.47% Feb 2018 Mar 2018 (2) Aug 2018 (7) 1.53
-2.43% Sep 2020 Sep 2020 (1) Nov 2020 (3) 1.70
-2.24% Aug 2016 Oct 2016 (3) Dec 2016 (5) 1.14
-2.03% Jul 2014 Jul 2014 (1) Aug 2014 (2) 1.17

Drawdown comparison chart since January 2009.

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Golden Butterfly with Bitcoin Portfolio
Jane Bryant Quinn 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
-22.74% Jan 2022 Sep 2022 (9) In progress (26) 12.20
-18.74% Jan 2022 Sep 2022 (9) In progress (26) 10.00
-15.83% Jan 2009 Feb 2009 (2) May 2009 (5) 8.58
-15.08% Feb 2020 Mar 2020 (2) Jul 2020 (6) 7.15
-12.25% May 2011 Sep 2011 (5) Feb 2012 (10) 5.28
-10.30% Jan 2009 Feb 2009 (2) Jul 2009 (7) 5.35
-9.19% Sep 2018 Dec 2018 (4) Mar 2019 (7) 4.28
-8.39% May 2010 Jun 2010 (2) Sep 2010 (5) 4.77
-7.91% Feb 2020 Mar 2020 (2) Jun 2020 (5) 3.44
-7.04% Sep 2018 Dec 2018 (4) Apr 2019 (8) 3.53
-6.67% Jun 2015 Feb 2016 (9) Jun 2016 (13) 3.55
-5.01% Apr 2012 May 2012 (2) Aug 2012 (5) 2.18
-3.97% Sep 2020 Oct 2020 (2) Nov 2020 (3) 2.25
-3.90% Feb 2018 Mar 2018 (2) Aug 2018 (7) 2.50
-3.45% Sep 2021 Sep 2021 (1) Oct 2021 (2) 1.99
-3.25% May 2019 May 2019 (1) Jun 2019 (2) 1.88
-2.95% May 2013 Jun 2013 (2) Jul 2013 (3) 1.55
-2.89% May 2010 Jun 2010 (2) Sep 2010 (5) 1.60

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
+0.43%
-1.50%
+2.22%
-0.28%
2023
+14.80%
-7.42%
+16.60%
-8.52%
2022
-14.60%
-18.74%
-17.43%
-22.74%
2021
+10.61%
-2.56%
+16.85%
-3.45%
2020
+19.54%
-7.91%
+12.52%
-15.08%
2019
+19.56%
-0.45%
+22.28%
-3.25%
2018
-5.42%
-7.04%
-5.80%
-9.19%
2017
+36.14%
-0.60%
+15.26%
0.00%
2016
+13.14%
-2.99%
+7.50%
-3.67%
2015
-2.76%
-5.94%
+0.25%
-6.54%
2014
+8.01%
-3.49%
+8.38%
-2.69%
2013
+130.58%
-23.09%
+16.71%
-2.95%
2012
+12.33%
-2.22%
+13.33%
-5.01%
2011
+38.12%
-39.02%
+1.70%
-12.25%
2010
+22.92%
-2.89%
+13.33%
-8.39%
2009
+10.29%
-10.30%
+21.68%
-15.83%