Pinwheel vs Tyler Golden Butterfly Portfolio Comparison

Last Update: 29 February 2024

The Pinwheel Portfolio obtained a 7.20% compound annual return, with a 10.50% 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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Pinwheel Portfolio Tyler Golden Butterfly Portfolio
Portfolio Risk High High
Asset Allocation Stocks 65% 40%
Fixed Income 25% 40%
Commodities 10% 20%
30 Years Stats Return +7.20% +7.56%
Std Dev 10.50% 7.73%
Max Drawdown -36.89% -17.79%
All time Stats
(Since Jan 1976)
Return +9.93% +9.70%
Std Dev 10.42% 8.42%
Max Drawdown -36.89% -17.79%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1976

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1M 6M 1Y 5Y 10Y 30Y MAX
Pinwheel Portfolio +2.07 +6.41 +10.05 +6.08 +5.40 +7.20 +9.93
Tyler Golden Butterfly Portfolio +1.11 +5.17 +7.94 +5.99 +5.42 +7.56 +9.70
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Pinwheel Portfolio: an investment of 1$, since March 1994, now would be worth 8.06$, with a total return of 706.15% (7.20% 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).

Pinwheel Portfolio: an investment of 1$, since January 1976, now would be worth 95.49$, with a total return of 9448.66% (9.93% annualized).

Tyler Golden Butterfly Portfolio: an investment of 1$, since January 1976, now would be worth 86.51$, with a total return of 8551.27% (9.70% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Pinwheel 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
-36.89% Nov 2007 Feb 2009 (16) Oct 2010 (36) 16.21
-19.49% Jan 2022 Sep 2022 (9) In progress (26) 9.81
-17.79% Jan 2022 Sep 2022 (9) In progress (26) 9.56
-14.99% Jan 2020 Mar 2020 (3) Aug 2020 (8) 6.84
-14.81% Mar 2008 Feb 2009 (12) Sep 2009 (19) 7.24
-14.05% May 1998 Aug 1998 (4) Apr 1999 (12) 6.04
-12.72% May 2011 Sep 2011 (5) Mar 2012 (11) 5.08
-11.06% Jun 2002 Sep 2002 (4) Jun 2003 (13) 7.41
-9.44% May 1998 Aug 1998 (4) Dec 1998 (8) 3.99
-8.88% Feb 2001 Sep 2001 (8) Mar 2002 (14) 4.60
-8.24% Feb 2018 Dec 2018 (11) Apr 2019 (15) 3.28
-7.70% Mar 2015 Jan 2016 (11) Jun 2016 (16) 3.99
-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
-5.90% Apr 2012 May 2012 (2) Sep 2012 (6) 2.52
-5.84% Sep 2000 Nov 2000 (3) Jan 2001 (5) 2.88
-5.84% Apr 2004 Apr 2004 (1) Sep 2004 (6) 3.31
-5.43% Sep 1994 Jan 1995 (5) May 1995 (9) 3.17

Drawdown comparison chart since January 1976.

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Pinwheel 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
-36.89% Nov 2007 Feb 2009 (16) Oct 2010 (36) 16.21
-19.49% Jan 2022 Sep 2022 (9) In progress (26) 9.81
-17.79% Jan 2022 Sep 2022 (9) In progress (26) 9.56
-14.99% Jan 2020 Mar 2020 (3) Aug 2020 (8) 6.84
-14.91% Sep 1987 Nov 1987 (3) Dec 1988 (16) 7.02
-14.81% Mar 2008 Feb 2009 (12) Sep 2009 (19) 7.24
-14.05% May 1998 Aug 1998 (4) Apr 1999 (12) 6.04
-13.73% Feb 1980 Mar 1980 (2) Jun 1980 (5) 6.54
-12.72% May 2011 Sep 2011 (5) Mar 2012 (11) 5.08
-12.51% Jan 1990 Sep 1990 (9) Feb 1991 (14) 6.33
-12.10% Dec 1980 Jul 1982 (20) Oct 1982 (23) 6.00
-11.81% Feb 1980 Mar 1980 (2) Jun 1980 (5) 6.04
-11.06% Jun 2002 Sep 2002 (4) Jun 2003 (13) 7.41
-10.93% Sep 1987 Nov 1987 (3) Jan 1989 (17) 5.04
-9.44% May 1998 Aug 1998 (4) Dec 1998 (8) 3.99
-9.09% Dec 1980 Sep 1981 (10) Nov 1981 (12) 4.19
-8.88% Feb 2001 Sep 2001 (8) Mar 2002 (14) 4.60
-8.24% Feb 2018 Dec 2018 (11) Apr 2019 (15) 3.28
-7.94% Jan 1990 Oct 1990 (10) Feb 1991 (14) 3.88
-7.77% Dec 1981 Mar 1982 (4) Aug 1982 (9) 4.70

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
+0.33%
-1.71%
-0.45%
-1.54%
2023
+13.21%
-8.07%
+11.98%
-8.07%
2022
-13.57%
-19.49%
-13.35%
-17.79%
2021
+13.53%
-3.10%
+9.35%
-2.45%
2020
+9.12%
-14.99%
+13.93%
-7.16%
2019
+19.31%
-3.16%
+18.03%
-1.83%
2018
-6.39%
-8.24%
-4.03%
-6.37%
2017
+14.08%
0.00%
+10.96%
-0.32%
2016
+8.63%
-2.93%
+10.82%
-3.36%
2015
-2.88%
-7.37%
-3.71%
-6.25%
2014
+6.12%
-3.95%
+9.13%
-3.27%
2013
+9.02%
-4.25%
+6.26%
-3.84%
2012
+12.60%
-5.90%
+8.84%
-2.43%
2011
-0.25%
-12.72%
+8.86%
-3.00%
2010
+16.08%
-7.26%
+16.54%
-2.77%
2009
+24.19%
-14.81%
+10.77%
-10.16%
2008
-22.51%
-27.78%
-4.18%
-13.53%
2007
+7.60%
-4.41%
+9.58%
-2.06%
2006
+19.78%
-3.25%
+12.44%
-2.71%
2005
+11.02%
-2.58%
+8.04%
-1.76%
2004
+15.19%
-5.84%
+9.88%
-4.36%
2003
+28.19%
-3.19%
+18.85%
-2.72%
2002
-2.13%
-11.06%
+3.15%
-6.86%
2001
-0.61%
-8.88%
+2.71%
-4.99%
2000
+1.80%
-5.84%
+6.88%
-3.64%
1999
+15.18%
-2.13%
+4.24%
-3.38%
1998
+3.43%
-14.05%
+8.03%
-9.44%
1997
+8.85%
-4.25%
+13.09%
-2.50%
1996
+13.00%
-2.47%
+8.18%
-2.60%
1995
+14.60%
-1.63%
+21.86%
-0.40%
1994
-2.32%
-6.30%
-1.98%
-4.64%
1993
+24.96%
-3.33%
+14.50%
-1.37%
1992
+4.01%
-2.90%
+9.15%
-1.58%
1991
+29.20%
-3.25%
+19.14%
-1.63%
1990
-7.14%
-12.51%
-2.51%
-7.94%
1989
+21.94%
-1.96%
+14.78%
-0.89%
1988
+14.95%
-2.14%
+9.18%
-1.64%
1987
+2.63%
-14.91%
+5.10%
-10.93%
1986
+21.90%
-2.21%
+17.75%
-2.42%
1985
+27.17%
-1.91%
+25.09%
-1.93%
1984
+8.12%
-3.20%
+3.75%
-4.68%
1983
+17.25%
-1.79%
+11.13%
-2.46%
1982
+13.76%
-9.40%
+28.31%
-5.34%
1981
-0.90%
-8.40%
-1.23%
-8.50%
1980
+18.33%
-11.81%
+15.59%
-13.73%
1979
+29.93%
-6.94%
+38.92%
-6.53%
1978
+15.63%
-5.44%
+13.30%
-7.41%
1977
+10.76%
-0.79%
+7.87%
-1.53%
1976
+19.79%
-2.33%
+20.55%
-2.29%