Ray Dalio All Weather Portfolio with Bitcoin: Rolling Returns

Data Source: from January 2009 to February 2024 (~15 years)
Consolidated Returns as of 29 February 2024

Holding the Ray Dalio All Weather Portfolio with Bitcoin, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~15 years), the longest period with a negative return lasted 43 months (from December 2013 to June 2017).

This means that every rolling period of 44 months or above has always granted a positive return.

To obtain comprehensive information, please consult the Ray Dalio All Weather Portfolio with Bitcoin: ETF allocation and returns page.

Rolling Returns

A rolling return is a measure of investment performance that calculates the return of an investment over a set period of time, with the starting date rolling forward. This approach can provide a more accurate representation of the investment's historical performance and helps investors to evaluate the investment's consistency over time.

RAY DALIO ALL WEATHER PORTFOLIO WITH BITCOIN
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 March 2014 - 29 February 2024 (10 Years)
Data Source: 1 January 2009 - 29 February 2024 (~15 years)
Inflation Adjusted:
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -21.40 11/2021
10/2022
0.78$ -3.05 0.96$ 9.25 1.09$ 19.01 1.19$ 36.80 01/2017
12/2017
1.36$ 10.84 20.18%
2Y -10.62 11/2021
10/2023
0.79$ -3.03 0.94$ 11.64 1.24$ 16.51 1.35$ 21.95 01/2016
12/2017
1.48$ -2.58 19.59%
3Y -1.50 11/2020
10/2023
0.95$ 1.92 1.05$ 12.19 1.41$ 15.59 1.54$ 17.74 08/2017
07/2020
1.63$ 0.39 7.06%
4Y 1.52 11/2019
10/2023
1.06$ 5.04 1.21$ 10.86 1.51$ 14.90 1.74$ 17.50 01/2017
12/2020
1.90$ 3.96 0.00%
5Y 4.03 01/2018
12/2022
1.21$ 5.96 1.33$ 11.02 1.68$ 14.49 1.96$ 16.01 12/2016
11/2021
2.10$ 6.81 0.00%
6Y 5.37 02/2018
01/2024
1.36$ 7.38 1.53$ 11.10 1.88$ 13.50 2.13$ 14.56 01/2016
12/2021
2.26$ 6.06 0.00%
7Y 7.24 10/2016
09/2023
1.63$ 8.35 1.75$ 9.76 1.91$ 11.95 2.20$ 12.43 11/2014
10/2021
2.27$ 9.00 0.00%
8Y 7.42 01/2015
12/2022
1.77$ 7.53 1.78$ 8.51 1.92$ 9.36 2.04$ 10.96 03/2014
02/2022
2.29$ 9.05 0.00%
9Y 6.84 11/2014
10/2023
1.81$ 7.24 1.87$ 7.81 1.96$ 8.15 2.02$ 8.33 04/2014
03/2023
2.05$ 7.89 0.00%
10Y 8.11 03/2014
02/2024
2.18$ 8.11 2.18$ 8.11 2.18$ 8.11 2.18$ 8.11 03/2014
02/2024
2.18$ 8.11 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -27.06 11/2021
10/2022
0.72$ -5.58 0.94$ 6.57 1.06$ 16.34 1.16$ 33.94 01/2017
12/2017
1.33$ 7.91 26.61%
2Y -15.26 11/2021
10/2023
0.71$ -9.12 0.82$ 8.30 1.17$ 14.05 1.30$ 19.45 01/2016
12/2017
1.42$ -6.62 23.71%
3Y -6.83 11/2020
10/2023
0.80$ -3.17 0.90$ 10.01 1.33$ 12.67 1.43$ 15.54 08/2017
07/2020
1.54$ -4.86 22.35%
4Y -2.92 11/2019
10/2023
0.88$ 0.61 1.02$ 9.00 1.41$ 12.52 1.60$ 15.26 01/2017
12/2020
1.76$ -0.56 8.22%
5Y 0.20 01/2018
12/2022
1.01$ 1.98 1.10$ 9.01 1.53$ 12.14 1.77$ 13.46 01/2016
12/2020
1.88$ 2.61 0.00%
6Y 1.60 02/2018
01/2024
1.09$ 3.48 1.22$ 9.20 1.69$ 10.65 1.83$ 11.84 09/2015
08/2021
1.95$ 2.31 0.00%
7Y 3.59 10/2016
09/2023
1.28$ 4.89 1.39$ 6.33 1.53$ 9.71 1.91$ 10.14 08/2014
07/2021
1.96$ 5.35 0.00%
8Y 4.06 11/2015
10/2023
1.37$ 4.51 1.42$ 5.35 1.51$ 6.31 1.63$ 8.37 03/2014
02/2022
1.90$ 5.49 0.00%
9Y 3.82 11/2014
10/2023
1.40$ 4.22 1.45$ 4.86 1.53$ 5.20 1.57$ 5.41 04/2014
03/2023
1.60$ 4.65 0.00%
10Y 5.19 03/2014
02/2024
1.65$ 5.19 1.65$ 5.19 1.65$ 5.19 1.65$ 5.19 03/2014
02/2024
1.65$ 5.19 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -26.84 07/2011
06/2012
0.73$ -0.46 0.99$ 13.07 1.13$ 34.72 1.34$ 193.77 12/2012
11/2013
2.93$ 10.84 15.79%
2Y -10.62 11/2021
10/2023
0.79$ 1.45 1.02$ 15.28 1.32$ 44.22 2.08$ 89.19 12/2011
11/2013
3.57$ -2.58 13.84%
3Y -3.52 12/2013
11/2016
0.89$ 5.73 1.18$ 15.55 1.54$ 35.08 2.46$ 69.75 12/2010
11/2013
4.89$ 0.39 4.76%
4Y 1.52 11/2019
10/2023
1.06$ 6.89 1.30$ 15.71 1.79$ 30.54 2.90$ 53.42 12/2009
11/2013
5.53$ 3.96 0.00%
5Y 3.70 12/2013
11/2018
1.19$ 7.29 1.42$ 15.69 2.07$ 35.05 4.49$ 38.99 03/2009
02/2014
5.18$ 6.81 0.00%
6Y 5.37 02/2018
01/2024
1.36$ 9.30 1.70$ 20.65 3.08$ 29.83 4.78$ 33.69 03/2009
02/2015
5.70$ 6.06 0.00%
7Y 7.24 10/2016
09/2023
1.63$ 9.14 1.84$ 21.53 3.91$ 26.98 5.32$ 28.88 01/2011
12/2017
5.90$ 9.00 0.00%
8Y 7.42 01/2015
12/2022
1.77$ 8.36 1.90$ 21.40 4.71$ 25.58 6.18$ 27.71 02/2010
01/2018
7.07$ 9.05 0.00%
9Y 5.10 12/2013
11/2022
1.56$ 7.95 1.99$ 20.89 5.51$ 24.55 7.21$ 25.89 03/2009
02/2018
7.94$ 7.89 0.00%
10Y 4.98 12/2013
11/2023
1.62$ 15.03 4.05$ 19.99 6.18$ 23.46 8.22$ 24.06 08/2010
07/2020
8.63$ 8.11 0.00%
11Y 12.41 07/2011
06/2022
3.62$ 15.51 4.88$ 21.15 8.25$ 22.79 9.56$ 23.09 01/2010
12/2020
9.82$ 15.60 0.00%
12Y 11.58 07/2011
06/2023
3.72$ 15.07 5.39$ 19.63 8.59$ 21.92 10.78$ 22.28 03/2009
02/2021
11.17$ 15.24 0.00%
13Y 16.61 11/2010
10/2023
7.37$ 17.29 7.95$ 18.17 8.75$ 19.91 10.59$ 21.00 03/2009
02/2022
11.91$ 17.08 0.00%
14Y 16.74 11/2009
10/2023
8.73$ 16.79 8.78$ 17.62 9.70$ 18.05 10.20$ 18.10 05/2009
04/2023
10.27$ 17.60 0.00%
15Y 16.53 01/2009
12/2023
9.92$ 16.53 9.92$ 17.12 10.70$ 17.55 11.30$ 17.55 03/2009
02/2024
11.30$ 17.55 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
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Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -28.03 07/2011
06/2012
0.71$ -2.22 0.97$ 10.85 1.10$ 32.10 1.32$ 190.19 12/2012
11/2013
2.90$ 7.91 20.47%
2Y -15.26 11/2021
10/2023
0.71$ -4.34 0.91$ 12.54 1.26$ 42.04 2.01$ 86.36 12/2011
11/2013
3.47$ -6.62 16.35%
3Y -6.83 11/2020
10/2023
0.80$ 1.38 1.04$ 12.66 1.42$ 33.89 2.39$ 66.17 12/2010
11/2013
4.58$ -4.86 13.61%
4Y -2.92 11/2019
10/2023
0.88$ 2.54 1.10$ 12.98 1.62$ 28.92 2.76$ 50.58 12/2009
11/2013
5.14$ -0.56 4.44%
5Y 0.20 01/2018
12/2022
1.01$ 3.32 1.17$ 12.77 1.82$ 32.65 4.10$ 36.18 03/2009
02/2014
4.68$ 2.61 0.00%
6Y 1.60 02/2018
01/2024
1.09$ 5.57 1.38$ 18.97 2.83$ 27.89 4.37$ 31.45 03/2009
02/2015
5.15$ 2.31 0.00%
7Y 3.59 10/2016
09/2023
1.28$ 5.51 1.45$ 19.75 3.53$ 24.89 4.73$ 26.74 01/2011
12/2017
5.25$ 5.35 0.00%
8Y 4.06 11/2015
10/2023
1.37$ 5.35 1.51$ 19.41 4.13$ 23.45 5.39$ 25.58 01/2010
12/2017
6.18$ 5.49 0.00%
9Y 2.30 12/2013
11/2022
1.22$ 5.02 1.55$ 18.75 4.69$ 22.37 6.15$ 23.68 03/2009
02/2018
6.77$ 4.65 0.00%
10Y 2.14 12/2013
11/2023
1.23$ 11.96 3.09$ 17.48 5.00$ 21.35 6.92$ 21.95 08/2010
07/2020
7.27$ 5.19 0.00%
11Y 9.67 07/2011
06/2022
2.75$ 12.64 3.70$ 18.92 6.72$ 20.62 7.86$ 21.01 01/2010
12/2020
8.15$ 12.64 0.00%
12Y 8.81 07/2011
06/2023
2.75$ 12.19 3.97$ 16.62 6.32$ 19.63 8.59$ 20.12 03/2009
02/2021
9.01$ 12.35 0.00%
13Y 13.61 11/2010
10/2023
5.25$ 14.28 5.67$ 15.22 6.30$ 17.12 7.80$ 18.32 03/2009
02/2022
8.90$ 14.12 0.00%
14Y 13.85 11/2009
10/2023
6.14$ 13.88 6.16$ 14.71 6.83$ 15.13 7.18$ 15.15 05/2009
04/2023
7.20$ 14.66 0.00%
15Y 13.63 01/2009
12/2023
6.79$ 13.63 6.79$ 14.20 7.32$ 14.64 7.76$ 14.64 03/2009
02/2024
7.76$ 14.64 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +13.07% +193.77%
Dec 2012 - Nov 2013
-26.84%
Jul 2011 - Jun 2012
15.79%
27 out of 171
US Inflation Adjusted +10.85% +190.19%
Dec 2012 - Nov 2013
-28.03%
Jul 2011 - Jun 2012
20.47%
35 out of 171
1 Year Annualized Rolling Returns
Timeframes ending in every month
1 Year Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 2 Years (24 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +15.28% +89.19%
Dec 2011 - Nov 2013
-10.62%
Nov 2021 - Oct 2023
13.84%
22 out of 159
US Inflation Adjusted +12.54% +86.36%
Dec 2011 - Nov 2013
-15.26%
Nov 2021 - Oct 2023
16.35%
26 out of 159
2 Years Annualized Rolling Returns
Timeframes ending in every month
2 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 3 Years (36 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +15.55% +69.75%
Dec 2010 - Nov 2013
-3.52%
Dec 2013 - Nov 2016
4.76%
7 out of 147
US Inflation Adjusted +12.66% +66.17%
Dec 2010 - Nov 2013
-6.83%
Nov 2020 - Oct 2023
13.61%
20 out of 147
3 Years Annualized Rolling Returns
Timeframes ending in every month
3 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 4 Years (48 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +15.71% +53.42%
Dec 2009 - Nov 2013
+1.52%
Nov 2019 - Oct 2023
0.00%
0 out of 135
US Inflation Adjusted +12.98% +50.58%
Dec 2009 - Nov 2013
-2.92%
Nov 2019 - Oct 2023
4.44%
6 out of 135
4 Years Annualized Rolling Returns
Timeframes ending in every month
4 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 5 Years (60 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +15.69% +38.99%
Mar 2009 - Feb 2014
+3.70%
Dec 2013 - Nov 2018
0.00%
0 out of 123
US Inflation Adjusted +12.77% +36.18%
Mar 2009 - Feb 2014
+0.20%
Jan 2018 - Dec 2022
0.00%
0 out of 123
5 Years Annualized Rolling Returns
Timeframes ending in every month
5 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 6 Years (72 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +20.65% +33.69%
Mar 2009 - Feb 2015
+5.37%
Feb 2018 - Jan 2024
0.00%
0 out of 111
US Inflation Adjusted +18.97% +31.45%
Mar 2009 - Feb 2015
+1.60%
Feb 2018 - Jan 2024
0.00%
0 out of 111
6 Years Annualized Rolling Returns
Timeframes ending in every month
6 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 7 Years (84 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +21.53% +28.88%
Jan 2011 - Dec 2017
+7.24%
Oct 2016 - Sep 2023
0.00%
0 out of 99
US Inflation Adjusted +19.75% +26.74%
Jan 2011 - Dec 2017
+3.59%
Oct 2016 - Sep 2023
0.00%
0 out of 99
7 Years Annualized Rolling Returns
Timeframes ending in every month
7 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 8 Years (96 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +21.40% +27.71%
Feb 2010 - Jan 2018
+7.42%
Jan 2015 - Dec 2022
0.00%
0 out of 87
US Inflation Adjusted +19.41% +25.58%
Jan 2010 - Dec 2017
+4.06%
Nov 2015 - Oct 2023
0.00%
0 out of 87
8 Years Annualized Rolling Returns
Timeframes ending in every month
8 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 9 Years (108 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +20.89% +25.89%
Mar 2009 - Feb 2018
+5.10%
Dec 2013 - Nov 2022
0.00%
0 out of 75
US Inflation Adjusted +18.75% +23.68%
Mar 2009 - Feb 2018
+2.30%
Dec 2013 - Nov 2022
0.00%
0 out of 75
9 Years Annualized Rolling Returns
Timeframes ending in every month
9 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 10 Years (120 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +19.99% +24.06%
Aug 2010 - Jul 2020
+4.98%
Dec 2013 - Nov 2023
0.00%
0 out of 63
US Inflation Adjusted +17.48% +21.95%
Aug 2010 - Jul 2020
+2.14%
Dec 2013 - Nov 2023
0.00%
0 out of 63
10 Years Annualized Rolling Returns
Timeframes ending in every month
10 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 11 Years (132 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +21.15% +23.09%
Jan 2010 - Dec 2020
+12.41%
Jul 2011 - Jun 2022
0.00%
0 out of 51
US Inflation Adjusted +18.92% +21.01%
Jan 2010 - Dec 2020
+9.67%
Jul 2011 - Jun 2022
0.00%
0 out of 51
11 Years Annualized Rolling Returns
Timeframes ending in every month
11 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 12 Years (144 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +19.63% +22.28%
Mar 2009 - Feb 2021
+11.58%
Jul 2011 - Jun 2023
0.00%
0 out of 39
US Inflation Adjusted +16.62% +20.12%
Mar 2009 - Feb 2021
+8.81%
Jul 2011 - Jun 2023
0.00%
0 out of 39
12 Years Annualized Rolling Returns
Timeframes ending in every month
12 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 13 Years (156 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +18.17% +21.00%
Mar 2009 - Feb 2022
+16.61%
Nov 2010 - Oct 2023
0.00%
0 out of 27
US Inflation Adjusted +15.22% +18.32%
Mar 2009 - Feb 2022
+13.61%
Nov 2010 - Oct 2023
0.00%
0 out of 27
13 Years Annualized Rolling Returns
Timeframes ending in every month
13 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 14 Years (168 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +17.62% +18.10%
May 2009 - Apr 2023
+16.74%
Nov 2009 - Oct 2023
0.00%
0 out of 15
US Inflation Adjusted +14.71% +15.15%
May 2009 - Apr 2023
+13.85%
Nov 2009 - Oct 2023
0.00%
0 out of 15
14 Years Annualized Rolling Returns
Timeframes ending in every month
14 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 15 Years (180 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +17.12% +17.55%
Mar 2009 - Feb 2024
+16.53%
Jan 2009 - Dec 2023
0.00%
0 out of 3
US Inflation Adjusted +14.20% +14.64%
Mar 2009 - Feb 2024
+13.63%
Jan 2009 - Dec 2023
0.00%
0 out of 3
15 Years Annualized Rolling Returns
Timeframes ending in every month
15 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

To obtain comprehensive information, please consult the Ray Dalio All Weather Portfolio with Bitcoin: ETF allocation and returns page.