Bill Bernstein Coward's vs Tyler Golden Butterfly Portfolio Comparison

Last Update: 29 February 2024

The Bill Bernstein Coward's Portfolio obtained a 6.99% compound annual return, with a 9.11% 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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Bill Bernstein Coward's Portfolio Tyler Golden Butterfly Portfolio
Portfolio Risk High High
Asset Allocation Stocks 60% 40%
Fixed Income 40% 40%
Commodities 0% 20%
30 Years Stats Return +6.99% +7.56%
Std Dev 9.11% 7.73%
Max Drawdown -32.68% -17.79%
All time Stats
(Since Jan 1976)
Return +9.68% +9.70%
Std Dev 9.27% 8.42%
Max Drawdown -32.68% -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
Bill Bernstein Coward's Portfolio +1.97 +6.40 +10.08 +5.97 +5.61 +6.99 +9.68
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

Bill Bernstein Coward's Portfolio: an investment of 1$, since March 1994, now would be worth 7.58$, with a total return of 658.11% (6.99% 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).

Bill Bernstein Coward's Portfolio: an investment of 1$, since January 1976, now would be worth 85.75$, with a total return of 8474.64% (9.68% 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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Bill Bernstein Coward's 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
-32.68% Nov 2007 Feb 2009 (16) Dec 2010 (38) 14.09
-17.79% Jan 2022 Sep 2022 (9) In progress (26) 9.56
-15.87% Jan 2022 Sep 2022 (9) Feb 2024 (26) 7.63
-14.81% Mar 2008 Feb 2009 (12) Sep 2009 (19) 7.24
-14.45% Jan 2020 Mar 2020 (3) Nov 2020 (11) 6.29
-12.22% May 2011 Sep 2011 (5) Mar 2012 (11) 5.29
-12.10% Feb 2001 Sep 2002 (20) Jul 2003 (30) 6.41
-11.37% May 1998 Aug 1998 (4) Dec 1998 (8) 5.07
-9.44% May 1998 Aug 1998 (4) Dec 1998 (8) 3.99
-8.41% Sep 2018 Dec 2018 (4) Apr 2019 (8) 3.73
-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
-6.36% Jun 2015 Feb 2016 (9) Jun 2016 (13) 3.44
-6.25% Feb 2015 Sep 2015 (8) Mar 2016 (14) 3.60
-5.08% Apr 2012 May 2012 (2) Sep 2012 (6) 2.24
-4.99% Feb 2001 Mar 2001 (2) Dec 2001 (11) 2.05
-4.74% Sep 2000 Nov 2000 (3) Jan 2001 (5) 2.17
-4.36% Apr 2004 Apr 2004 (1) Sep 2004 (6) 2.66
-3.85% May 2019 May 2019 (1) Jun 2019 (2) 2.22

Drawdown comparison chart since January 1976.

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Bill Bernstein Coward's 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
-32.68% Nov 2007 Feb 2009 (16) Dec 2010 (38) 14.09
-17.79% Jan 2022 Sep 2022 (9) In progress (26) 9.56
-16.51% Sep 1987 Nov 1987 (3) Jan 1989 (17) 7.56
-15.87% Jan 2022 Sep 2022 (9) Feb 2024 (26) 7.63
-14.81% Mar 2008 Feb 2009 (12) Sep 2009 (19) 7.24
-14.45% Jan 2020 Mar 2020 (3) Nov 2020 (11) 6.29
-13.73% Feb 1980 Mar 1980 (2) Jun 1980 (5) 6.54
-12.22% May 2011 Sep 2011 (5) Mar 2012 (11) 5.29
-12.10% Feb 2001 Sep 2002 (20) Jul 2003 (30) 6.41
-11.37% May 1998 Aug 1998 (4) Dec 1998 (8) 5.07
-10.93% Sep 1987 Nov 1987 (3) Jan 1989 (17) 5.04
-10.13% Aug 1990 Sep 1990 (2) Feb 1991 (7) 5.84
-9.44% May 1998 Aug 1998 (4) Dec 1998 (8) 3.99
-9.09% Dec 1980 Sep 1981 (10) Nov 1981 (12) 4.19
-8.70% Feb 1980 Mar 1980 (2) May 1980 (4) 4.23
-8.41% Sep 2018 Dec 2018 (4) Apr 2019 (8) 3.73
-7.94% Jan 1990 Oct 1990 (10) Feb 1991 (14) 3.88
-7.77% Dec 1981 Mar 1982 (4) Aug 1982 (9) 4.70
-7.41% Oct 1978 Nov 1978 (2) Jan 1979 (4) 4.12
-7.17% Oct 1978 Oct 1978 (1) Jan 1979 (4) 4.19

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
+1.11%
-0.85%
-0.45%
-1.54%
2023
+11.70%
-6.85%
+11.98%
-8.07%
2022
-10.59%
-15.87%
-13.35%
-17.79%
2021
+13.60%
-2.35%
+9.35%
-2.45%
2020
+7.17%
-14.45%
+13.93%
-7.16%
2019
+16.66%
-3.85%
+18.03%
-1.83%
2018
-4.86%
-8.41%
-4.03%
-6.37%
2017
+11.81%
-0.17%
+10.96%
-0.32%
2016
+9.49%
-3.00%
+10.82%
-3.36%
2015
-1.25%
-6.03%
-3.71%
-6.25%
2014
+5.28%
-2.42%
+9.13%
-3.27%
2013
+16.34%
-2.03%
+6.26%
-3.84%
2012
+10.41%
-5.08%
+8.84%
-2.43%
2011
-1.01%
-12.22%
+8.86%
-3.00%
2010
+11.88%
-7.73%
+16.54%
-2.77%
2009
+17.30%
-13.54%
+10.77%
-10.16%
2008
-19.19%
-21.50%
-4.18%
-13.53%
2007
+5.00%
-3.66%
+9.58%
-2.06%
2006
+14.37%
-2.55%
+12.44%
-2.71%
2005
+7.03%
-2.57%
+8.04%
-1.76%
2004
+11.54%
-3.15%
+9.88%
-4.36%
2003
+22.81%
-2.92%
+18.85%
-2.72%
2002
-5.87%
-11.66%
+3.15%
-6.86%
2001
-0.24%
-9.23%
+2.71%
-4.99%
2000
+3.08%
-4.74%
+6.88%
-3.64%
1999
+13.21%
-2.57%
+4.24%
-3.38%
1998
+8.14%
-11.37%
+8.03%
-9.44%
1997
+15.36%
-2.99%
+13.09%
-2.50%
1996
+13.57%
-2.72%
+8.18%
-2.60%
1995
+20.52%
-1.13%
+21.86%
-0.40%
1994
-0.79%
-5.43%
-1.98%
-4.64%
1993
+18.11%
-2.29%
+14.50%
-1.37%
1992
+8.20%
-1.49%
+9.15%
-1.58%
1991
+26.60%
-3.17%
+19.14%
-1.63%
1990
-2.79%
-10.13%
-2.51%
-7.94%
1989
+22.00%
-1.82%
+14.78%
-0.89%
1988
+15.53%
-1.90%
+9.18%
-1.64%
1987
+2.17%
-16.51%
+5.10%
-10.93%
1986
+18.48%
-3.70%
+17.75%
-2.42%
1985
+27.16%
-1.60%
+25.09%
-1.93%
1984
+10.60%
-3.73%
+3.75%
-4.68%
1983
+19.35%
-1.56%
+11.13%
-2.46%
1982
+19.01%
-3.70%
+28.31%
-5.34%
1981
+5.61%
-6.47%
-1.23%
-8.50%
1980
+19.78%
-8.70%
+15.59%
-13.73%
1979
+17.26%
-6.40%
+38.92%
-6.53%
1978
+10.37%
-7.17%
+13.30%
-7.41%
1977
+5.22%
-2.06%
+7.87%
-1.53%
1976
+21.33%
-2.37%
+20.55%
-2.29%