Bill Schultheis Coffeehouse vs Tyler Golden Butterfly Portfolio Comparison

Last Update: 29 February 2024

The Bill Schultheis Coffeehouse Portfolio obtained a 7.50% compound annual return, with a 9.72% 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 Schultheis Coffeehouse 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 +7.50% +7.56%
Std Dev 9.72% 7.73%
Max Drawdown -33.93% -17.79%
All time Stats
(Since Jan 1970)
Return +9.62% +9.90%
Std Dev 9.99% 8.60%
Max Drawdown -33.93% -17.79%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1970

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1M 6M 1Y 5Y 10Y 30Y MAX
Bill Schultheis Coffeehouse Portfolio +1.38 +6.04 +8.27 +5.44 +5.70 +7.50 +9.62
Tyler Golden Butterfly Portfolio +1.11 +5.17 +7.94 +5.99 +5.42 +7.56 +9.90
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Bill Schultheis Coffeehouse Portfolio: an investment of 1$, since March 1994, now would be worth 8.76$, with a total return of 776.15% (7.50% 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 Schultheis Coffeehouse Portfolio: an investment of 1$, since January 1970, now would be worth 144.82$, with a total return of 14381.85% (9.62% annualized).

Tyler Golden Butterfly Portfolio: an investment of 1$, since January 1970, now would be worth 166.07$, with a total return of 16506.73% (9.90% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Bill Schultheis Coffeehouse 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
-33.93% Nov 2007 Feb 2009 (16) Oct 2010 (36) 14.65
-19.65% Jan 2022 Sep 2022 (9) In progress (26) 10.92
-17.79% Jan 2022 Sep 2022 (9) In progress (26) 9.56
-15.36% Jan 2020 Mar 2020 (3) Nov 2020 (11) 6.30
-14.81% Mar 2008 Feb 2009 (12) Sep 2009 (19) 7.24
-11.30% May 2002 Sep 2002 (5) Jun 2003 (14) 7.44
-10.79% May 1998 Aug 1998 (4) Dec 1998 (8) 4.86
-10.66% May 2011 Sep 2011 (5) Jan 2012 (9) 4.54
-9.44% May 1998 Aug 1998 (4) Dec 1998 (8) 3.99
-9.00% Sep 2018 Dec 2018 (4) Apr 2019 (8) 4.08
-7.16% Feb 2020 Mar 2020 (2) Jun 2020 (5) 3.10
-6.90% Feb 2001 Sep 2001 (8) Mar 2002 (14) 2.98
-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
-5.61% Apr 2015 Sep 2015 (6) Apr 2016 (13) 3.06
-4.99% Feb 2001 Mar 2001 (2) Dec 2001 (11) 2.05
-4.47% Mar 1994 Nov 1994 (9) Mar 1995 (13) 2.58
-4.36% Apr 2004 Apr 2004 (1) Sep 2004 (6) 2.66
-4.24% Jun 2007 Jul 2007 (2) Oct 2007 (5) 2.17

Drawdown comparison chart since January 1970.

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Bill Schultheis Coffeehouse 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
-33.93% Nov 2007 Feb 2009 (16) Oct 2010 (36) 14.65
-23.45% Dec 1972 Sep 1974 (22) Jun 1975 (31) 11.16
-19.65% Jan 2022 Sep 2022 (9) In progress (26) 10.92
-17.79% Jan 2022 Sep 2022 (9) In progress (26) 9.56
-15.68% Sep 1987 Nov 1987 (3) Oct 1988 (14) 7.31
-15.36% Jan 2020 Mar 2020 (3) Nov 2020 (11) 6.30
-14.87% Apr 1974 Sep 1974 (6) Jan 1975 (10) 8.03
-14.81% Mar 2008 Feb 2009 (12) Sep 2009 (19) 7.24
-13.73% Feb 1980 Mar 1980 (2) Jun 1980 (5) 6.54
-12.39% Mar 1970 Jun 1970 (4) Nov 1970 (9) 6.65
-11.30% May 2002 Sep 2002 (5) Jun 2003 (14) 7.44
-10.93% Sep 1987 Nov 1987 (3) Jan 1989 (17) 5.04
-10.79% May 1998 Aug 1998 (4) Dec 1998 (8) 4.86
-10.73% Jan 1990 Sep 1990 (9) Feb 1991 (14) 5.41
-10.66% May 2011 Sep 2011 (5) Jan 2012 (9) 4.54
-10.32% Feb 1980 Mar 1980 (2) May 1980 (4) 5.16
-9.44% May 1998 Aug 1998 (4) Dec 1998 (8) 3.99
-9.09% Dec 1980 Sep 1981 (10) Nov 1981 (12) 4.19
-9.00% Sep 2018 Dec 2018 (4) Apr 2019 (8) 4.08
-8.68% Jul 1975 Sep 1975 (3) Jan 1976 (7) 4.40

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
-0.05%
-1.41%
-0.45%
-1.54%
2023
+11.65%
-9.20%
+11.98%
-8.07%
2022
-14.38%
-19.65%
-13.35%
-17.79%
2021
+15.24%
-2.68%
+9.35%
-2.45%
2020
+7.45%
-15.36%
+13.93%
-7.16%
2019
+18.99%
-3.17%
+18.03%
-1.83%
2018
-5.19%
-9.00%
-4.03%
-6.37%
2017
+11.02%
-0.14%
+10.96%
-0.32%
2016
+11.04%
-2.64%
+10.82%
-3.36%
2015
-0.91%
-5.61%
-3.71%
-6.25%
2014
+8.90%
-2.75%
+9.13%
-3.27%
2013
+15.45%
-2.56%
+6.26%
-3.84%
2012
+11.51%
-3.93%
+8.84%
-2.43%
2011
+2.80%
-10.66%
+8.86%
-3.00%
2010
+14.67%
-7.05%
+16.54%
-2.77%
2009
+17.77%
-15.43%
+10.77%
-10.16%
2008
-18.65%
-23.09%
-4.18%
-13.53%
2007
+2.67%
-4.24%
+9.58%
-2.06%
2006
+15.13%
-2.29%
+12.44%
-2.71%
2005
+6.39%
-2.22%
+8.04%
-1.76%
2004
+13.96%
-4.05%
+9.88%
-4.36%
2003
+23.09%
-2.53%
+18.85%
-2.72%
2002
-4.97%
-11.30%
+3.15%
-6.86%
2001
+2.01%
-6.90%
+2.71%
-4.99%
2000
+7.25%
-3.83%
+6.88%
-3.64%
1999
+8.30%
-3.23%
+4.24%
-3.38%
1998
+7.16%
-10.79%
+8.03%
-9.44%
1997
+17.88%
-2.22%
+13.09%
-2.50%
1996
+13.71%
-2.62%
+8.18%
-2.60%
1995
+22.24%
-1.06%
+21.86%
-0.40%
1994
-0.93%
-5.85%
-1.98%
-4.64%
1993
+15.63%
-2.89%
+14.50%
-1.37%
1992
+9.77%
-1.73%
+9.15%
-1.58%
1991
+24.84%
-2.96%
+19.14%
-1.63%
1990
-5.30%
-10.73%
-2.51%
-7.94%
1989
+17.31%
-1.45%
+14.78%
-0.89%
1988
+15.77%
-1.69%
+9.18%
-1.64%
1987
+2.99%
-15.68%
+5.10%
-10.93%
1986
+20.45%
-3.64%
+17.75%
-2.42%
1985
+29.40%
-1.69%
+25.09%
-1.93%
1984
+10.29%
-5.60%
+3.75%
-4.68%
1983
+19.62%
-2.03%
+11.13%
-2.46%
1982
+25.69%
-2.93%
+28.31%
-5.34%
1981
+5.31%
-8.17%
-1.23%
-8.50%
1980
+18.45%
-10.32%
+15.59%
-13.73%
1979
+18.67%
-8.08%
+38.92%
-6.53%
1978
+9.54%
-8.29%
+13.30%
-7.41%
1977
+6.30%
-2.07%
+7.87%
-1.53%
1976
+26.24%
-1.72%
+20.55%
-2.29%
1975
+26.63%
-7.71%
+16.99%
-8.68%
1974
-11.50%
-18.00%
+5.51%
-14.87%
1973
-9.21%
-10.07%
+7.22%
-5.95%
1972
+11.19%
-0.55%
+17.32%
-1.70%
1971
+13.35%
-5.98%
+14.13%
-3.04%
1970
+7.28%
-12.39%
+8.32%
-8.47%