Last Update: 31 March 2024
The Tyler Golden Butterfly Portfolio obtained a 7.76% compound annual return, with a 7.72% standard deviation, in the last 30 Years.
The Roger Gibson Talmud Portfolio obtained a 8.41% compound annual return, with a 10.81% standard deviation, in the last 30 Years.
Summary
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| Tyler Golden Butterfly Portfolio | Roger Gibson Talmud Portfolio | ||
|---|---|---|---|
| Portfolio Risk | High | High | |
| Asset Allocation | Stocks | 40% | 66.67% |
| Fixed Income | 40% | 33.33% | |
| Commodities | 20% | 0% | |
| 30 Years Stats | Return | +7.76% | +8.41% |
| Std Dev | 7.72% | 10.81% | |
| Max Drawdown | -17.79% | -40.17% | |
| All time Stats (Since Jan 1928) |
Return | +8.31% | +7.78% |
| Std Dev | 8.85% | 12.36% | |
| Max Drawdown | -48.31% | -57.05% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from January 1928
Swipe left to see all data
| 1M | 6M | 1Y | 5Y | 10Y | 30Y | MAX | |
|---|---|---|---|---|---|---|---|
| Tyler Golden Butterfly Portfolio | +3.22 | +13.99 | +9.26 | +6.61 | +5.77 | +7.76 | +8.31 |
| Roger Gibson Talmud Portfolio | +1.65 | +14.76 | +12.54 | +6.33 | +6.86 | +8.41 | +7.78 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
Tyler Golden Butterfly Portfolio: an investment of 1$, since April 1994,
now would be worth 9.42$, with a total return of 841.59%
(7.76% annualized).
Roger Gibson Talmud Portfolio: an investment of 1$, since April 1994, now would be worth 11.26$, with a total return of 1026.50% (8.41% annualized).
Roger Gibson Talmud Portfolio: an investment of 1$, since April 1994, now would be worth 11.26$, with a total return of 1026.50% (8.41% annualized).
Tyler Golden Butterfly Portfolio: an investment of 1$, since January 1928,
now would be worth 2177.07$, with a total return of 217607.10%
(8.31% annualized).
Roger Gibson Talmud Portfolio: an investment of 1$, since January 1928, now would be worth 1354.80$, with a total return of 135380.32% (7.78% annualized).
Roger Gibson Talmud Portfolio: an investment of 1$, since January 1928, now would be worth 1354.80$, with a total return of 135380.32% (7.78% annualized).
Drawdowns
Drawdown comparison chart since April 1994.
Swipe left to see all data
|
Tyler Golden Butterfly Portfolio
|
Roger Gibson Talmud Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -40.17% | Jun 2007 | Feb 2009 (21) | Oct 2010 (41) | 17.05 | |||||
| -22.88% | Jan 2022 | Sep 2022 (9) | In progress (27) | 14.25 | |||||
| -17.79% | Jan 2022 | Sep 2022 (9) | In progress (27) | 9.39 | |||||
| -15.16% | Feb 2020 | Mar 2020 (2) | Aug 2020 (7) | 6.94 | |||||
| -14.81% | Mar 2008 | Feb 2009 (12) | Sep 2009 (19) | 7.24 | |||||
| -10.50% | Jun 2011 | Sep 2011 (4) | Jan 2012 (8) | 4.43 | |||||
| -10.43% | Jul 1998 | Aug 1998 (2) | Dec 1998 (6) | 5.05 | |||||
| -9.44% | May 1998 | Aug 1998 (4) | Dec 1998 (8) | 3.99 | |||||
| -8.26% | Apr 2002 | Oct 2002 (7) | May 2003 (14) | 5.13 | |||||
| -7.57% | Sep 2018 | Dec 2018 (4) | Feb 2019 (6) | 3.56 | |||||
| -7.16% | Feb 2020 | Mar 2020 (2) | Jun 2020 (5) | 3.10 | |||||
| -6.86% | Jun 2002 | Jul 2002 (2) | May 2003 (12) | 4.25 | |||||
| -6.69% | Apr 2004 | Apr 2004 (1) | Aug 2004 (5) | 3.63 | |||||
| -6.37% | Sep 2018 | Dec 2018 (4) | Apr 2019 (8) | 3.17 | |||||
| -6.25% | Feb 2015 | Sep 2015 (8) | Mar 2016 (14) | 3.60 | |||||
| -5.69% | Apr 2015 | Aug 2015 (5) | Mar 2016 (12) | 3.12 | |||||
| -5.28% | Sep 1994 | Nov 1994 (3) | Feb 1995 (6) | 2.68 | |||||
| -5.08% | Feb 2001 | Mar 2001 (2) | Jun 2001 (5) | 2.68 | |||||
| -4.99% | Feb 2001 | Mar 2001 (2) | Dec 2001 (11) | 2.05 | |||||
| -4.84% | Aug 2016 | Oct 2016 (3) | Feb 2017 (7) | 2.76 | |||||
Drawdown comparison chart since January 1928.
Swipe left to see all data
|
Tyler Golden Butterfly Portfolio
|
Roger Gibson Talmud Portfolio
|
||||||||
|---|---|---|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
Drawdown | Start | Bottom Date (#Months) |
Recovery Date (#Months) |
Ulcer Index |
| -57.05% | Sep 1929 | May 1932 (33) | Jan 1937 (89) | 28.90 | |||||
| -48.31% | Sep 1929 | May 1932 (33) | Jun 1935 (70) | 23.15 | |||||
| -40.17% | Jun 2007 | Feb 2009 (21) | Oct 2010 (41) | 17.05 | |||||
| -29.48% | Aug 1937 | Mar 1938 (8) | Feb 1943 (67) | 12.56 | |||||
| -25.53% | Dec 1972 | Sep 1974 (22) | Jan 1976 (38) | 11.81 | |||||
| -23.45% | Mar 1937 | Mar 1938 (13) | Jan 1943 (71) | 9.73 | |||||
| -22.88% | Jan 2022 | Sep 2022 (9) | In progress (27) | 14.25 | |||||
| -17.79% | Jan 2022 | Sep 2022 (9) | In progress (27) | 9.39 | |||||
| -17.05% | May 1969 | Jun 1970 (14) | Feb 1971 (22) | 9.63 | |||||
| -15.52% | Sep 1987 | Nov 1987 (3) | Jan 1989 (17) | 6.69 | |||||
| -15.49% | Dec 1968 | Jun 1970 (19) | Nov 1970 (24) | 6.74 | |||||
| -15.16% | Feb 2020 | Mar 2020 (2) | Aug 2020 (7) | 6.94 | |||||
| -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 | |||||
| -13.02% | Dec 1961 | Jun 1962 (7) | Jan 1963 (14) | 6.37 | |||||
| -10.93% | Sep 1987 | Nov 1987 (3) | Jan 1989 (17) | 5.04 | |||||
| -10.61% | Jun 1946 | Sep 1946 (4) | Jul 1947 (14) | 5.77 | |||||
| -10.50% | Jun 2011 | Sep 2011 (4) | Jan 2012 (8) | 4.43 | |||||
| -10.43% | Jul 1998 | Aug 1998 (2) | Dec 1998 (6) | 5.05 | |||||
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.
The highlighted returns represent the highest values for that specific year.
Swipe left to see all data
| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
+2.76%
|
-1.54% |
+2.25%
|
-1.37% |
| 2023 |
+11.98%
|
-8.07% |
+14.42%
|
-9.16% |
| 2022 |
-13.35%
|
-17.79% |
-19.62%
|
-22.88% |
| 2021 |
+9.35%
|
-2.45% |
+21.44%
|
-3.93% |
| 2020 |
+13.93%
|
-7.16% |
+8.02%
|
-15.16% |
| 2019 |
+18.03%
|
-1.83% |
+22.79%
|
-1.65% |
| 2018 |
-4.03%
|
-6.37% |
-3.78%
|
-7.57% |
| 2017 |
+10.96%
|
-0.32% |
+9.90%
|
-0.80% |
| 2016 |
+10.82%
|
-3.36% |
+7.99%
|
-4.84% |
| 2015 |
-3.71%
|
-6.25% |
+1.11%
|
-5.69% |
| 2014 |
+9.13%
|
-3.27% |
+16.24%
|
-3.05% |
| 2013 |
+6.26%
|
-3.84% |
+11.22%
|
-4.74% |
| 2012 |
+8.84%
|
-2.43% |
+12.41%
|
-3.41% |
| 2011 |
+8.86%
|
-3.00% |
+5.83%
|
-10.50% |
| 2010 |
+16.54%
|
-2.77% |
+17.33%
|
-7.24% |
| 2009 |
+10.77%
|
-10.16% |
+20.87%
|
-18.28% |
| 2008 |
-4.18%
|
-13.53% |
-22.37%
|
-28.90% |
| 2007 |
+9.58%
|
-2.06% |
-1.40%
|
-7.11% |
| 2006 |
+12.44%
|
-2.71% |
+18.42%
|
-3.01% |
| 2005 |
+8.04%
|
-1.76% |
+6.88%
|
-3.47% |
| 2004 |
+9.88%
|
-4.36% |
+15.93%
|
-6.69% |
| 2003 |
+18.85%
|
-2.72% |
+23.46%
|
-1.81% |
| 2002 |
+3.15%
|
-6.86% |
-2.82%
|
-8.26% |
| 2001 |
+2.71%
|
-4.99% |
+3.27%
|
-5.08% |
| 2000 |
+6.88%
|
-3.64% |
+9.05%
|
-4.13% |
| 1999 |
+4.24%
|
-3.38% |
+6.34%
|
-4.64% |
| 1998 |
+8.03%
|
-9.44% |
+5.18%
|
-10.43% |
| 1997 |
+13.09%
|
-2.50% |
+19.74%
|
-1.89% |
| 1996 |
+8.18%
|
-2.60% |
+19.46%
|
-1.65% |
| 1995 |
+21.86%
|
-0.40% |
+22.03%
|
-0.94% |
| 1994 |
-1.98%
|
-4.64% |
-3.74%
|
-8.67% |
| 1993 |
+14.50%
|
-1.37% |
+13.33%
|
-2.90% |
| 1992 |
+9.15%
|
-1.58% |
+10.28%
|
-1.73% |
| 1991 |
+19.14%
|
-1.63% |
+27.78%
|
-2.56% |
| 1990 |
-2.51%
|
-7.94% |
-4.26%
|
-10.14% |
| 1989 |
+14.78%
|
-0.89% |
+16.87%
|
-1.33% |
| 1988 |
+9.18%
|
-1.64% |
+12.71%
|
-1.50% |
| 1987 |
+5.10%
|
-10.93% |
+0.17%
|
-15.52% |
| 1986 |
+17.75%
|
-2.42% |
+16.28%
|
-3.57% |
| 1985 |
+25.09%
|
-1.93% |
+24.20%
|
-2.28% |
| 1984 |
+3.75%
|
-4.68% |
+12.71%
|
-4.02% |
| 1983 |
+11.13%
|
-2.46% |
+19.51%
|
-2.63% |
| 1982 |
+28.31%
|
-5.34% |
+24.41%
|
-3.38% |
| 1981 |
-1.23%
|
-8.50% |
+3.76%
|
-8.59% |
| 1980 |
+15.59%
|
-13.73% |
+20.13%
|
-9.71% |
| 1979 |
+38.92%
|
-6.53% |
+21.82%
|
-8.78% |
| 1978 |
+13.30%
|
-7.41% |
+6.65%
|
-7.13% |
| 1977 |
+7.87%
|
-1.53% |
+6.70%
|
-1.95% |
| 1976 |
+20.55%
|
-2.29% |
+29.26%
|
-1.67% |
| 1975 |
+16.99%
|
-8.68% |
+21.49%
|
-7.79% |
| 1974 |
+5.51%
|
-14.87% |
-14.51%
|
-20.06% |
| 1973 |
+7.22%
|
-5.95% |
-9.74%
|
-10.13% |
| 1972 |
+17.32%
|
-1.70% |
+9.45%
|
-2.27% |
| 1971 |
+14.13%
|
-3.04% |
+10.45%
|
-6.96% |
| 1970 |
+8.32%
|
-8.47% |
+10.08%
|
-12.17% |
| 1969 |
-9.95%
|
-11.26% |
-1.80%
|
-6.18% |
| 1968 |
+14.16%
|
-1.16% |
+6.81%
|
-3.69% |
| 1967 |
+15.73%
|
-1.53% |
+9.72%
|
-3.90% |
| 1966 |
-1.43%
|
-6.81% |
-0.84%
|
-8.95% |
| 1965 |
+9.98%
|
-1.26% |
+5.52%
|
-3.72% |
| 1964 |
+9.63%
|
-0.39% |
+7.19%
|
-1.30% |
| 1963 |
+9.52%
|
-1.19% |
+8.31%
|
-2.46% |
| 1962 |
-2.25%
|
-8.47% |
-1.20%
|
-12.80% |
| 1961 |
+11.32%
|
-1.53% |
+9.75%
|
-2.91% |
| 1960 |
+4.68%
|
-2.33% |
+4.91%
|
-4.48% |
| 1959 |
+5.78%
|
-2.67% |
+3.73%
|
-4.97% |
| 1958 |
+21.04%
|
-0.09% |
+14.22%
|
-2.11% |
| 1957 |
-1.90%
|
-5.44% |
+0.45%
|
-7.30% |
| 1956 |
+2.40%
|
-3.74% |
+2.62%
|
-6.16% |
| 1955 |
+9.05%
|
-1.20% |
+8.32%
|
-3.92% |
| 1954 |
+24.09%
|
-1.32% |
+18.11%
|
-3.79% |
| 1953 |
-1.25%
|
-5.95% |
+5.28%
|
-3.00% |
| 1952 |
+5.01%
|
-1.97% |
+6.76%
|
-3.14% |
| 1951 |
+5.62%
|
-3.17% |
+8.95%
|
-5.14% |
| 1950 |
+15.80%
|
-2.07% |
+11.28%
|
-4.60% |
| 1949 |
+8.87%
|
-1.60% |
+8.15%
|
-4.52% |
| 1948 |
+0.60%
|
-4.83% |
+2.34%
|
-7.33% |
| 1947 |
+3.73%
|
-2.27% |
+8.22%
|
-2.39% |
| 1946 |
-2.14%
|
-9.34% |
+6.18%
|
-10.61% |
| 1945 |
+23.40%
|
-1.03% |
+18.38%
|
-3.34% |
| 1944 |
+13.20%
|
-0.29% |
+13.36%
|
-1.14% |
| 1943 |
+18.24%
|
-2.65% |
+13.94%
|
-7.79% |
| 1942 |
+8.95%
|
-4.55% |
+7.12%
|
-9.40% |
| 1941 |
-1.87%
|
-5.56% |
-5.41%
|
-8.93% |
| 1940 |
-0.80%
|
-9.89% |
+0.15%
|
-15.43% |
| 1939 |
-0.30%
|
-6.03% |
+1.38%
|
-9.87% |
| 1938 |
+14.14%
|
-10.34% |
+10.63%
|
-18.12% |
| 1937 |
-15.74%
|
-17.75% |
-10.14%
|
-17.27% |
| 1936 |
+19.77%
|
-2.63% |
+13.80%
|
-5.89% |
| 1935 |
+19.44%
|
-3.22% |
+19.99%
|
-8.97% |
| 1934 |
+5.81%
|
-5.68% |
+4.17%
|
-10.97% |
| 1933 |
+45.52%
|
-6.98% |
+18.79%
|
-17.83% |
| 1932 |
+2.29%
|
-16.27% |
-2.29%
|
-28.97% |
| 1931 |
-20.79%
|
-25.80% |
-18.11%
|
-28.11% |
| 1930 |
-10.68%
|
-16.78% |
-8.30%
|
-19.91% |
| 1929 |
-3.62%
|
-14.87% |
-3.04%
|
-22.74% |
| 1928 |
+13.65%
|
-2.02% |
+13.08%
|
-4.68% |
