David Swensen Unconventional Success Portfolio
VS
Bill Schultheis Coffeehouse Portfolio
Total Return by Period
Updated: Nov 18, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success Portfolio | -0.27% | -2.11% | -2.00% | 1.85% | 6.87% | 25.34% | 15.09% | 54.00% |
| Bill Schultheis Coffeehouse Portfolio | -0.05% | -1.68% | -1.71% | 0.96% | 4.35% | 20.22% | 17.49% | 49.11% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success Portfolio | 7.38% | 14.01% | -21.27% | 16.04% | 11.96% | 22.44% | -5.62% | 14.79% | 6.99% | -0.29% |
| Bill Schultheis Coffeehouse Portfolio | 7.54% | 11.47% | -13.77% | 13.61% | 9.24% | 18.67% | -4.93% | 10.75% | 9.50% | -0.66% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| David Swensen Unconventional Success Portfolio | 54.00% | 5.04% | 4.42% | -43.83% | 0.17 | 0.21 | 0.11 | 0.10 |
| Bill Schultheis Coffeehouse Portfolio | 49.11% | 4.64% | 4.09% | -32.77% | 0.15 | 0.18 | 0.14 | 0.08 |
Total Return
No Taxes, No Rebalancing.