David Swensen Unconventional Success Portfolio
VS
Golden Butterfly 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% |
| Golden Butterfly Portfolio | 0.05% | -1.69% | -1.87% | 4.97% | 12.38% | 39.00% | 31.53% | 86.27% |
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% |
| Golden Butterfly Portfolio | 11.20% | 11.90% | -13.25% | 8.69% | 14.67% | 17.70% | -3.76% | 10.93% | 9.86% | -3.24% |
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 |
| Golden Butterfly Portfolio | 86.27% | 6.61% | 6.44% | -31.91% | 0.42 | 0.55 | 0.21 | 0.06 |
Total Return
No Taxes, No Rebalancing.