| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ACDC | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +33.9% | −5.0% | +25.3% | +21.6% | −19.0% | −4.9% | −37.9% | — | — | — | — | — | −7.2% | +7.5% | −14.7pp |
| 2025 | −6.3% | −1.1% | +5.6% | −45.3% | +101.0% | −7.0% | −9.5% | −43.0% | −7.5% | +47.8% | −35.3% | +9.9% | −49.9% | +17.7% | −67.6pp |
| 2024 | −6.7% | +3.4% | +2.2% | −13.0% | +32.3% | −23.0% | +25.4% | −26.3% | −0.9% | −12.3% | +52.3% | −14.4% | −8.5% | +24.9% | −33.4pp |
| 2023 | −10.7% | −15.0% | −33.8% | −11.6% | +0.2% | −0.5% | +15.3% | −14.5% | −1.1% | −13.4% | −14.4% | +5.2% | −66.3% | +26.2% | −92.5pp |
| 2022 · part | — | — | — | — | — | — | — | — | — | — | — | +6.9% | +6.9% | −18.2% | +25.0pp |
A month’s return is its month-end close over the prior month-end’s, so a year’s figure is exactly the product of its twelve monthly cells — no separate annualisation, no resampling. A blank cell means no return exists for that month (the series had not started, or it is the very first month-end, which has nothing to be measured against). Blank is never zero.
Basis. ACDC is on the total return (splits + dividends) basis, SPY on the total return (splits + dividends) basis. Both columns are on the same basis, so the Δ column is a like-for-like difference.
Partial years. A year marked “ytd” or “part” does not cover the full calendar year: either the stored history starts inside it (the figure is measured from the first month-end present) or the data stops before December (the figure runs through the last stored close). The row’s own tooltip names the exact boundary. It is never dressed up as a calendar-year return.
End of day. These are stored end-of-day closes, and the window is anchored on the LAST stored bar rather than today’s date — so the newest row ends where the data ends. Nothing here is intraday.
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Years ⓘ | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 3 | 3 | 3 | 3 | 4 |
| Positive ⓘ | 25% | 25% | 75% | 25% | 75% | 0% | 50% | 0% | 0% | 33% | 33% | 75% |
| Median | −6.5% | −3.0% | +3.9% | −12.3% | +16.3% | −5.9% | +2.9% | −26.3% | −1.1% | −12.3% | −14.4% | +6.0% |
| Best | +33.9% | +3.4% | +25.3% | +21.6% | +101.0% | −0.5% | +25.4% | −14.5% | −0.9% | +47.8% | +52.3% | +9.9% |
| Worst | −10.7% | −15.0% | −33.8% | −45.3% | −19.0% | −23.0% | −37.9% | −43.0% | −7.5% | −13.4% | −35.3% | −14.4% |
| vs SPY ⓘ | −8.7pp | −3.0pp | +5.0pp | −11.1pp | +13.5pp | −9.6pp | +0.1pp | −28.6pp | −3.0pp | −11.2pp | −23.6pp | +5.2pp |
44 monthly observations across 2022–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
