| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | AD | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +8.3% | +1.1% | −5.3% | +7.7% | +2.0% | −9.4% | −3.1% | — | — | — | — | — | −0.1% | +7.5% | −7.6pp |
| 2025 · part | — | — | — | — | — | — | — | — | −7.1% | −1.8% | +0.1% | +9.0% | −0.4% | +17.7% | −18.1pp |
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. AD 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 ⓘ | 1 | 1 | 1 | 1 | 1 | 1 | 1 | — | 1 | 1 | 1 | 1 |
| Positive ⓘ | 100% | 100% | 0% | 100% | 100% | 0% | 0% | — | 0% | 0% | 100% | 100% |
| Median | +8.3% | +1.1% | −5.3% | +7.7% | +2.0% | −9.4% | −3.1% | — | −7.1% | −1.8% | +0.1% | +9.0% |
| Best | +8.3% | +1.1% | −5.3% | +7.7% | +2.0% | −9.4% | −3.1% | — | −7.1% | −1.8% | +0.1% | +9.0% |
| Worst | +8.3% | +1.1% | −5.3% | +7.7% | +2.0% | −9.4% | −3.1% | — | −7.1% | −1.8% | +0.1% | +9.0% |
| vs SPY ⓘ | +6.8pp | +2.0pp | −0.4pp | −2.8pp | −3.3pp | −8.4pp | −0.8pp | — | −10.7pp | −4.2pp | −0.1pp | +8.9pp |
11 monthly observations across 2025–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
