| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ADCT | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +2.3% | +13.6% | −8.5% | +0.8% | −10.1% | −68.5% | +2.8% | — | — | — | — | — | −68.8% | +7.5% | −76.4pp |
| 2025 | −15.6% | +4.8% | −19.9% | +1.4% | +116.1% | −13.3% | +3.4% | +10.8% | +30.3% | +11.5% | −3.6% | −17.9% | +77.4% | +17.7% | +59.7pp |
| 2024 | +88.0% | +54.8% | −7.0% | −1.8% | −22.2% | −7.9% | +5.1% | −12.7% | +8.6% | −10.5% | −14.2% | −17.8% | +19.9% | +24.9% | −5.0pp |
| 2023 | +33.1% | −29.5% | −45.8% | −0.5% | +21.1% | −8.5% | −31.2% | −18.9% | −25.2% | −22.0% | +18.6% | +100.0% | −56.8% | +26.2% | −82.9pp |
| 2022 | −21.3% | +5.1% | −12.0% | −19.9% | −41.9% | +16.2% | −6.8% | −8.0% | −29.3% | −7.9% | −17.6% | +4.9% | −81.0% | −18.2% | −62.8pp |
| 2021 | −10.7% | −6.9% | −8.2% | +0.5% | −11.8% | +12.5% | −13.6% | +38.6% | −6.9% | +6.7% | −23.2% | −9.3% | −36.9% | +28.7% | −65.6pp |
| 2020 · part | — | — | — | — | — | +26.7% | −0.7% | −5.0% | −25.3% | −13.0% | +30.0% | −14.2% | −13.4% | +18.3% | −31.7pp |
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. ADCT 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 ⓘ | 6 | 6 | 6 | 6 | 6 | 7 | 7 | 6 | 6 | 6 | 6 | 6 |
| Positive ⓘ | 50% | 67% | 0% | 50% | 33% | 43% | 43% | 33% | 33% | 33% | 33% | 33% |
| Median | −4.2% | +4.9% | −10.3% | +0.0% | −10.9% | −7.9% | −0.7% | −6.5% | −16.1% | −9.2% | −8.9% | −11.7% |
| Best | +88.0% | +54.8% | −7.0% | +1.4% | +116.1% | +26.7% | +5.1% | +38.6% | +30.3% | +11.5% | +30.0% | +100.0% |
| Worst | −21.3% | −29.5% | −45.8% | −19.9% | −41.9% | −68.5% | −31.2% | −18.9% | −29.3% | −22.0% | −23.2% | −17.9% |
| vs SPY ⓘ | −4.5pp | +7.0pp | −13.5pp | −3.4pp | −13.9pp | −11.4pp | −6.6pp | −7.9pp | −11.2pp | −10.1pp | −12.0pp | −14.6pp |
74 monthly observations across 2020–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
