| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ALT | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +55.1% | −23.0% | −28.5% | −15.6% | +17.3% | −0.3% | −3.9% | — | — | — | — | — | −19.1% | +7.5% | −26.7pp |
| 2025 | −7.9% | +0.2% | −24.8% | +5.0% | +3.4% | −28.7% | −4.7% | +3.8% | −1.6% | +7.4% | +29.9% | −31.4% | −49.9% | +17.7% | −67.6pp |
| 2024 | −16.1% | +28.2% | −15.9% | −35.7% | +14.7% | −11.5% | −4.4% | +5.3% | −8.4% | +9.8% | +27.2% | −15.9% | −35.9% | +24.9% | −60.8pp |
| 2023 | −17.1% | −7.7% | −66.5% | +19.7% | −20.0% | −12.6% | −6.2% | −23.6% | +2.8% | −7.3% | +31.1% | +256.0% | −31.6% | +26.2% | −57.8pp |
| 2022 | −11.9% | −8.2% | −17.8% | −25.8% | +11.9% | +131.2% | +2.6% | +83.8% | −42.2% | −1.8% | −20.7% | +65.3% | +79.6% | −18.2% | +97.8pp |
| 2021 | +26.6% | +11.6% | −11.4% | +2.4% | −12.6% | −22.1% | −7.9% | +65.3% | −24.5% | −4.5% | −2.9% | −12.7% | −18.8% | +28.7% | −47.5pp |
| 2020 · part | — | — | — | — | +204.3% | +15.4% | +148.2% | −36.5% | −21.8% | −13.3% | +6.8% | −7.8% | +269.8% | +18.3% | +251.5pp |
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. ALT 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 | 7 | 7 | 7 | 6 | 6 | 6 | 6 | 6 |
| Positive ⓘ | 33% | 50% | 0% | 50% | 71% | 29% | 29% | 67% | 17% | 33% | 67% | 33% |
| Median | −9.9% | −3.8% | −21.3% | −6.6% | +11.9% | −11.5% | −4.4% | +4.6% | −15.1% | −3.2% | +17.0% | −10.2% |
| Best | +55.1% | +28.2% | −11.4% | +19.7% | +204.3% | +131.2% | +148.2% | +83.8% | +2.8% | +9.8% | +31.1% | +256.0% |
| Worst | −17.1% | −23.0% | −66.5% | −35.7% | −20.0% | −28.7% | −7.9% | −36.5% | −42.2% | −13.3% | −20.7% | −31.4% |
| vs SPY ⓘ | −8.6pp | −1.9pp | −20.4pp | −9.9pp | +9.6pp | −15.0pp | −6.6pp | +2.4pp | −14.2pp | −7.5pp | +9.6pp | −12.5pp |
75 monthly observations across 2020–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
