| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ALTG | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +47.0% | +2.1% | −22.2% | +44.3% | −20.5% | +5.0% | −7.7% | — | — | — | — | — | +29.8% | +7.5% | +22.2pp |
| 2025 | +11.6% | −24.4% | −14.4% | −9.4% | +12.9% | +33.1% | +22.8% | +7.5% | −13.2% | −15.5% | −20.3% | −5.7% | −28.4% | +17.7% | −46.1pp |
| 2024 | −8.7% | +7.9% | +12.8% | −14.2% | −23.5% | −4.7% | +30.6% | −35.2% | +0.0% | −3.6% | +22.7% | −17.3% | −42.5% | +24.9% | −67.4pp |
| 2023 | +28.5% | +11.3% | −15.7% | −10.8% | −3.4% | +27.3% | −6.8% | −11.5% | −15.2% | −23.8% | +4.4% | +29.7% | −4.7% | +26.2% | −30.8pp |
| 2022 | −6.9% | −7.5% | −2.0% | −9.0% | −4.3% | −16.7% | +25.3% | +5.2% | −6.5% | +11.1% | −1.1% | +9.6% | −9.1% | −18.2% | +9.1pp |
| 2021 | −3.9% | +11.8% | +22.5% | −1.2% | +14.1% | −9.3% | −5.3% | +5.3% | +3.5% | +5.1% | +1.2% | +0.2% | +48.2% | +28.7% | +19.4pp |
| 2020 | +2.3% | −14.0% | −51.5% | +22.5% | +28.1% | +16.0% | −2.2% | +9.9% | −6.2% | −2.7% | +18.9% | +9.1% | −1.3% | +18.3% | −19.6pp |
| 2019 · part | — | — | — | — | +1.0% | −0.5% | +0.2% | +0.6% | +0.9% | −0.4% | +0.6% | +0.7% | +3.2% | +31.2% | −28.0pp |
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. ALTG 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 ⓘ | 7 | 7 | 7 | 7 | 8 | 8 | 8 | 7 | 7 | 7 | 7 | 7 |
| Positive ⓘ | 57% | 57% | 29% | 29% | 50% | 50% | 50% | 71% | 29% | 29% | 71% | 71% |
| Median | +2.3% | +2.1% | −14.4% | −9.0% | −1.2% | +2.3% | −1.0% | +5.2% | −6.2% | −2.7% | +1.2% | +0.7% |
| Best | +47.0% | +11.8% | +22.5% | +44.3% | +28.1% | +33.1% | +30.6% | +9.9% | +3.5% | +11.1% | +22.7% | +29.7% |
| Worst | −8.7% | −24.4% | −51.5% | −14.2% | −23.5% | −16.7% | −7.7% | −35.2% | −15.2% | −23.8% | −20.3% | −17.3% |
| vs SPY ⓘ | +2.3pp | +2.6pp | −8.8pp | −6.4pp | +1.4pp | −0.7pp | −3.4pp | +2.3pp | −2.1pp | −2.6pp | −3.0pp | −2.2pp |
87 monthly observations across 2019–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
