| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ARDS | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +0.0% | +800.0% | −88.9% | +0.0% | +0.0% | −50.0% | +0.0% | — | — | — | — | — | −50.0% | +9.3% | −59.3pp |
| 2025 | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +100.0% | +0.0% | +0.0% | +0.0% | +100.0% | +17.7% | +82.3pp |
| 2024 | +0.1% | +10.0% | +1.0% | −23.1% | +4.2% | −20.3% | −98.0% | +0.0% | +0.0% | −80.0% | −50.0% | +0.0% | −99.9% | +24.9% | −124.7pp |
| 2023 | −43.2% | −15.8% | −45.0% | −41.9% | +122.2% | −45.0% | −2.3% | −46.7% | −11.0% | −7.6% | −14.1% | −13.5% | −94.1% | +26.2% | −120.2pp |
| 2022 | −22.3% | +10.5% | −12.0% | −29.0% | −8.0% | −4.3% | +124.5% | −40.9% | −36.3% | +11.8% | −12.5% | +29.7% | −49.4% | −18.2% | −31.2pp |
| 2021 | +15.6% | −10.1% | −6.5% | +5.6% | −7.2% | +28.0% | −32.6% | −19.4% | −8.5% | −4.9% | −35.4% | +3.1% | −61.6% | +28.7% | −90.3pp |
| 2020 | +55.3% | −2.5% | −14.4% | +10.9% | +8.5% | −4.5% | +5.6% | +0.0% | +1.1% | −12.6% | +10.5% | −11.3% | +36.4% | +18.3% | +18.1pp |
| 2019 | −24.6% | +3.8% | +31.3% | −22.7% | −1.2% | +16.9% | −14.5% | +34.3% | −42.4% | −24.9% | +8.8% | −19.1% | −59.9% | +31.2% | −91.1pp |
| 2018 · part | — | — | — | — | — | — | — | — | −2.9% | −5.8% | −13.8% | +4.6% | −17.5% | −4.6% | −13.0pp |
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. ARDS 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 ⓘ | 8 | 8 | 8 | 8 | 8 | 8 | 8 | 7 | 8 | 8 | 8 | 8 |
| Positive ⓘ | 38% | 50% | 25% | 25% | 38% | 25% | 25% | 14% | 25% | 13% | 25% | 38% |
| Median | +0.0% | +1.9% | −9.2% | −11.4% | +0.0% | −4.4% | −1.1% | +0.0% | −5.7% | −6.7% | −13.2% | +0.0% |
| Best | +55.3% | +800.0% | +31.3% | +10.9% | +122.2% | +28.0% | +124.5% | +34.3% | +100.0% | +11.8% | +10.5% | +29.7% |
| Worst | −43.2% | −15.8% | −88.9% | −41.9% | −8.0% | −50.0% | −98.0% | −46.7% | −42.4% | −80.0% | −50.0% | −19.1% |
| vs SPY ⓘ | −2.1pp | +3.0pp | −6.6pp | −14.8pp | −3.1pp | −5.7pp | −3.9pp | −7.0pp | −3.7pp | −7.8pp | −16.9pp | −0.8pp |
95 monthly observations across 2018–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
