| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ARDT | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −7.5% | +14.9% | −8.8% | +14.0% | −5.4% | +6.6% | +11.1% | — | — | — | — | — | +23.8% | +7.5% | +16.2pp |
| 2025 | −12.2% | −2.3% | −6.2% | −7.4% | +13.7% | −5.7% | −22.4% | +19.7% | +4.4% | +9.9% | −39.7% | +0.6% | −48.3% | +17.7% | −66.0pp |
| 2024 · part | — | — | — | — | — | — | — | +11.0% | −7.3% | −5.3% | −8.2% | +6.9% | −4.4% | +24.9% | −29.3pp |
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. ARDT 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 ⓘ | 2 | 2 | 2 | 2 | 2 | 2 | 2 | 2 | 2 | 2 | 2 | 2 |
| Positive ⓘ | 0% | 50% | 0% | 50% | 50% | 50% | 50% | 100% | 50% | 50% | 0% | 100% |
| Median | −9.8% | +6.3% | −7.5% | +3.3% | +4.2% | +0.5% | −5.7% | +15.3% | −1.4% | +2.3% | −23.9% | +3.7% |
| Best | −7.5% | +14.9% | −6.2% | +14.0% | +13.7% | +6.6% | +11.1% | +19.7% | +4.4% | +9.9% | −8.2% | +6.9% |
| Worst | −12.2% | −2.3% | −8.8% | −7.4% | −5.4% | −5.7% | −22.4% | +11.0% | −7.3% | −5.3% | −39.7% | +0.6% |
| vs SPY ⓘ | −11.9pp | +7.4pp | −2.3pp | −1.5pp | −1.6pp | −1.6pp | −5.7pp | +13.1pp | −4.3pp | +1.5pp | −27.0pp | +4.9pp |
24 monthly observations across 2024–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
