| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ATAT | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −9.3% | +9.9% | −6.3% | +3.9% | −10.2% | −6.0% | +11.1% | — | — | — | — | — | −8.9% | +7.5% | −16.5pp |
| 2025 | +1.9% | +12.0% | −7.7% | −13.8% | +28.1% | +5.2% | +4.0% | +15.1% | −3.4% | +3.6% | −1.5% | +3.6% | +49.8% | +17.7% | +32.1pp |
| 2024 | −0.3% | +12.0% | −7.4% | −0.6% | −0.1% | +3.0% | −8.8% | +13.6% | +39.5% | +1.0% | −4.0% | +6.9% | +58.4% | +24.9% | +33.5pp |
| 2023 | +49.3% | −1.7% | −0.8% | −18.2% | −24.6% | +0.5% | +24.8% | −4.1% | −2.2% | +1.1% | −6.6% | −2.5% | −2.9% | +26.2% | −29.1pp |
| 2022 · part | — | — | — | — | — | — | — | — | — | — | — | +18.3% | +18.3% | −18.2% | +36.5pp |
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. ATAT 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 ⓘ | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 3 | 3 | 3 | 3 | 4 |
| Positive ⓘ | 50% | 75% | 0% | 25% | 25% | 75% | 75% | 67% | 33% | 100% | 0% | 75% |
| Median | +0.8% | +10.9% | −6.8% | −7.2% | −5.2% | +1.8% | +7.6% | +13.6% | −2.2% | +1.1% | −4.0% | +5.2% |
| Best | +49.3% | +12.0% | −0.8% | +3.9% | +28.1% | +5.2% | +24.8% | +15.1% | +39.5% | +3.6% | −1.5% | +18.3% |
| Worst | −9.3% | −1.7% | −7.7% | −18.2% | −24.6% | −6.0% | −8.8% | −4.1% | −3.4% | +1.0% | −6.6% | −2.5% |
| vs SPY ⓘ | −1.3pp | +8.7pp | −3.3pp | −9.8pp | −10.3pp | −2.7pp | +7.6pp | +11.3pp | +2.6pp | +1.9pp | −10.0pp | +6.4pp |
44 monthly observations across 2022–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
