| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ATHR | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −2.7% | −40.6% | −34.4% | +66.8% | −7.9% | +30.5% | −25.7% | — | — | — | — | — | −43.5% | +7.5% | −51.1pp |
| 2025 · part | — | — | — | — | +113.3% | −16.7% | −30.7% | −28.0% | −11.5% | +2.8% | −2.1% | +2.3% | −19.3% | +17.7% | −37.0pp |
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. ATHR 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 ⓘ | 1 | 1 | 1 | 1 | 2 | 2 | 2 | 1 | 1 | 1 | 1 | 1 |
| Positive ⓘ | 0% | 0% | 0% | 100% | 50% | 50% | 0% | 0% | 0% | 100% | 0% | 100% |
| Median | −2.7% | −40.6% | −34.4% | +66.8% | +52.7% | +6.9% | −28.2% | −28.0% | −11.5% | +2.8% | −2.1% | +2.3% |
| Best | −2.7% | −40.6% | −34.4% | +66.8% | +113.3% | +30.5% | −25.7% | −28.0% | −11.5% | +2.8% | −2.1% | +2.3% |
| Worst | −2.7% | −40.6% | −34.4% | +66.8% | −7.9% | −16.7% | −30.7% | −28.0% | −11.5% | +2.8% | −2.1% | +2.3% |
| vs SPY ⓘ | −4.2pp | −39.8pp | −29.4pp | +56.3pp | +46.9pp | +4.8pp | −28.2pp | −30.1pp | −15.0pp | +0.4pp | −2.3pp | +2.2pp |
15 monthly observations across 2025–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
