| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ATI | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +4.8% | +36.0% | −11.1% | +6.9% | +4.4% | +21.4% | −9.7% | — | — | — | — | — | +55.0% | +7.5% | +47.5pp |
| 2025 | +3.7% | +1.9% | −10.5% | +4.5% | +46.5% | +8.4% | −10.9% | +0.8% | +4.9% | +21.7% | +1.8% | +13.8% | +108.5% | +17.7% | +90.8pp |
| 2024 | −10.1% | +20.3% | +4.0% | +16.7% | +2.7% | −9.6% | +22.1% | −5.7% | +4.7% | −21.2% | +14.2% | −8.5% | +21.0% | +24.9% | −3.8pp |
| 2023 | +21.9% | +11.7% | −2.9% | −2.1% | −10.5% | +27.9% | +7.8% | −4.9% | −9.2% | −8.2% | +16.4% | +3.5% | +52.3% | +26.2% | +26.1pp |
| 2022 | +14.8% | +40.7% | +4.3% | +1.3% | +1.2% | −17.4% | +9.6% | +20.2% | −11.1% | +11.8% | +2.5% | −2.1% | +87.4% | −18.2% | +105.6pp |
| 2021 | +1.4% | +15.6% | +7.1% | +10.4% | +5.3% | −14.9% | −1.5% | −13.0% | −6.9% | −3.2% | −11.6% | +11.9% | −5.0% | +28.7% | −33.7pp |
| 2020 | −16.5% | −0.9% | −50.3% | −11.6% | +15.6% | +17.4% | −14.7% | −4.1% | +4.7% | +5.6% | +46.5% | +24.3% | −18.8% | +18.3% | −37.2pp |
| 2019 | +25.8% | +4.5% | −10.7% | −2.5% | −14.1% | +17.7% | −13.6% | −9.0% | +2.2% | +3.8% | +9.8% | −10.4% | −5.1% | +31.2% | −36.3pp |
| 2018 | +11.7% | −3.9% | −8.6% | +12.2% | +7.3% | −11.9% | +10.7% | −2.8% | +9.3% | −12.4% | +1.4% | −17.1% | −9.8% | −4.6% | −5.2pp |
| 2017 | +36.4% | −11.6% | −6.5% | +2.2% | −15.9% | +10.2% | +11.3% | +10.0% | +14.7% | +5.4% | −9.6% | +6.0% | +51.5% | +21.7% | +29.8pp |
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. ATI 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 ⓘ | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 |
| Positive ⓘ | 57% | 62% | 52% | 71% | 57% | 43% | 43% | 29% | 67% | 48% | 67% | 62% |
| Median | +3.7% | +2.9% | +1.2% | +4.3% | +2.6% | −1.4% | −5.8% | −4.1% | +4.9% | −3.2% | +2.5% | +3.8% |
| Best | +43.7% | +43.0% | +24.1% | +49.2% | +46.5% | +27.9% | +39.7% | +20.2% | +15.8% | +26.6% | +46.5% | +32.2% |
| Worst | −18.6% | −11.6% | −50.3% | −14.9% | −24.8% | −21.0% | −29.4% | −14.5% | −39.7% | −24.5% | −13.8% | −17.1% |
| vs SPY ⓘ | +1.0pp | +3.1pp | +0.5pp | +3.4pp | −0.9pp | −3.2pp | −6.3pp | −3.9pp | +5.5pp | −4.8pp | −0.2pp | +3.6pp |
252 monthly observations across 2005–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
