| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | BCHT | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −4.0% | −34.4% | −19.5% | −15.3% | −14.3% | +48.6% | −32.7% | — | — | — | — | — | −63.2% | +7.5% | −70.7pp |
| 2025 | +19.6% | −19.7% | +2.0% | +4.0% | +0.0% | +30.8% | −10.3% | −1.8% | +21.0% | +3.4% | +18.7% | −15.7% | +47.1% | +17.7% | +29.3pp |
| 2024 · part | — | — | — | — | — | — | — | — | — | — | −8.6% | −20.3% | −27.1% | +24.9% | −52.0pp |
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. BCHT 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 | 1 | 1 | 1 | 2 | 2 |
| Positive ⓘ | 50% | 0% | 50% | 50% | 0% | 100% | 0% | 0% | 100% | 100% | 50% | 0% |
| Median | +7.8% | −27.1% | −8.7% | −5.6% | −7.1% | +39.7% | −21.5% | −1.8% | +21.0% | +3.4% | +5.0% | −18.0% |
| Best | +19.6% | −19.7% | +2.0% | +4.0% | +0.0% | +48.6% | −10.3% | −1.8% | +21.0% | +3.4% | +18.7% | −15.7% |
| Worst | −4.0% | −34.4% | −19.5% | −15.3% | −14.3% | +30.8% | −32.7% | −1.8% | +21.0% | +3.4% | −8.6% | −20.3% |
| vs SPY ⓘ | +5.7pp | −26.0pp | −3.5pp | −10.5pp | −12.9pp | +37.6pp | −21.5pp | −3.9pp | +17.5pp | +1.1pp | +2.0pp | −16.9pp |
21 monthly observations across 2024–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
