| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | BDTX | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +2.5% | −0.8% | −13.8% | +24.4% | −16.2% | −16.7% | −10.3% | — | — | — | — | — | −31.7% | +7.5% | −39.2pp |
| 2025 | +22.4% | −23.3% | −22.9% | +9.7% | +29.4% | +12.7% | +7.3% | +3.4% | +37.8% | +2.1% | −1.3% | −36.4% | +13.6% | +17.7% | −4.2pp |
| 2024 | +36.7% | +34.0% | −1.5% | +9.9% | −14.2% | −2.5% | +30.7% | +0.2% | −28.7% | −37.0% | −3.3% | −19.2% | −23.8% | +24.9% | −48.7pp |
| 2023 | +66.7% | −41.0% | +6.8% | −24.3% | +30.1% | +171.5% | −26.1% | −9.7% | −14.8% | −34.5% | +24.5% | +20.1% | +56.1% | +26.2% | +29.9pp |
| 2022 | −21.8% | −24.7% | −11.8% | −12.3% | −30.5% | +45.6% | +42.3% | −8.9% | −47.0% | +36.7% | −8.7% | −14.7% | −66.2% | −18.2% | −48.1pp |
| 2021 | −22.7% | +13.0% | −13.4% | +9.8% | −50.8% | −7.1% | −21.6% | +5.6% | −16.2% | −9.5% | −21.7% | −11.2% | −83.4% | +28.7% | −112.1pp |
| 2020 · part | — | −28.0% | −7.6% | +48.5% | +5.4% | +8.0% | −34.0% | +3.4% | +5.1% | +4.2% | +5.8% | −3.9% | −14.5% | +18.3% | −32.9pp |
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. BDTX is on the price only (split-adjusted close; dividends NOT included) basis, SPY on the total return (splits + dividends) basis. THE TWO DIFFER: one series includes dividends and the other does not, so the Δ column flatters whichever one is on the total-return basis. Read it with that in mind — the bases are printed rather than silently reconciled.
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 ⓘ | 6 | 7 | 7 | 7 | 7 | 7 | 7 | 6 | 6 | 6 | 6 | 6 |
| Positive ⓘ | 67% | 29% | 14% | 71% | 43% | 57% | 43% | 67% | 33% | 50% | 33% | 17% |
| Median | +12.4% | −23.3% | −11.8% | +9.8% | −14.2% | +8.0% | −10.3% | +1.8% | −15.5% | −3.7% | −2.3% | −12.9% |
| Best | +66.7% | +34.0% | +6.8% | +48.5% | +30.1% | +171.5% | +42.3% | +5.6% | +37.8% | +36.7% | +24.5% | +20.1% |
| Worst | −22.7% | −41.0% | −22.9% | −24.3% | −50.8% | −16.7% | −34.0% | −9.7% | −47.0% | −37.0% | −21.7% | −36.4% |
| vs SPY ⓘ | +10.4pp | −20.1pp | −8.8pp | +10.5pp | −19.2pp | +6.2pp | −8.0pp | −2.9pp | −10.8pp | −8.4pp | −7.2pp | −12.4pp |
78 monthly observations across 2020–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
