| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | BITX | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −10.6% | −42.4% | +3.5% | +24.9% | −3.1% | −42.0% | +20.1% | — | — | — | — | — | −55.0% | +7.5% | −62.6pp |
| 2025 | +14.0% | −33.1% | −8.7% | +25.8% | +20.8% | +3.3% | +15.0% | −16.3% | +9.4% | −10.8% | −33.8% | −9.9% | −38.7% | +17.7% | −56.4pp |
| 2024 | −2.9% | +98.7% | +21.3% | −34.7% | +26.4% | −24.3% | +13.0% | −25.5% | +13.6% | +18.0% | +84.1% | −13.3% | +163.4% | +24.9% | +138.5pp |
| 2023 · part | — | — | — | — | — | — | −11.1% | −23.6% | +4.4% | +60.5% | +12.6% | +18.3% | +51.7% | +26.2% | +25.6pp |
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. BITX 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 ⓘ | 3 | 3 | 3 | 3 | 3 | 3 | 4 | 3 | 3 | 3 | 3 | 3 |
| Positive ⓘ | 33% | 33% | 67% | 67% | 67% | 33% | 75% | 0% | 100% | 67% | 67% | 33% |
| Median | −2.9% | −33.1% | +3.5% | +24.9% | +20.8% | −24.3% | +14.0% | −23.6% | +9.4% | +18.0% | +12.6% | −9.9% |
| Best | +14.0% | +98.7% | +21.3% | +25.8% | +26.4% | +3.3% | +20.1% | −16.3% | +13.6% | +60.5% | +84.1% | +18.3% |
| Worst | −10.6% | −42.4% | −8.7% | −34.7% | −3.1% | −42.0% | −11.1% | −25.5% | +4.4% | −10.8% | −33.8% | −13.3% |
| vs SPY ⓘ | −4.5pp | −31.8pp | +8.5pp | +14.4pp | +14.5pp | −27.9pp | +12.3pp | −21.9pp | +9.2pp | +18.9pp | +3.5pp | −10.0pp |
37 monthly observations across 2023–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
