| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | BTMD | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −19.6% | +1.4% | −36.3% | +64.4% | −9.9% | −5.5% | +17.5% | — | — | — | — | — | −14.6% | +9.3% | −24.0pp |
| 2025 | −17.6% | −14.1% | −23.8% | +0.0% | +3.9% | +16.2% | +1.2% | −15.5% | −12.8% | −4.3% | −5.7% | −3.9% | −57.9% | +17.7% | −75.6pp |
| 2024 | −23.3% | +57.0% | −2.5% | −5.0% | +20.9% | +12.2% | +6.2% | −20.8% | −11.1% | −8.6% | +29.6% | −6.5% | +25.1% | +24.9% | +0.2pp |
| 2023 | +10.7% | +12.8% | +32.8% | +4.4% | −15.3% | +23.6% | +0.9% | −27.6% | +3.6% | +4.1% | −6.4% | −1.0% | +32.4% | +26.2% | +6.3pp |
| 2022 · part | — | — | — | — | — | −42.0% | −4.5% | +22.2% | −2.7% | +5.1% | −11.3% | −6.5% | −42.6% | −18.2% | −24.4pp |
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. BTMD 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 ⓘ | 4 | 4 | 4 | 4 | 4 | 5 | 5 | 4 | 4 | 4 | 4 | 4 |
| Positive ⓘ | 25% | 75% | 25% | 50% | 50% | 60% | 80% | 25% | 25% | 50% | 25% | 0% |
| Median | −18.6% | +7.1% | −13.2% | +2.2% | −3.0% | +12.2% | +1.2% | −18.1% | −6.9% | −0.1% | −6.1% | −5.2% |
| Best | +10.7% | +57.0% | +32.8% | +64.4% | +20.9% | +23.6% | +17.5% | +22.2% | +3.6% | +5.1% | +29.6% | −1.0% |
| Worst | −23.3% | −14.1% | −36.3% | −5.0% | −15.3% | −42.0% | −4.5% | −27.6% | −12.8% | −8.6% | −11.3% | −6.5% |
| vs SPY ⓘ | −20.7pp | +8.8pp | −12.0pp | +1.8pp | −8.8pp | +8.6pp | −1.1pp | −20.3pp | −3.4pp | −4.9pp | −10.7pp | −4.0pp |
50 monthly observations across 2022–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
