| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | DBD | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +1.6% | +15.9% | −5.7% | +1.8% | −3.3% | +14.4% | −11.6% | — | — | — | — | — | +10.7% | +7.5% | +3.2pp |
| 2025 | +0.6% | +2.2% | −1.2% | +1.4% | +8.7% | +15.0% | +1.6% | +8.6% | −6.7% | +3.7% | +9.1% | +5.2% | +57.7% | +17.7% | +40.0pp |
| 2024 | +5.0% | +8.4% | +4.5% | −8.1% | +38.2% | −12.0% | +13.2% | +2.9% | −0.4% | +3.6% | −0.1% | −6.9% | +48.7% | +24.9% | +23.8pp |
| 2023 | +68.3% | +34.7% | −62.7% | −32.5% | −69.1% | −79.8% | +57.5% | +22246.3% | +6.3% | +0.2% | +35.3% | +12.7% | +1938.7% | +26.2% | +1912.6pp |
| 2022 | +3.2% | −6.9% | −22.6% | −39.1% | −24.1% | −27.0% | +42.3% | +7.7% | −29.9% | +2.0% | −13.7% | −34.0% | −84.3% | −18.2% | −66.1pp |
| 2021 | +28.1% | +6.3% | −2.7% | +6.2% | −9.8% | −5.2% | −18.9% | +4.5% | −7.1% | −11.0% | −9.9% | +11.6% | −15.1% | +28.7% | −43.8pp |
| 2020 | +9.0% | −39.0% | −49.9% | +40.1% | −2.8% | +26.5% | +15.0% | +19.7% | −8.4% | −18.5% | +52.0% | +12.6% | +0.9% | +18.3% | −17.4pp |
| 2019 | +70.7% | +116.2% | +20.5% | −8.9% | −15.8% | +7.8% | +51.9% | −19.4% | −0.1% | −37.5% | +3.9% | +45.3% | +324.1% | +31.2% | +292.9pp |
| 2018 | +12.8% | −14.3% | −1.9% | −0.3% | −25.1% | +3.9% | −5.0% | −58.1% | −5.3% | −13.3% | −16.2% | −23.9% | −84.7% | −4.6% | −80.1pp |
| 2017 | +8.2% | +11.4% | +1.7% | −8.1% | −5.9% | +5.9% | −16.4% | −12.1% | +11.7% | −15.5% | +0.1% | −14.8% | −33.8% | +21.7% | −55.5pp |
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. DBD 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 ⓘ | 15 | 15 | 15 | 15 | 15 | 15 | 15 | 15 | 15 | 15 | 15 | 15 |
| Positive ⓘ | 80% | 67% | 40% | 33% | 27% | 60% | 47% | 53% | 27% | 53% | 60% | 47% |
| Median | +5.0% | +8.4% | −1.2% | −3.4% | −3.3% | +3.9% | −2.7% | +1.5% | −4.3% | +0.2% | +1.5% | −0.3% |
| Best | +70.7% | +116.2% | +20.5% | +40.1% | +38.2% | +26.5% | +57.5% | +22246.3% | +11.7% | +23.8% | +52.0% | +45.3% |
| Worst | −9.9% | −39.0% | −62.7% | −39.1% | −69.1% | −79.8% | −18.9% | −58.1% | −29.9% | −37.5% | −16.2% | −34.0% |
| vs SPY ⓘ | +5.3pp | +3.5pp | +0.9pp | −5.3pp | −7.3pp | +3.3pp | −4.9pp | −0.8pp | −2.4pp | −6.1pp | +0.2pp | −1.4pp |
180 monthly observations across 2011–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
