| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | DBRG | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +0.3% | +0.4% | −0.1% | +0.9% | +0.5% | +1.0% | +0.4% | — | — | — | — | — | +3.5% | +9.3% | −5.9pp |
| 2025 | −2.7% | +3.6% | −22.3% | −4.8% | +31.7% | −6.3% | +3.8% | +6.2% | +2.6% | +1.1% | −17.9% | +58.1% | +36.5% | +17.7% | +18.8pp |
| 2024 | +12.0% | −6.5% | +5.0% | −14.7% | −17.0% | +0.5% | +3.1% | −11.6% | +13.2% | +11.0% | −16.5% | −13.8% | −35.5% | +24.9% | −60.4pp |
| 2023 | +35.3% | −17.1% | −2.2% | +3.7% | +0.2% | +18.1% | +8.9% | +8.7% | +1.0% | −9.8% | +8.9% | +1.7% | +60.8% | +26.2% | +34.6pp |
| 2022 | −12.4% | −0.7% | −0.7% | −3.3% | −13.5% | −18.9% | +12.3% | −18.8% | −29.7% | +2.3% | +12.7% | −24.1% | −67.1% | −18.2% | −48.9pp |
| 2021 · part | — | — | — | — | — | — | −11.9% | −0.9% | −12.6% | +11.1% | +18.8% | +4.6% | +5.4% | +28.7% | −23.3pp |
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. DBRG 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 ⓘ | 5 | 5 | 5 | 5 | 5 | 5 | 6 | 5 | 5 | 5 | 5 | 5 |
| Positive ⓘ | 60% | 40% | 20% | 40% | 60% | 60% | 83% | 40% | 60% | 80% | 60% | 60% |
| Median | +0.3% | −0.7% | −0.7% | −3.3% | +0.2% | +0.5% | +3.5% | −0.9% | +1.0% | +2.3% | +8.9% | +1.7% |
| Best | +35.3% | +3.6% | +5.0% | +3.7% | +31.7% | +18.1% | +12.3% | +8.7% | +13.2% | +11.1% | +18.8% | +58.1% |
| Worst | −12.4% | −17.1% | −22.3% | −14.7% | −17.0% | −18.9% | −11.9% | −18.8% | −29.7% | −9.8% | −17.9% | −24.1% |
| vs SPY ⓘ | −1.1pp | +1.3pp | −4.4pp | −3.9pp | −4.7pp | −3.0pp | +1.7pp | −3.8pp | −0.9pp | −1.3pp | −0.2pp | −2.9pp |
61 monthly observations across 2021–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
