| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | DH | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −19.2% | −44.8% | −3.9% | −22.5% | −2.3% | −10.7% | −13.7% | — | — | — | — | — | −75.0% | +9.3% | −84.4pp |
| 2025 | +18.2% | −33.5% | −10.5% | −5.9% | +21.7% | +17.8% | +0.0% | +3.3% | +0.7% | −31.8% | +2.5% | +1.1% | −30.2% | +17.7% | −47.9pp |
| 2024 | −14.5% | +12.0% | −15.2% | −14.0% | −23.3% | +2.6% | −28.6% | +20.3% | −4.7% | −7.2% | +14.0% | −13.1% | −58.7% | +24.9% | −83.5pp |
| 2023 | +12.6% | −7.8% | −9.5% | +3.6% | −9.0% | +12.9% | +7.5% | −20.5% | −15.0% | −27.9% | +43.2% | +20.5% | −9.6% | +26.2% | −35.7pp |
| 2022 | −19.9% | +5.7% | +6.6% | −4.1% | −17.3% | +17.3% | +13.3% | −22.7% | −22.6% | +1.5% | −27.9% | −3.3% | −59.8% | −18.2% | −41.6pp |
| 2021 · part | — | — | — | — | — | — | — | — | — | −6.3% | −27.0% | −6.8% | −36.2% | +28.7% | −64.9pp |
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. DH 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 | 5 | 4 | 4 | 5 | 5 | 5 |
| Positive ⓘ | 40% | 40% | 20% | 20% | 20% | 80% | 40% | 50% | 25% | 20% | 60% | 40% |
| Median | −14.5% | −7.8% | −9.5% | −5.9% | −9.0% | +12.9% | +0.0% | −8.6% | −9.8% | −7.2% | +2.5% | −3.3% |
| Best | +18.2% | +12.0% | +6.6% | +3.6% | +21.7% | +17.8% | +13.3% | +20.3% | +0.7% | +1.5% | +43.2% | +20.5% |
| Worst | −19.9% | −44.8% | −15.2% | −22.5% | −23.3% | −10.7% | −28.6% | −22.7% | −22.6% | −31.8% | −27.9% | −13.1% |
| vs SPY ⓘ | −14.7pp | −5.2pp | −5.0pp | −5.0pp | −9.4pp | +6.5pp | −2.3pp | −8.7pp | −8.5pp | −13.3pp | +2.3pp | +1.0pp |
58 monthly observations across 2021–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
