| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | DLO | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −4.8% | −9.1% | +6.0% | +7.0% | −13.1% | +9.6% | +12.3% | — | — | — | — | — | +4.9% | +7.5% | −2.6pp |
| 2025 | +17.2% | −27.6% | −12.7% | +6.1% | +28.7% | +4.4% | −9.5% | +40.9% | −1.2% | +2.6% | −8.3% | +5.2% | +31.7% | +17.7% | +14.0pp |
| 2024 | −8.9% | +3.4% | −11.8% | −3.3% | −35.6% | −11.6% | −5.1% | +16.1% | −10.3% | +9.4% | +30.7% | −1.6% | −36.3% | +24.9% | −61.2pp |
| 2023 | +6.6% | −9.9% | +8.6% | −13.7% | −16.9% | +4.9% | +24.3% | +41.3% | −10.6% | −12.1% | +2.4% | +2.6% | +13.6% | +26.2% | −12.6pp |
| 2022 · part | — | — | — | — | — | — | — | — | — | — | −34.5% | +6.6% | −30.2% | −18.2% | −12.0pp |
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. DLO 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 | 4 | 4 | 3 | 3 | 3 | 4 | 4 |
| Positive ⓘ | 50% | 25% | 50% | 50% | 25% | 75% | 50% | 100% | 0% | 67% | 50% | 75% |
| Median | +0.9% | −9.5% | −2.9% | +1.4% | −15.0% | +4.6% | +3.6% | +40.9% | −10.3% | +2.6% | −2.9% | +3.9% |
| Best | +17.2% | +3.4% | +8.6% | +7.0% | +28.7% | +9.6% | +24.3% | +41.3% | −1.2% | +9.4% | +30.7% | +6.6% |
| Worst | −8.9% | −27.6% | −12.7% | −13.7% | −35.6% | −11.6% | −9.5% | +16.1% | −10.6% | −12.1% | −34.5% | −1.6% |
| vs SPY ⓘ | −3.0pp | −7.8pp | −1.1pp | −1.4pp | −17.8pp | −1.2pp | +4.2pp | +38.9pp | −5.8pp | +0.2pp | −7.6pp | +3.0pp |
45 monthly observations across 2022–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
