| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | DLPN | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +3.2% | +1.9% | −10.4% | −4.1% | −12.8% | −6.5% | −10.4% | — | — | — | — | — | −34.0% | +7.5% | −41.5pp |
| 2025 | −1.9% | +6.7% | −9.8% | +5.9% | +0.0% | +7.5% | −1.7% | +5.3% | +7.6% | +35.9% | −6.9% | −3.7% | +45.8% | +17.7% | +28.1pp |
| 2024 | −17.5% | −5.7% | +9.8% | −14.4% | −12.0% | −14.4% | −15.7% | −11.9% | −10.0% | −7.1% | −4.3% | −4.5% | −68.7% | +24.9% | −93.6pp |
| 2023 | +21.0% | −14.2% | −3.7% | +2.8% | +2.2% | −9.5% | +25.6% | −14.8% | −2.2% | −11.1% | −1.9% | +8.9% | −5.5% | +26.2% | −31.7pp |
| 2022 | −37.3% | −21.5% | +24.3% | −26.3% | −0.3% | −17.5% | +45.6% | −8.7% | −36.9% | +12.5% | −15.8% | −27.9% | −78.8% | −18.2% | −60.6pp |
| 2021 | +14.1% | +20.1% | +172.7% | −12.6% | −23.0% | +9.1% | −16.1% | +72.3% | −10.0% | −7.4% | −22.2% | −2.7% | +150.6% | +28.7% | +121.9pp |
| 2020 | −2.7% | −3.4% | −18.7% | −7.6% | +1.0% | +74.0% | −1.4% | −1.3% | −18.5% | −8.3% | +3.1% | +4.3% | −2.9% | +18.3% | −21.2pp |
| 2019 | +97.4% | +9.9% | −1.2% | −12.1% | −23.4% | −5.4% | +11.4% | −12.4% | −18.0% | −11.9% | −27.0% | +29.6% | −9.1% | +31.2% | −40.3pp |
| 2018 | −8.1% | −7.3% | +14.7% | −4.8% | −6.3% | +11.5% | −17.1% | −7.9% | −17.2% | −11.1% | −35.3% | −39.4% | −78.6% | −4.6% | −74.0pp |
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. DLPN 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 ⓘ | 9 | 9 | 9 | 9 | 9 | 9 | 9 | 8 | 8 | 8 | 8 | 8 |
| Positive ⓘ | 44% | 44% | 44% | 22% | 22% | 44% | 33% | 25% | 13% | 25% | 13% | 38% |
| Median | −1.9% | −3.4% | −1.2% | −7.6% | −6.3% | −5.4% | −1.7% | −8.3% | −13.6% | −7.9% | −11.3% | −3.2% |
| Best | +97.4% | +20.1% | +172.7% | +5.9% | +2.2% | +74.0% | +45.6% | +72.3% | +7.6% | +35.9% | +3.1% | +29.6% |
| Worst | −37.3% | −21.5% | −18.7% | −26.3% | −23.4% | −17.5% | −17.1% | −14.8% | −36.9% | −11.9% | −35.3% | −39.4% |
| vs SPY ⓘ | −2.6pp | +2.7pp | −3.0pp | −14.6pp | −8.7pp | −5.5pp | −7.3pp | −9.5pp | −13.4pp | −6.0pp | −16.2pp | −2.9pp |
103 monthly observations across 2018–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
