| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | DMA | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −0.1% | −3.7% | −3.5% | −6.2% | −2.3% | +5.3% | +0.9% | — | — | — | — | — | −9.6% | +7.5% | −17.1pp |
| 2025 | +2.4% | +1.6% | −2.8% | −0.0% | +5.4% | +0.6% | +0.8% | +0.5% | −0.7% | −0.1% | +0.8% | +3.1% | +12.0% | +17.7% | −5.7pp |
| 2024 | +17.7% | +7.8% | −1.0% | −8.1% | +4.6% | +7.3% | +4.0% | −0.2% | +3.6% | +0.2% | +3.0% | −1.8% | +41.1% | +24.9% | +16.2pp |
| 2023 | −0.2% | +0.8% | −10.2% | −1.3% | −4.9% | −8.8% | −0.2% | +20.4% | −0.7% | +1.8% | −0.5% | +2.8% | −3.8% | +26.2% | −30.0pp |
| 2022 · part | — | −4.5% | +14.5% | −5.6% | −2.4% | −14.6% | +4.3% | +6.1% | −12.2% | +0.5% | +6.4% | +0.7% | −10.0% | −18.2% | +8.2pp |
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. DMA 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 | 5 | 5 | 5 | 5 | 5 | 5 | 4 | 4 | 4 | 4 | 4 |
| Positive ⓘ | 50% | 60% | 20% | 0% | 40% | 60% | 80% | 75% | 25% | 75% | 75% | 75% |
| Median | +1.1% | +0.8% | −2.8% | −5.6% | −2.3% | +0.6% | +0.9% | +3.3% | −0.7% | +0.4% | +1.9% | +1.8% |
| Best | +17.7% | +7.8% | +14.5% | −0.0% | +5.4% | +7.3% | +4.3% | +20.4% | +3.6% | +1.8% | +6.4% | +3.1% |
| Worst | −0.2% | −4.5% | −10.2% | −8.1% | −4.9% | −14.6% | −0.2% | −0.2% | −12.2% | −0.1% | −0.5% | −1.8% |
| vs SPY ⓘ | −1.0pp | +2.6pp | +1.5pp | −2.9pp | −2.6pp | −4.5pp | −1.5pp | +4.3pp | −0.7pp | −0.7pp | −1.2pp | +1.8pp |
54 monthly observations across 2022–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
