| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | DOCS | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −15.4% | −34.5% | −5.0% | +4.9% | −12.4% | −3.1% | +4.3% | — | — | — | — | — | −51.2% | +7.5% | −58.7pp |
| 2025 | +10.7% | +19.3% | −17.7% | −2.0% | −8.4% | +17.8% | −4.2% | +15.6% | +7.7% | −9.8% | −22.1% | −13.9% | −17.1% | +17.7% | −34.8pp |
| 2024 | −3.9% | +4.7% | −4.7% | −9.7% | +14.2% | +0.9% | +0.1% | +31.4% | +18.5% | −4.2% | +27.0% | +0.7% | +90.4% | +24.9% | +65.5pp |
| 2023 | +5.1% | −4.6% | −3.7% | +13.5% | −16.5% | +10.9% | +5.0% | −33.3% | −11.0% | −3.7% | +13.8% | +20.6% | −16.4% | +26.2% | −42.6pp |
| 2022 | −9.1% | +34.6% | −15.1% | −23.5% | −12.2% | −0.5% | +21.5% | −21.6% | −8.9% | −12.4% | +28.4% | −1.3% | −33.1% | −18.2% | −14.9pp |
| 2021 · part | — | — | — | — | — | — | +6.4% | +48.6% | −12.3% | −13.9% | −2.6% | −25.9% | −13.9% | +28.7% | −42.6pp |
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. DOCS 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 ⓘ | 40% | 60% | 0% | 40% | 20% | 60% | 83% | 60% | 40% | 0% | 60% | 40% |
| Median | −3.9% | +4.7% | −5.0% | −2.0% | −12.2% | +0.9% | +4.7% | +15.6% | −8.9% | −9.8% | +13.8% | −1.3% |
| Best | +10.7% | +34.6% | −3.7% | +13.5% | +14.2% | +17.8% | +21.5% | +48.6% | +18.5% | −3.7% | +28.4% | +20.6% |
| Worst | −15.4% | −34.5% | −17.7% | −23.5% | −16.5% | −3.1% | −4.2% | −33.3% | −12.3% | −13.9% | −22.1% | −25.9% |
| vs SPY ⓘ | −3.8pp | −0.5pp | −7.9pp | −5.6pp | −14.7pp | +4.4pp | +2.8pp | +13.6pp | +0.3pp | −12.2pp | +4.7pp | +3.1pp |
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.
