| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | DOCU | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −23.2% | −14.2% | +5.2% | −3.0% | +14.2% | −15.4% | +22.2% | — | — | — | — | — | −20.6% | +9.3% | −30.0pp |
| 2025 | +7.5% | −14.0% | −2.1% | +0.4% | +8.4% | −12.1% | −2.9% | +1.3% | −6.0% | +1.5% | −5.2% | −1.4% | −23.9% | +17.7% | −41.7pp |
| 2024 | +2.5% | −12.6% | +11.8% | −5.0% | −3.3% | −2.3% | +3.7% | +6.7% | +4.9% | +11.7% | +14.9% | +12.9% | +51.3% | +24.9% | +26.4pp |
| 2023 | +9.4% | +1.2% | −5.0% | −15.2% | +14.1% | −9.4% | +5.3% | −6.5% | −16.5% | −7.4% | +10.9% | +37.9% | +7.3% | +26.2% | −18.9pp |
| 2022 | −17.4% | −5.8% | −9.5% | −24.4% | +3.6% | −31.6% | +11.5% | −9.0% | −8.2% | −9.7% | −2.5% | +17.7% | −63.6% | −18.2% | −45.4pp |
| 2021 | +4.8% | −2.7% | −10.7% | +10.1% | −9.6% | +38.7% | +6.6% | −0.6% | −13.1% | +8.1% | −11.5% | −38.2% | −31.5% | +28.7% | −60.2pp |
| 2020 | +5.9% | +9.9% | +7.1% | +13.4% | +33.4% | +23.2% | +25.9% | +2.8% | −3.5% | −6.0% | +12.7% | −2.4% | +200.0% | +18.3% | +181.6pp |
| 2019 | +23.4% | +11.5% | −6.0% | +9.3% | −1.1% | −11.3% | +4.0% | −9.7% | +32.6% | +6.9% | +7.6% | +4.1% | +84.9% | +31.2% | +53.7pp |
| 2018 · part | — | — | — | — | +28.9% | +6.3% | +1.8% | +15.8% | −15.8% | −20.2% | −0.4% | −4.0% | +3.8% | −4.6% | +8.3pp |
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. DOCU 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 ⓘ | 8 | 8 | 8 | 8 | 9 | 9 | 9 | 8 | 8 | 8 | 8 | 8 |
| Positive ⓘ | 75% | 38% | 38% | 50% | 67% | 33% | 89% | 50% | 25% | 50% | 50% | 50% |
| Median | +5.4% | −4.3% | −3.5% | −1.3% | +8.4% | −9.4% | +5.3% | +0.4% | −7.1% | −2.3% | +3.6% | +1.4% |
| Best | +23.4% | +11.5% | +11.8% | +13.4% | +33.4% | +38.7% | +25.9% | +15.8% | +32.6% | +11.7% | +14.9% | +37.9% |
| Worst | −23.2% | −14.2% | −10.7% | −24.4% | −9.6% | −31.6% | −2.9% | −9.7% | −16.5% | −20.2% | −11.5% | −38.2% |
| vs SPY ⓘ | +4.0pp | −4.2pp | −2.2pp | −0.1pp | +5.3pp | −14.4pp | +2.5pp | −3.9pp | −4.1pp | −2.2pp | −0.3pp | +3.0pp |
99 monthly observations across 2018–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
