| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | DOYU | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −6.3% | −17.1% | −4.9% | −2.8% | +7.4% | −11.3% | +1.5% | — | — | — | — | — | −30.6% | +7.5% | −38.1pp |
| 2025 | +39.9% | +19.3% | +4.5% | −0.3% | −11.9% | −1.2% | +33.6% | −10.9% | −2.6% | −8.6% | +3.8% | −4.6% | +58.7% | +17.7% | +41.0pp |
| 2024 | −18.6% | −2.7% | −12.4% | +30.2% | +18.2% | +8.4% | +53.8% | +11.5% | +19.3% | −0.1% | +5.7% | −2.0% | +144.8% | +24.9% | +120.0pp |
| 2023 | +30.0% | −31.3% | −4.8% | −6.7% | −13.1% | +8.8% | +14.3% | −15.0% | −4.5% | −11.5% | −18.6% | +35.3% | −32.1% | +26.2% | −58.3pp |
| 2022 | −20.5% | −1.9% | +1.0% | −14.9% | −27.1% | −7.0% | −5.0% | +31.6% | −33.3% | −0.0% | +31.0% | +6.9% | −47.0% | −18.2% | −28.8pp |
| 2021 | +18.7% | +9.2% | −27.4% | −12.5% | −13.3% | −13.4% | −41.1% | +6.2% | −23.1% | −4.3% | −11.7% | −5.0% | −76.1% | +28.7% | −104.9pp |
| 2020 | −4.5% | −4.0% | −17.5% | +18.4% | +18.6% | +28.2% | +16.6% | +24.4% | −21.1% | +15.8% | −13.3% | −16.6% | +30.6% | +18.3% | +12.2pp |
| 2019 · part | — | — | — | — | — | — | — | −3.2% | −13.4% | −5.1% | −4.0% | +13.5% | −13.3% | +31.2% | −44.5pp |
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. DOYU 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 ⓘ | 7 | 7 | 7 | 7 | 7 | 7 | 7 | 7 | 7 | 7 | 7 | 7 |
| Positive ⓘ | 43% | 29% | 29% | 29% | 43% | 43% | 71% | 57% | 14% | 14% | 43% | 43% |
| Median | −4.5% | −2.7% | −4.9% | −2.8% | −11.9% | −1.2% | +14.3% | +6.2% | −13.4% | −4.3% | −4.0% | −2.0% |
| Best | +39.9% | +19.3% | +4.5% | +30.2% | +18.6% | +28.2% | +53.8% | +31.6% | +19.3% | +15.8% | +31.0% | +35.3% |
| Worst | −20.5% | −31.3% | −27.4% | −14.9% | −27.1% | −13.4% | −41.1% | −15.0% | −33.3% | −11.5% | −18.6% | −16.6% |
| vs SPY ⓘ | −4.4pp | +1.0pp | −5.0pp | −6.1pp | −13.5pp | +1.3pp | +10.7pp | +3.2pp | −15.4pp | −8.1pp | −7.6pp | +0.4pp |
84 monthly observations across 2019–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
