| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | DPST | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +16.8% | −11.5% | −7.0% | +21.4% | −2.7% | +24.5% | +2.4% | — | — | — | — | — | +44.7% | +9.3% | +35.4pp |
| 2025 | +17.2% | −11.2% | −23.9% | −21.8% | +13.0% | +14.3% | +1.2% | +26.3% | −9.4% | −18.3% | +13.5% | +9.5% | −5.9% | +17.7% | −23.6pp |
| 2024 | −17.6% | −11.9% | +13.7% | −20.5% | +9.8% | +1.8% | +61.2% | −5.7% | −6.4% | +9.9% | +43.1% | −29.6% | +15.5% | +24.9% | −9.4pp |
| 2023 | +15.2% | −4.0% | −69.0% | −10.8% | −29.9% | +13.0% | +64.0% | −25.4% | −17.4% | −17.5% | +41.1% | +54.7% | −55.8% | +26.2% | −82.0pp |
| 2022 | +0.7% | +10.1% | −22.9% | −29.1% | +9.9% | −26.9% | +30.3% | −6.9% | −17.1% | +24.2% | +0.2% | −24.6% | −54.1% | −18.2% | −35.9pp |
| 2021 | +10.7% | +62.0% | +7.8% | +7.7% | +8.7% | −21.2% | −15.3% | +15.0% | +8.3% | +13.6% | −6.6% | +4.4% | +108.3% | +28.7% | +79.6pp |
| 2020 | −20.3% | −34.8% | −79.7% | +37.0% | −11.4% | −7.9% | −11.6% | +6.1% | −21.7% | +48.3% | +39.7% | +30.9% | −76.5% | +18.3% | −94.9pp |
| 2019 | +45.3% | +20.5% | −26.6% | +27.0% | −28.8% | +21.7% | +8.2% | −27.5% | +17.6% | +3.8% | +13.0% | +11.6% | +70.7% | +31.2% | +39.4pp |
| 2018 | +17.3% | −5.6% | −6.5% | +4.8% | +6.2% | −9.7% | +1.5% | +7.0% | −16.4% | −26.9% | +8.7% | −42.3% | −56.8% | −4.6% | −52.2pp |
| 2017 | −2.3% | +10.4% | −14.7% | −5.2% | −12.4% | +19.3% | −3.7% | −13.8% | +29.3% | +1.2% | +10.8% | −2.3% | +7.3% | +21.7% | −14.4pp |
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. DPST 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 ⓘ | 11 | 11 | 11 | 11 | 11 | 11 | 11 | 10 | 11 | 11 | 11 | 11 |
| Positive ⓘ | 64% | 45% | 27% | 55% | 55% | 55% | 73% | 50% | 27% | 73% | 91% | 55% |
| Median | +10.7% | −4.0% | −14.7% | +4.8% | +4.9% | +1.8% | +2.4% | +0.2% | −6.4% | +3.8% | +13.5% | +4.4% |
| Best | +45.3% | +62.0% | +18.5% | +37.0% | +13.0% | +24.5% | +64.0% | +26.3% | +29.3% | +48.3% | +65.6% | +54.7% |
| Worst | −34.5% | −34.8% | −79.7% | −29.1% | −29.9% | −26.9% | −15.3% | −27.5% | −21.7% | −26.9% | −6.6% | −42.3% |
| vs SPY ⓘ | +8.9pp | −1.5pp | −14.8pp | +2.4pp | +3.2pp | −1.7pp | +3.1pp | −1.9pp | −7.9pp | +4.7pp | +13.3pp | −0.2pp |
131 monthly observations across 2015–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
