| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | DRH | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +2.5% | +9.4% | −5.8% | +8.9% | +7.7% | +11.6% | +6.0% | — | — | — | — | — | +46.6% | +9.3% | +37.2pp |
| 2025 | −2.8% | −6.3% | −5.2% | −4.9% | +4.1% | +1.3% | +0.8% | +10.9% | −6.1% | −1.8% | +16.5% | −0.3% | +3.7% | +17.7% | −14.1pp |
| 2024 | −2.7% | +2.8% | +2.6% | −7.4% | −4.8% | +0.1% | −2.6% | +6.8% | −0.3% | −1.8% | +8.3% | −0.2% | −0.3% | +24.9% | −25.2pp |
| 2023 | +17.6% | −9.4% | −6.4% | −0.2% | −3.2% | +2.4% | +6.1% | −5.2% | +0.0% | −3.7% | +7.6% | +13.2% | +16.3% | +26.2% | −9.8pp |
| 2022 | −2.7% | +2.1% | +5.8% | +5.1% | −3.1% | −20.2% | +13.0% | −5.9% | −13.6% | +24.4% | +0.7% | −12.3% | −13.8% | −18.2% | +4.4pp |
| 2021 | −0.6% | +23.4% | +1.8% | +1.2% | −7.1% | +0.2% | −11.2% | +5.0% | +4.5% | −4.3% | −3.7% | +10.3% | +16.5% | +28.7% | −12.2pp |
| 2020 | −12.7% | −5.7% | −44.3% | +22.6% | −3.9% | −7.7% | −16.5% | +14.7% | −4.3% | −2.6% | +52.2% | +9.7% | −25.5% | +18.3% | −43.9pp |
| 2019 | +13.5% | +5.2% | +2.5% | +0.3% | −8.7% | +5.7% | −2.6% | −6.0% | +9.6% | −2.6% | +3.2% | +8.8% | +29.8% | +31.2% | −1.5pp |
| 2018 | +4.2% | −12.6% | +2.8% | +5.8% | +15.2% | −2.5% | −2.9% | +0.3% | −1.4% | −10.5% | +0.9% | −13.9% | −16.8% | −4.6% | −12.3pp |
| 2017 | −2.3% | −3.5% | +3.8% | −1.3% | +0.7% | −0.2% | +6.7% | −5.9% | +0.8% | −0.8% | +3.0% | +2.0% | +2.4% | +21.7% | −19.3pp |
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. DRH 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 ⓘ | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 |
| Positive ⓘ | 48% | 38% | 67% | 67% | 48% | 43% | 48% | 52% | 43% | 43% | 71% | 71% |
| Median | −0.6% | −2.0% | +2.8% | +3.3% | −2.9% | −1.1% | −1.6% | +0.3% | −0.1% | −1.8% | +3.1% | +2.8% |
| Best | +17.6% | +23.4% | +29.8% | +61.8% | +15.2% | +11.6% | +13.0% | +14.7% | +18.2% | +29.5% | +52.2% | +36.3% |
| Worst | −19.1% | −24.6% | −44.3% | −12.0% | −16.8% | −20.2% | −16.5% | −24.3% | −13.6% | −43.1% | −28.2% | −13.9% |
| vs SPY ⓘ | −0.3pp | −2.4pp | +0.9pp | −1.6pp | −2.4pp | −3.1pp | −2.8pp | −0.6pp | −1.6pp | −1.6pp | −0.5pp | +2.2pp |
252 monthly observations across 2005–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
