| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | DSGN | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +8.8% | +2.3% | +1.9% | +27.8% | −22.9% | +38.1% | −12.8% | — | — | — | — | — | +34.5% | +7.5% | +27.0pp |
| 2025 | −21.4% | +0.2% | −20.6% | +25.9% | −23.3% | −9.7% | +14.8% | +42.9% | +36.2% | −11.0% | +40.1% | −0.1% | +52.0% | +17.7% | +34.3pp |
| 2024 | −10.6% | +17.3% | +45.0% | −12.7% | +15.1% | −17.3% | +52.2% | −6.9% | +13.3% | −2.6% | +14.5% | +2.8% | +132.8% | +24.9% | +107.9pp |
| 2023 | −23.5% | −9.9% | −18.4% | +11.8% | −12.7% | +11.9% | +29.2% | −69.5% | −4.8% | −13.6% | +17.6% | +10.4% | −74.2% | +26.2% | −100.3pp |
| 2022 | — | — | — | — | — | — | — | — | — | −41.3% | −10.4% | −26.7% | −61.4% | −18.2% | −43.3pp |
| 2021 · part | — | — | — | −11.0% | — | — | — | — | — | — | — | — | −11.0% | +28.7% | −39.8pp |
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. DSGN 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 ⓘ | 4 | 4 | 4 | 5 | 4 | 4 | 4 | 3 | 3 | 4 | 4 | 4 |
| Positive ⓘ | 25% | 75% | 50% | 60% | 25% | 50% | 75% | 33% | 67% | 0% | 75% | 50% |
| Median | −16.0% | +1.2% | −8.2% | +11.8% | −17.8% | +1.1% | +22.0% | −6.9% | +13.3% | −12.3% | +16.1% | +1.4% |
| Best | +8.8% | +17.3% | +45.0% | +27.8% | +15.1% | +38.1% | +52.2% | +42.9% | +36.2% | −2.6% | +40.1% | +10.4% |
| Worst | −23.5% | −9.9% | −20.6% | −12.7% | −23.3% | −17.3% | −12.8% | −69.5% | −4.8% | −41.3% | −10.4% | −26.7% |
| vs SPY ⓘ | −18.1pp | +2.3pp | −4.1pp | +10.2pp | −20.7pp | −4.7pp | +19.2pp | −9.2pp | +11.2pp | −12.4pp | +8.5pp | +2.5pp |
47 monthly observations across 2021–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
