| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | DSGR | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +3.7% | +5.3% | −12.2% | +3.1% | −0.2% | +1.3% | +26.3% | — | — | — | — | — | +26.1% | +7.5% | +18.6pp |
| 2025 | −6.3% | −8.6% | −5.0% | −7.0% | +4.6% | +0.8% | +9.1% | +7.5% | −6.6% | −9.1% | +1.5% | −1.3% | −20.4% | +17.7% | −38.1pp |
| 2024 | +1.1% | −1.6% | +13.0% | −7.1% | +1.2% | −10.1% | +12.5% | +10.3% | +3.5% | −0.0% | +1.6% | −12.1% | +9.0% | +24.9% | −15.9pp |
| 2023 | +12.0% | +7.5% | +2.4% | +2.7% | −3.5% | +15.6% | +6.5% | −7.1% | +0.9% | +16.0% | −15.6% | +24.0% | +71.2% | +26.2% | +45.1pp |
| 2022 · part | — | — | — | — | — | +33.9% | −3.5% | −19.9% | −29.1% | +6.8% | +17.9% | +4.0% | −4.0% | −18.2% | +14.2pp |
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. DSGR 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 | 4 | 4 | 5 | 5 | 4 | 4 | 4 | 4 | 4 |
| Positive ⓘ | 75% | 50% | 50% | 50% | 50% | 80% | 80% | 50% | 50% | 50% | 75% | 50% |
| Median | +2.4% | +1.9% | −1.3% | −2.2% | +0.5% | +1.3% | +9.1% | +0.2% | −2.9% | +3.4% | +1.6% | +1.3% |
| Best | +12.0% | +7.5% | +13.0% | +3.1% | +4.6% | +33.9% | +26.3% | +10.3% | +3.5% | +16.0% | +17.9% | +24.0% |
| Worst | −6.3% | −8.6% | −12.2% | −7.1% | −3.5% | −10.1% | −3.5% | −19.9% | −29.1% | −9.1% | −15.6% | −12.1% |
| vs SPY ⓘ | +0.9pp | −0.3pp | −0.4pp | −4.6pp | −3.9pp | +2.3pp | +6.8pp | −0.0pp | −4.4pp | −0.2pp | −1.5pp | +4.2pp |
50 monthly observations across 2022–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
