| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | DTEAF | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −13.2% | −9.0% | +6.3% | +33.1% | −12.0% | +0.9% | −4.2% | — | — | — | — | — | −4.9% | +7.5% | −12.4pp |
| 2025 | +70.0% | −12.6% | −1.1% | −22.3% | +50.6% | +15.8% | −2.6% | −6.3% | −25.4% | +9.1% | +11.5% | +0.0% | +65.2% | +17.7% | +47.4pp |
| 2024 | +11.8% | −23.5% | +1.7% | −8.2% | −39.3% | −17.1% | −11.3% | −9.5% | +131.6% | −2.3% | +3.5% | +55.4% | +17.5% | +24.9% | −7.4pp |
| 2023 · part | — | — | — | — | −10.4% | +20.7% | −14.1% | −10.7% | −0.3% | −6.4% | −2.9% | +3.1% | −22.5% | +26.2% | −48.6pp |
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. DTEAF 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.
