| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | DTST | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −12.7% | −10.5% | −5.9% | +5.4% | −6.0% | −7.5% | −15.8% | — | — | — | — | — | −43.3% | +7.5% | −50.8pp |
| 2025 | +5.9% | −11.4% | −8.6% | −3.0% | +6.5% | −8.5% | +37.6% | −3.6% | −5.1% | −3.7% | +6.3% | +15.8% | +21.0% | +17.7% | +3.3pp |
| 2024 | +27.4% | +13.4% | +37.5% | −15.4% | +47.5% | −8.1% | −17.5% | −24.0% | −8.3% | −8.8% | +14.0% | +7.9% | +46.9% | +24.9% | +22.0pp |
| 2023 | +17.6% | +3.4% | +1.1% | −3.8% | +8.6% | +22.6% | +22.5% | +27.5% | −11.0% | −15.4% | +18.2% | −11.1% | +94.6% | +26.2% | +68.4pp |
| 2022 | −1.6% | +16.6% | −8.0% | −13.3% | +11.4% | −21.5% | +2.0% | −4.8% | −14.3% | −2.0% | −8.5% | −19.1% | −51.6% | −18.2% | −33.5pp |
| 2021 | +28.6% | +69.8% | −27.7% | +2.8% | +2386.8% | +3.2% | −31.0% | +2.5% | +7.8% | −5.9% | −13.2% | −15.7% | +2085.7% | +28.7% | +2057.0pp |
| 2020 | +5.6% | +0.0% | +7.7% | +0.0% | −21.4% | +9.1% | +9.2% | +42.0% | −8.6% | −12.5% | −5.9% | +0.0% | +13.7% | +18.3% | −4.6pp |
| 2019 | +14.3% | +3.1% | +1.5% | −11.9% | +20.8% | −0.4% | −9.3% | −6.8% | −21.2% | +39.6% | −24.2% | −1.5% | −12.1% | +31.2% | −43.3pp |
| 2018 | +152.1% | −33.3% | −25.0% | +68.1% | −14.0% | +23.1% | −0.1% | +21.8% | −17.9% | +15.6% | +0.0% | −24.3% | +96.1% | −4.6% | +100.6pp |
| 2017 | +23.2% | +15.9% | +37.5% | −18.0% | +10.9% | +18.4% | +7.5% | −41.1% | −6.1% | +27.8% | −11.1% | −10.7% | +27.5% | +21.7% | +5.8pp |
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. DTST 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 ⓘ | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 |
| Positive ⓘ | 80% | 60% | 50% | 30% | 70% | 50% | 50% | 40% | 10% | 40% | 40% | 20% |
| Median | +15.9% | +3.3% | −2.4% | −3.4% | +9.7% | +1.4% | +1.0% | −4.2% | −8.4% | −2.8% | −3.0% | −10.9% |
| Best | +152.1% | +69.8% | +37.5% | +68.1% | +2386.8% | +23.1% | +37.6% | +42.0% | +7.8% | +75.0% | +174.3% | +15.8% |
| Worst | −12.7% | −33.3% | −27.7% | −18.0% | −21.4% | −21.5% | −31.0% | −41.1% | −21.2% | −15.4% | −24.2% | −41.7% |
| vs SPY ⓘ | +8.8pp | +6.9pp | −1.8pp | −5.3pp | +8.8pp | −2.8pp | −5.5pp | −2.9pp | −7.2pp | −7.0pp | −7.1pp | −12.7pp |
120 monthly observations across 2016–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
