| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | DYN | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −8.5% | −12.7% | +16.1% | −3.2% | +10.1% | +14.9% | +13.0% | — | — | — | — | — | +28.3% | +7.5% | +20.8pp |
| 2025 | −39.6% | −4.3% | −23.1% | +12.7% | +1.4% | −20.4% | +3.5% | +37.0% | −6.2% | +78.5% | −3.0% | −10.7% | −17.0% | +17.7% | −34.7pp |
| 2024 | +60.9% | +25.7% | +5.5% | −10.8% | +26.0% | +10.7% | +21.6% | +7.4% | −22.1% | −19.7% | +6.1% | −23.0% | +77.1% | +24.9% | +52.3pp |
| 2023 | +26.0% | −11.8% | −10.6% | −10.1% | +25.8% | −13.7% | +8.3% | −6.4% | −21.4% | −21.3% | +57.2% | +20.0% | +14.8% | +26.2% | −11.4pp |
| 2022 | −37.6% | +15.5% | +12.5% | −17.2% | −39.7% | +42.8% | +52.7% | −6.6% | +29.6% | −10.2% | +2.6% | −0.9% | −2.5% | −18.2% | +15.7pp |
| 2021 | −8.0% | −4.4% | −15.9% | +26.7% | −2.9% | +10.1% | −14.1% | −6.3% | −4.1% | −10.7% | −2.1% | −16.3% | −43.4% | +28.7% | −72.1pp |
| 2020 | — | — | — | — | — | — | — | — | +57.6% | +2.4% | −2.5% | +4.2% | +63.9% | +18.3% | +45.6pp |
| 2018 · part | +5.7% | −2.3% | +10.5% | −5.3% | — | — | — | — | — | — | — | — | +8.1% | −4.6% | +12.7pp |
| 2017 | +12.9% | −15.8% | −2.2% | −18.3% | +28.8% | +0.0% | +8.6% | +4.9% | +3.9% | +27.2% | −2.6% | −2.3% | +40.1% | +21.7% | +18.4pp |
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. DYN 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 ⓘ | 12 | 12 | 12 | 12 | 11 | 11 | 11 | 10 | 11 | 11 | 12 | 12 |
| Positive ⓘ | 42% | 33% | 67% | 50% | 64% | 45% | 55% | 40% | 27% | 45% | 42% | 33% |
| Median | −6.7% | −3.3% | +8.6% | −0.1% | +6.9% | +0.0% | +3.5% | −3.7% | −4.1% | −6.0% | −1.6% | −2.3% |
| Best | +60.9% | +25.7% | +42.6% | +26.7% | +28.8% | +42.8% | +52.7% | +37.0% | +57.6% | +78.5% | +57.2% | +20.0% |
| Worst | −39.6% | −15.8% | −23.1% | −18.3% | −39.7% | −20.4% | −23.7% | −16.3% | −22.1% | −21.3% | −18.8% | −23.0% |
| vs SPY ⓘ | −4.3pp | −3.5pp | +7.3pp | −2.3pp | +4.9pp | −0.6pp | +1.2pp | +1.1pp | −3.7pp | −12.3pp | −2.3pp | −3.9pp |
137 monthly observations across 2012–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
