| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | HODL | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −4.2% | −21.7% | +3.3% | +12.7% | −0.7% | −22.5% | +10.2% | — | — | — | — | — | −26.0% | +9.3% | −35.3pp |
| 2025 | +8.6% | −17.1% | −2.1% | +14.2% | +11.2% | +2.9% | +8.4% | −7.4% | +5.7% | −4.1% | −17.3% | −3.6% | −6.4% | +17.7% | −24.1pp |
| 2024 · part | — | +45.8% | +14.4% | −16.8% | +14.5% | −11.3% | +8.8% | −10.2% | +8.3% | +10.2% | +38.7% | −3.7% | +119.5% | +24.9% | +94.6pp |
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. HODL 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 ⓘ | 2 | 3 | 3 | 3 | 3 | 3 | 3 | 2 | 2 | 2 | 2 | 2 |
| Positive ⓘ | 50% | 33% | 67% | 67% | 67% | 33% | 100% | 0% | 100% | 50% | 50% | 0% |
| Median | +2.2% | −17.1% | +3.3% | +12.7% | +11.2% | −11.3% | +8.8% | −8.8% | +7.0% | +3.0% | +10.7% | −3.6% |
| Best | +8.6% | +45.8% | +14.4% | +14.2% | +14.5% | +2.9% | +10.2% | −7.4% | +8.3% | +10.2% | +38.7% | −3.6% |
| Worst | −4.2% | −21.7% | −2.1% | −16.8% | −0.7% | −22.5% | +8.4% | −10.2% | +5.7% | −4.1% | −17.3% | −3.7% |
| vs SPY ⓘ | +0.1pp | −15.8pp | +8.2pp | +2.2pp | +4.9pp | −14.8pp | +7.6pp | −11.0pp | +4.2pp | +2.3pp | +7.6pp | −2.5pp |
30 monthly observations across 2024–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
