| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | LTUM | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +7.6% | +0.0% | −28.3% | −2.1% | −15.1% | −23.7% | +0.0% | — | — | — | — | — | −51.1% | +7.5% | −58.6pp |
| 2025 | −8.7% | −6.1% | −19.4% | +44.0% | −13.9% | +61.3% | −38.0% | +25.4% | −4.8% | +205.4% | +4.4% | −22.0% | +154.4% | +17.7% | +136.7pp |
| 2024 | −28.7% | −6.0% | −7.5% | −7.4% | −9.6% | +24.2% | −19.5% | −8.8% | +82.7% | −26.9% | −17.9% | +9.6% | −43.1% | +24.9% | −67.9pp |
| 2023 | +68.0% | −13.2% | −18.8% | +26.0% | −9.2% | −16.0% | −3.0% | −37.5% | +40.3% | −29.6% | −9.7% | +17.6% | −27.7% | +26.2% | −53.9pp |
| 2022 | −6.6% | +21.3% | +5.1% | +17.8% | −22.6% | −21.3% | +10.0% | −19.2% | −18.4% | −6.9% | −21.6% | −17.1% | −62.5% | −18.2% | −44.3pp |
| 2021 | +64.1% | +50.0% | −27.9% | −13.1% | −14.2% | +14.8% | −12.2% | +2.5% | −10.9% | +8.4% | −18.6% | −15.0% | −8.6% | +28.7% | −37.3pp |
| 2020 | +65.0% | +17.6% | −17.0% | −2.4% | +32.1% | +12.1% | +50.2% | −5.9% | +11.4% | −13.2% | +34.1% | +16.4% | +397.1% | +18.3% | +378.8pp |
| 2019 | +20.5% | −14.6% | −1.1% | −15.7% | −3.1% | −17.2% | +6.6% | −14.5% | −10.0% | −18.5% | +16.4% | −19.5% | −56.9% | +31.2% | −88.1pp |
| 2018 | +57.6% | −26.4% | −31.3% | +36.4% | −7.5% | −2.7% | −12.7% | −4.5% | −21.8% | −32.2% | +0.9% | −0.8% | −56.7% | −4.6% | −52.1pp |
| 2017 | +34.1% | −26.1% | +5.3% | −8.6% | −0.2% | −9.9% | +23.3% | +12.7% | −5.4% | +0.4% | +209.2% | +17.4% | +311.3% | +21.7% | +289.6pp |
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. LTUM 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 ⓘ | 17 | 17 | 17 | 17 | 17 | 17 | 17 | 16 | 16 | 16 | 16 | 16 |
| Positive ⓘ | 76% | 41% | 29% | 35% | 12% | 29% | 41% | 38% | 31% | 38% | 31% | 31% |
| Median | +13.6% | +0.0% | −16.7% | −5.4% | −9.2% | −8.8% | +0.0% | −7.4% | −3.3% | −8.8% | −14.8% | −7.6% |
| Best | +68.0% | +106.9% | +37.5% | +257.0% | +32.1% | +61.3% | +50.2% | +34.0% | +82.7% | +205.4% | +209.2% | +17.6% |
| Worst | −28.7% | −26.4% | −31.3% | −36.4% | −48.2% | −43.8% | −38.0% | −37.5% | −28.1% | −32.2% | −22.1% | −46.4% |
| vs SPY ⓘ | +8.5pp | −2.2pp | −13.8pp | −9.6pp | −10.0pp | −7.5pp | −5.8pp | −10.4pp | −4.4pp | −9.8pp | −17.6pp | −7.4pp |
199 monthly observations across 2010–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
