| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ODD | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −18.3% | −64.2% | +13.7% | +7.0% | −5.7% | +12.0% | −1.1% | — | — | — | — | — | −62.7% | +7.5% | −70.3pp |
| 2025 | +13.6% | −0.2% | −9.2% | +42.0% | +21.1% | +1.4% | −7.2% | −14.1% | +3.5% | −27.4% | −4.4% | −7.1% | −4.4% | +17.7% | −22.1pp |
| 2024 | −11.2% | +2.1% | +3.0% | −25.1% | +10.4% | +9.3% | +3.0% | −9.0% | +9.7% | −4.9% | +21.0% | −9.6% | −9.7% | +24.9% | −34.6pp |
| 2023 · part | — | — | — | — | — | — | — | −22.0% | −31.8% | −9.9% | +33.4% | +36.5% | −12.7% | +26.2% | −38.9pp |
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. ODD 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 ⓘ | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 3 |
| Positive ⓘ | 33% | 33% | 67% | 67% | 67% | 100% | 33% | 0% | 67% | 0% | 67% | 33% |
| Median | −11.2% | −0.2% | +3.0% | +7.0% | +10.4% | +9.3% | −1.1% | −14.1% | +3.5% | −9.9% | +21.0% | −7.1% |
| Best | +13.6% | +2.1% | +13.7% | +42.0% | +21.1% | +12.0% | +3.0% | −9.0% | +9.7% | −4.9% | +33.4% | +36.5% |
| Worst | −18.3% | −64.2% | −9.2% | −25.1% | −5.7% | +1.4% | −7.2% | −22.0% | −31.8% | −27.4% | −4.4% | −9.6% |
| vs SPY ⓘ | −12.8pp | −3.1pp | −0.3pp | −3.5pp | +5.3pp | +5.8pp | +1.3pp | −16.1pp | −0.1pp | −7.7pp | +15.1pp | −7.2pp |
36 monthly observations across 2023–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
