| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ODYY | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +118.2% | −47.2% | +65.8% | −9.5% | −68.4% | −61.1% | −34.3% | — | — | — | — | — | −86.1% | +7.5% | −93.6pp |
| 2025 | −17.3% | −45.5% | −17.5% | −39.4% | +81.8% | +45.5% | +37.5% | +290.9% | −48.8% | +68.2% | −34.5% | −32.0% | +23.0% | +17.7% | +5.3pp |
| 2024 | −17.7% | −27.1% | −41.7% | +10.0% | −6.5% | +33.3% | −10.4% | −17.4% | −21.1% | −32.1% | +0.0% | +40.0% | −73.4% | +24.9% | −98.3pp |
| 2023 | −51.3% | −29.5% | −24.9% | −13.3% | +5.1% | −14.6% | +99.9% | −17.2% | −40.4% | +49.3% | +53.4% | −36.7% | −71.3% | +26.2% | −97.5pp |
| 2022 | +112.5% | +5.9% | −3.7% | −13.5% | −47.0% | +2.6% | −22.9% | −8.2% | +59.7% | −17.0% | −29.6% | +115.3% | +45.3% | −18.2% | +63.5pp |
| 2021 | +101.5% | +175.0% | −24.6% | −2.4% | −7.5% | −13.2% | −21.2% | −27.0% | −14.3% | −1.7% | −8.0% | −17.1% | +20.9% | +28.7% | −7.8pp |
| 2020 | +2.6% | +11.0% | −44.6% | +147.2% | −67.1% | −11.5% | −46.1% | −34.6% | +2.6% | −7.8% | −28.8% | −5.5% | −89.8% | +18.3% | −108.2pp |
| 2019 | — | — | — | — | — | +40.0% | +0.0% | — | −22.9% | — | — | +44.4% | +56.0% | +31.2% | +24.8pp |
| 2018 · part | — | +0.0% | +0.0% | −54.0% | +171.7% | +28.0% | +0.0% | — | — | −6.2% | −16.7% | — | +25.0% | −4.6% | +29.6pp |
| 2017 · part | — | — | — | — | — | — | — | — | — | — | — | +300.0% | +300.0% | +21.7% | +278.3pp |
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. ODYY 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 ⓘ | 7 | 8 | 8 | 8 | 8 | 9 | 9 | 6 | 7 | 7 | 7 | 8 |
| Positive ⓘ | 57% | 38% | 13% | 25% | 38% | 56% | 22% | 17% | 29% | 29% | 14% | 50% |
| Median | +2.6% | −13.5% | −21.0% | −11.4% | −7.0% | +2.6% | −10.4% | −17.3% | −21.1% | −6.2% | −16.7% | +17.3% |
| Best | +118.2% | +175.0% | +65.8% | +147.2% | +171.7% | +45.5% | +99.9% | +290.9% | +59.7% | +68.2% | +53.4% | +300.0% |
| Worst | −51.3% | −47.2% | −44.6% | −54.0% | −68.4% | −61.1% | −46.1% | −34.6% | −48.8% | −32.1% | −34.5% | −36.7% |
| vs SPY ⓘ | +2.6pp | −11.7pp | −20.3pp | −11.3pp | −9.9pp | +10.9pp | −11.6pp | −17.7pp | −23.2pp | −5.3pp | −18.5pp | +16.2pp |
92 monthly observations across 2017–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
