| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | QTTB | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +16.9% | +17.5% | +40.8% | −12.8% | +97.3% | +15.3% | +22.1% | — | — | — | — | — | +368.7% | +9.3% | +359.3pp |
| 2025 | −11.9% | −25.1% | −27.3% | −3.0% | +8.1% | −13.9% | +49.0% | −23.0% | +15.8% | +41.9% | −22.1% | +51.6% | −3.5% | +17.7% | −21.2pp |
| 2024 · part | — | — | — | +60.8% | −6.9% | −29.6% | +112.1% | +14.2% | +2.6% | +5.8% | −43.0% | −87.2% | −79.8% | +24.9% | −104.7pp |
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. QTTB 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 | 2 | 2 | 3 | 3 | 3 | 3 | 2 | 2 | 2 | 2 | 2 |
| Positive ⓘ | 50% | 50% | 50% | 33% | 67% | 33% | 100% | 50% | 100% | 100% | 0% | 50% |
| Median | +2.5% | −3.8% | +6.7% | −3.0% | +8.1% | −13.9% | +49.0% | −4.4% | +9.2% | +23.9% | −32.5% | −17.8% |
| Best | +16.9% | +17.5% | +40.8% | +60.8% | +97.3% | +15.3% | +112.1% | +14.2% | +15.8% | +41.9% | −22.1% | +51.6% |
| Worst | −11.9% | −25.1% | −27.3% | −12.8% | −6.9% | −29.6% | +22.1% | −23.0% | +2.6% | +5.8% | −43.0% | −87.2% |
| vs SPY ⓘ | +0.4pp | −2.7pp | +12.0pp | −2.2pp | +1.8pp | −19.0pp | +46.7pp | −6.6pp | +6.4pp | +23.1pp | −35.6pp | −16.6pp |
28 monthly observations across 2024–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
