| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | RDDT | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −21.6% | −19.1% | −7.7% | +9.3% | +19.5% | −1.4% | +2.6% | — | — | — | — | — | −22.5% | +9.3% | −31.9pp |
| 2025 | +22.1% | −18.9% | −35.2% | +11.1% | −3.6% | +34.0% | +6.7% | +40.2% | +2.2% | −9.1% | +3.6% | +6.2% | +40.6% | +17.7% | +22.9pp |
| 2024 · part | — | — | — | −9.9% | +22.1% | +17.8% | −4.8% | −1.3% | +9.8% | +81.0% | +17.9% | +16.2% | +231.4% | +24.9% | +206.5pp |
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. RDDT 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% | 0% | 0% | 67% | 67% | 67% | 67% | 50% | 100% | 50% | 100% | 100% |
| Median | +0.3% | −19.0% | −21.4% | +9.3% | +19.5% | +17.8% | +2.6% | +19.4% | +6.0% | +35.9% | +10.8% | +11.2% |
| Best | +22.1% | −18.9% | −7.7% | +11.1% | +22.1% | +34.0% | +6.7% | +40.2% | +9.8% | +81.0% | +17.9% | +16.2% |
| Worst | −21.6% | −19.1% | −35.2% | −9.9% | −3.6% | −1.4% | −4.8% | −1.3% | +2.2% | −9.1% | +3.6% | +6.2% |
| vs SPY ⓘ | −1.8pp | −18.0pp | −16.2pp | −1.2pp | +14.3pp | +14.3pp | +3.2pp | +17.2pp | +3.2pp | +35.2pp | +7.7pp | +12.3pp |
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.
