| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | RDY | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −4.4% | +7.2% | −3.7% | −1.5% | −0.1% | +6.3% | −18.8% | — | — | — | — | — | −16.2% | +7.5% | −23.8pp |
| 2025 | −12.5% | −7.5% | +3.2% | +5.5% | +5.7% | +2.1% | −4.8% | −0.1% | −1.5% | −4.9% | +5.7% | −0.1% | −10.5% | +17.7% | −28.2pp |
| 2024 | +3.4% | +6.7% | −4.5% | +0.2% | −6.5% | +10.9% | +12.8% | +2.7% | −4.8% | −7.0% | −4.3% | +11.7% | +20.0% | +24.9% | −4.9pp |
| 2023 | +4.0% | −2.9% | +9.0% | +6.2% | −8.7% | +14.4% | +10.5% | −1.0% | −1.6% | −2.6% | +7.3% | −0.5% | +36.5% | +26.2% | +10.3pp |
| 2022 | −12.1% | −7.1% | +4.3% | −3.7% | +3.1% | +0.1% | −3.6% | +2.2% | +0.1% | +3.8% | +3.7% | −8.1% | −17.5% | −18.2% | +0.7pp |
| 2021 | −14.0% | −2.1% | +2.4% | +12.4% | +3.4% | +3.0% | −12.4% | +2.7% | +1.4% | −5.7% | +1.6% | +4.8% | −5.5% | +28.7% | −34.3pp |
| 2020 | +7.6% | −8.1% | +0.4% | +26.9% | +4.4% | −0.8% | +18.5% | −4.3% | +19.6% | −6.8% | +1.2% | +8.7% | +81.5% | +18.3% | +63.1pp |
| 2019 | +1.3% | −1.3% | +7.5% | +3.4% | −9.0% | −1.7% | −1.0% | −2.9% | +6.0% | +3.3% | +4.0% | −0.3% | +8.4% | +31.2% | −22.8pp |
| 2018 | −8.3% | −1.5% | −3.7% | −1.2% | −11.8% | +13.0% | −2.2% | +12.5% | −1.5% | −1.6% | +13.0% | −1.9% | +1.2% | −4.6% | +5.8pp |
| 2017 | −0.2% | −5.0% | −6.5% | +1.7% | −5.4% | +9.1% | −12.6% | −12.0% | +10.8% | +1.9% | −3.7% | +7.3% | −16.5% | +21.7% | −38.2pp |
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. RDY 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.
