| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SATL | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +146.0% | −34.8% | +81.3% | +18.8% | +47.2% | −39.9% | −39.0% | — | — | — | — | — | +86.6% | +9.3% | +77.3pp |
| 2025 | −1.8% | +9.3% | +16.7% | +15.4% | −10.4% | −1.9% | −9.4% | +13.7% | −12.1% | −41.8% | −13.6% | +13.3% | −34.4% | +17.7% | −52.1pp |
| 2024 | −20.0% | +8.2% | +12.2% | −28.2% | −8.2% | −7.1% | −1.9% | −4.4% | +5.6% | −4.4% | +100.0% | +44.7% | +62.9% | +24.9% | +38.0pp |
| 2023 | +15.7% | −15.0% | −29.3% | −5.2% | +10.9% | −12.1% | −2.6% | −18.8% | −24.5% | −27.4% | +57.6% | +30.6% | −42.6% | +26.2% | −68.8pp |
| 2022 · part | — | −6.9% | +36.3% | +11.9% | −48.8% | −13.5% | +2.4% | +2.9% | +6.3% | +5.5% | −10.8% | −29.2% | −53.1% | −18.2% | −35.0pp |
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. SATL 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 ⓘ | 4 | 5 | 5 | 5 | 5 | 5 | 5 | 4 | 4 | 4 | 4 | 4 |
| Positive ⓘ | 50% | 40% | 80% | 60% | 40% | 0% | 20% | 50% | 50% | 25% | 50% | 75% |
| Median | +7.0% | −6.9% | +16.7% | +11.9% | −8.2% | −12.1% | −2.6% | −0.8% | −3.2% | −15.9% | +23.4% | +22.0% |
| Best | +146.0% | +9.3% | +81.3% | +18.8% | +47.2% | −1.9% | +2.4% | +13.7% | +6.3% | +5.5% | +100.0% | +44.7% |
| Worst | −20.0% | −34.8% | −29.3% | −28.2% | −48.8% | −39.9% | −39.0% | −18.8% | −24.5% | −41.8% | −13.6% | −29.2% |
| vs SPY ⓘ | +2.5pp | −4.0pp | +22.2pp | +8.2pp | −13.3pp | −10.7pp | −6.8pp | +0.1pp | −6.0pp | −14.3pp | +17.4pp | +19.6pp |
54 monthly observations across 2022–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
