| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SLDP | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +5.4% | −21.0% | −15.3% | +15.0% | −4.1% | −21.8% | −22.8% | — | — | — | — | — | −52.9% | +7.5% | −60.5pp |
| 2025 | −26.5% | −11.5% | −14.6% | +3.8% | +43.1% | +40.4% | +45.7% | +35.7% | −19.9% | +81.0% | −17.2% | −18.3% | +124.9% | +17.7% | +107.1pp |
| 2024 | +11.7% | +1.2% | +23.8% | −16.7% | +4.7% | −6.8% | +13.9% | −23.9% | −5.6% | −12.6% | −1.7% | +62.9% | +30.3% | +24.9% | +5.5pp |
| 2023 | +31.9% | +0.9% | −10.9% | −24.6% | −3.5% | +16.0% | +12.6% | −25.9% | −4.7% | −34.7% | +6.8% | +2.8% | −42.9% | +26.2% | −69.1pp |
| 2022 | −23.7% | +19.2% | +9.1% | −6.3% | +11.2% | −40.4% | +17.8% | +3.8% | −20.1% | +6.7% | −34.6% | −30.8% | −70.9% | −18.2% | −52.8pp |
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. SLDP 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 ⓘ | 5 | 5 | 5 | 5 | 5 | 5 | 5 | 4 | 4 | 4 | 4 | 4 |
| Positive ⓘ | 60% | 60% | 40% | 40% | 60% | 40% | 80% | 50% | 0% | 50% | 25% | 50% |
| Median | +5.4% | +0.9% | −10.9% | −6.3% | +4.7% | −6.8% | +13.9% | −10.1% | −12.7% | −3.0% | −9.4% | −7.7% |
| Best | +31.9% | +19.2% | +23.8% | +15.0% | +43.1% | +40.4% | +45.7% | +35.7% | −4.7% | +81.0% | +6.8% | +62.9% |
| Worst | −26.5% | −21.0% | −15.3% | −24.6% | −4.1% | −40.4% | −22.8% | −25.9% | −20.1% | −34.7% | −34.6% | −30.8% |
| vs SPY ⓘ | +3.9pp | −4.0pp | −9.1pp | +2.4pp | −0.3pp | −10.3pp | +9.3pp | −8.2pp | −9.3pp | −6.6pp | −12.5pp | −10.0pp |
55 monthly observations across 2022–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
