| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SRTS | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +28.9% | −19.9% | −3.2% | −0.3% | −22.2% | −2.3% | −4.3% | — | — | — | — | — | −27.4% | +9.3% | −36.7pp |
| 2025 | +19.0% | −42.0% | −1.0% | −9.1% | +10.7% | −0.4% | +17.9% | −39.4% | −7.4% | +1.6% | +31.3% | −5.0% | −42.5% | +17.7% | −60.2pp |
| 2024 | +37.7% | +26.2% | −7.3% | −1.1% | +44.1% | −1.7% | +19.5% | +2.4% | −11.0% | +10.3% | +33.0% | −18.7% | +193.2% | +24.9% | +168.3pp |
| 2023 | +23.2% | −24.8% | −24.2% | −9.2% | −43.1% | +17.1% | −4.8% | +3.7% | −10.9% | −20.9% | +10.5% | −2.5% | −68.2% | +26.2% | −94.4pp |
| 2022 | +6.8% | +36.6% | −3.9% | −30.2% | +22.8% | −11.4% | +46.6% | +10.6% | +0.6% | +12.3% | −52.5% | +11.1% | +2.8% | −18.2% | +20.9pp |
| 2021 | −3.1% | +22.2% | −16.2% | +0.5% | −6.5% | +6.9% | −3.6% | −4.0% | +1.1% | +11.1% | +53.5% | +17.6% | +87.0% | +28.7% | +58.3pp |
| 2020 | +16.1% | −13.9% | −29.4% | −3.2% | −1.2% | +28.0% | −4.9% | −8.9% | −4.9% | −1.6% | +30.2% | +19.5% | +9.0% | +18.3% | −9.3pp |
| 2019 | +3.8% | +0.1% | −8.8% | −8.4% | −13.1% | −0.9% | −9.9% | +28.7% | −6.5% | −5.0% | −33.2% | −7.1% | −52.2% | +31.2% | −83.5pp |
| 2018 | +5.6% | +2.6% | +4.5% | +2.7% | +7.3% | +12.7% | −6.1% | +8.1% | +13.7% | −28.7% | −2.3% | +26.9% | +43.6% | −4.6% | +48.2pp |
| 2017 | −5.0% | −8.6% | −3.8% | −6.2% | −2.9% | +0.5% | +0.0% | +43.3% | −13.5% | +15.5% | −8.9% | −1.5% | −1.7% | +21.7% | −23.4pp |
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. SRTS 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 ⓘ | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 |
| Positive ⓘ | 80% | 50% | 10% | 20% | 40% | 50% | 30% | 70% | 30% | 60% | 50% | 40% |
| Median | +11.4% | −4.2% | −5.6% | −4.7% | −2.1% | +0.0% | −4.0% | +3.4% | −5.7% | +3.6% | +4.1% | −2.0% |
| Best | +37.7% | +36.6% | +4.5% | +2.7% | +44.1% | +28.0% | +46.6% | +43.3% | +13.7% | +15.5% | +53.5% | +26.9% |
| Worst | −5.0% | −42.0% | −29.4% | −30.2% | −43.1% | −11.4% | −9.9% | −39.4% | −13.5% | −28.7% | −52.5% | −18.7% |
| vs SPY ⓘ | +14.1pp | −4.5pp | −9.1pp | −9.5pp | −5.2pp | −0.7pp | −4.9pp | +3.9pp | −4.3pp | +2.5pp | −1.4pp | −3.9pp |
120 monthly observations across 2016–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
