| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SSD | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +9.7% | +9.5% | −11.3% | +11.3% | −0.5% | +10.3% | −9.4% | — | — | — | — | — | +17.9% | +7.5% | +10.4pp |
| 2025 | +1.5% | −2.1% | −4.5% | −2.0% | +1.3% | −0.3% | +15.7% | +6.5% | −12.4% | +5.6% | −5.2% | −3.5% | −1.9% | +17.7% | −19.7pp |
| 2024 | −8.5% | +15.3% | −1.7% | −15.1% | −4.6% | +1.6% | +14.2% | −4.7% | +4.5% | −5.9% | +4.8% | −12.0% | −15.7% | +24.9% | −40.6pp |
| 2023 | +21.2% | +0.7% | +1.7% | +15.0% | −6.0% | +17.2% | +14.3% | +1.1% | −6.2% | −10.9% | +25.4% | +18.6% | +125.4% | +26.2% | +99.2pp |
| 2022 | −18.7% | +5.1% | −8.0% | −4.7% | +4.5% | −7.1% | +2.9% | −10.3% | −15.4% | +9.4% | +8.9% | −4.7% | −35.6% | −18.2% | −17.4pp |
| 2021 | −1.3% | +5.9% | +6.7% | +8.6% | −0.3% | −1.4% | +1.8% | +0.6% | −5.5% | −0.6% | +8.7% | +20.6% | +50.2% | +28.7% | +21.5pp |
| 2020 | +3.0% | −3.9% | −22.0% | +16.8% | +11.0% | +5.4% | +14.8% | +1.8% | −1.0% | −8.7% | +3.6% | +1.7% | +17.5% | +18.3% | −0.8pp |
| 2019 | +13.9% | −2.4% | −1.1% | +7.8% | −4.5% | +9.2% | −6.7% | +4.0% | +8.1% | +19.5% | −1.7% | −0.9% | +50.8% | +31.2% | +19.6pp |
| 2018 | +2.7% | −5.8% | +4.1% | −4.7% | +15.8% | −1.8% | +17.7% | +5.2% | −5.6% | −21.0% | +2.5% | −7.5% | −4.4% | −4.6% | +0.2pp |
| 2017 | −0.1% | −0.8% | −0.2% | −2.8% | −3.7% | +8.8% | +1.8% | −1.2% | +12.0% | +14.1% | +7.6% | −4.3% | +33.5% | +21.7% | +11.8pp |
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. SSD 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.
