| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | TAC | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +1.1% | +7.9% | −4.7% | −4.7% | +13.9% | −2.4% | −7.0% | — | — | — | — | — | +2.5% | +9.3% | −6.9pp |
| 2025 | −18.9% | −9.6% | −9.6% | −4.7% | +10.1% | +10.6% | +11.7% | +2.5% | +11.1% | +29.3% | −17.7% | −12.8% | −9.2% | +17.7% | −27.0pp |
| 2024 | −12.9% | −4.5% | −6.4% | +3.3% | +9.1% | −1.7% | +6.5% | +17.3% | +17.7% | +0.7% | +8.4% | +25.7% | +74.0% | +24.9% | +49.1pp |
| 2023 | +8.5% | −16.4% | +8.2% | +1.9% | +8.4% | −2.8% | +9.1% | −5.7% | −9.3% | −15.9% | +11.9% | +2.0% | −5.6% | +26.2% | −31.8pp |
| 2022 | −2.3% | −6.0% | +1.9% | +3.6% | +6.5% | +0.1% | +0.2% | −17.5% | −5.9% | −0.1% | +6.5% | −4.1% | −18.0% | −18.2% | +0.1pp |
| 2021 | +15.5% | −0.5% | +8.9% | +3.9% | −7.9% | +10.6% | +4.4% | −5.6% | +7.8% | +6.2% | −9.0% | +9.3% | +48.8% | +28.7% | +20.1pp |
| 2020 | +4.3% | +0.5% | −29.9% | +11.8% | +0.2% | +1.5% | +9.9% | −0.7% | −4.5% | −3.6% | +17.4% | +9.5% | +8.1% | +18.3% | −10.3pp |
| 2019 | +33.0% | +11.7% | +20.5% | −8.3% | −1.3% | −1.5% | −6.0% | +5.7% | +0.9% | −9.4% | +14.9% | +6.2% | +77.0% | +31.2% | +45.8pp |
| 2018 | −7.6% | +1.5% | −1.8% | −3.2% | −2.7% | −2.0% | +13.0% | +4.1% | −3.8% | −6.5% | +2.7% | −23.3% | −29.2% | −4.6% | −24.6pp |
| 2017 | +7.3% | −8.8% | +9.3% | −12.8% | +10.4% | +14.3% | +1.6% | −4.9% | −4.9% | +0.9% | +2.2% | −0.8% | +10.5% | +21.7% | −11.2pp |
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. TAC 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 ⓘ | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 |
| Positive ⓘ | 38% | 52% | 43% | 67% | 57% | 48% | 62% | 38% | 52% | 48% | 67% | 62% |
| Median | −2.2% | +0.5% | −1.3% | +3.6% | +1.4% | −1.5% | +1.6% | −1.0% | +0.9% | +0.0% | +2.2% | +1.3% |
| Best | +33.0% | +25.8% | +20.5% | +18.0% | +13.9% | +14.3% | +14.8% | +17.3% | +17.7% | +29.3% | +23.1% | +25.7% |
| Worst | −18.9% | −16.4% | −29.9% | −12.8% | −10.9% | −10.8% | −18.3% | −18.6% | −21.5% | −26.0% | −17.7% | −23.3% |
| vs SPY ⓘ | −0.4pp | +0.9pp | −0.5pp | +0.3pp | +3.8pp | −0.2pp | −0.7pp | −2.0pp | −1.0pp | −1.5pp | +0.8pp | −0.5pp |
252 monthly observations across 2005–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
