| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | TACK | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +2.5% | +3.6% | −4.4% | −89.8% | +0.6% | +1.3% | +0.9% | — | — | — | — | — | −89.3% | +9.3% | −98.7pp |
| 2025 | +3.1% | −0.0% | −3.6% | −0.3% | +3.1% | +1.0% | +0.9% | +1.4% | +3.8% | +0.3% | −0.0% | −0.4% | +9.6% | +17.7% | −8.1pp |
| 2024 | +0.3% | +3.6% | +2.6% | −5.1% | +3.0% | +0.5% | +2.9% | +3.5% | +1.7% | −1.2% | +4.6% | −5.9% | +10.4% | +24.9% | −14.5pp |
| 2023 | +4.7% | −4.4% | +3.5% | +0.7% | −2.7% | +0.1% | +1.3% | −1.2% | −4.7% | −1.0% | +6.5% | +3.7% | +6.0% | +26.2% | −20.2pp |
| 2022 · part | — | — | — | −3.4% | +0.8% | −4.0% | +2.1% | −1.7% | −6.0% | +0.9% | +4.4% | −0.7% | −7.6% | −18.2% | +10.6pp |
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. TACK is on the price only (split-adjusted close; dividends NOT included) basis, SPY on the total return (splits + dividends) basis. THE TWO DIFFER: one series includes dividends and the other does not, so the Δ column flatters whichever one is on the total-return basis. Read it with that in mind — the bases are printed rather than silently reconciled.
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 | 4 | 4 | 5 | 5 | 5 | 5 | 4 | 4 | 4 | 4 | 4 |
| Positive ⓘ | 100% | 50% | 50% | 20% | 80% | 80% | 100% | 50% | 50% | 50% | 75% | 25% |
| Median | +2.8% | +1.8% | −0.5% | −3.4% | +0.8% | +0.5% | +1.3% | +0.1% | −1.5% | −0.4% | +4.5% | −0.5% |
| Best | +4.7% | +3.6% | +3.5% | +0.7% | +3.1% | +1.3% | +2.9% | +3.5% | +3.8% | +0.9% | +6.5% | +3.7% |
| Worst | +0.3% | −4.4% | −4.4% | −89.8% | −2.7% | −4.0% | +0.9% | −1.7% | −6.0% | −1.2% | −0.0% | −5.9% |
| vs SPY ⓘ | −0.4pp | −0.2pp | +0.2pp | −0.9pp | −3.1pp | −3.1pp | −1.4pp | +0.8pp | +0.1pp | −1.2pp | −1.2pp | −0.6pp |
52 monthly observations across 2022–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
