| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | TARS | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −21.2% | +17.0% | −7.1% | −9.3% | −6.6% | +6.0% | −5.4% | — | — | — | — | — | −27.3% | +9.3% | −36.6pp |
| 2025 | −2.9% | −17.3% | +15.5% | +1.1% | −17.3% | −5.7% | −4.2% | +50.9% | +1.5% | +15.8% | +16.2% | +2.4% | +47.9% | +17.7% | +30.2pp |
| 2024 | +34.5% | +40.3% | −4.9% | −13.5% | +4.9% | −17.5% | −10.6% | +11.6% | +21.3% | +35.3% | +17.9% | +5.6% | +173.4% | +24.9% | +148.5pp |
| 2023 | +7.5% | −1.7% | −18.9% | +18.7% | +12.3% | +7.9% | +21.8% | −20.4% | +1.5% | −19.9% | +16.1% | +22.5% | +38.1% | +26.2% | +12.0pp |
| 2022 | −10.8% | −12.2% | −4.6% | +8.9% | −24.9% | +6.2% | +2.9% | +2.4% | +11.3% | +7.6% | −8.7% | −12.8% | −34.8% | −18.2% | −16.7pp |
| 2021 · part | — | — | −11.1% | −4.7% | +8.5% | −13.0% | −22.1% | +17.4% | −18.7% | +28.8% | −4.2% | −15.4% | −37.9% | +28.7% | −66.7pp |
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. TARS 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 | 6 | 6 | 6 | 6 | 6 | 5 | 5 | 5 | 5 | 5 |
| Positive ⓘ | 40% | 40% | 17% | 50% | 50% | 50% | 33% | 80% | 80% | 80% | 60% | 60% |
| Median | −2.9% | −1.7% | −6.0% | −1.8% | −0.9% | +0.1% | −4.8% | +11.6% | +1.5% | +15.8% | +16.1% | +2.4% |
| Best | +34.5% | +40.3% | +15.5% | +18.7% | +12.3% | +7.9% | +21.8% | +50.9% | +21.3% | +35.3% | +17.9% | +22.5% |
| Worst | −21.2% | −17.3% | −18.9% | −13.5% | −24.9% | −17.5% | −22.1% | −20.4% | −18.7% | −19.9% | −8.7% | −15.4% |
| vs SPY ⓘ | −5.5pp | +0.8pp | −8.3pp | −3.8pp | −6.0pp | −4.7pp | −6.4pp | +9.3pp | +6.2pp | +13.4pp | +6.9pp | +2.3pp |
65 monthly observations across 2021–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
