| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | TCRT | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −18.6% | +21.3% | −10.3% | −10.8% | +11.8% | −20.7% | −15.9% | — | — | — | — | — | −41.2% | +7.5% | −48.7pp |
| 2025 | −10.8% | −8.8% | −5.2% | +66.7% | +0.4% | +97.2% | −41.2% | −25.3% | +13.1% | +12.9% | +22.8% | −3.3% | +69.6% | +17.7% | +51.8pp |
| 2024 | +138.5% | −17.4% | −13.4% | −30.4% | −13.5% | −35.9% | −47.4% | −29.6% | +24.3% | −36.3% | +25.9% | −26.2% | −82.0% | +24.9% | −106.9pp |
| 2023 | +13.8% | −24.2% | +12.5% | −9.5% | −12.5% | +2.2% | −15.3% | −67.4% | −7.8% | −38.5% | −12.5% | +1.0% | −89.1% | +26.2% | −115.3pp |
| 2022 · part | — | −8.7% | −33.8% | −18.8% | −2.3% | +139.5% | −5.6% | +110.3% | −30.1% | −33.1% | −44.5% | +1.7% | −39.9% | −18.2% | −21.7pp |
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. TCRT 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 | 5 | 5 | 5 | 5 | 5 | 5 | 4 | 4 | 4 | 4 | 4 |
| Positive ⓘ | 50% | 20% | 20% | 20% | 40% | 60% | 0% | 25% | 50% | 25% | 50% | 50% |
| Median | +1.5% | −8.8% | −10.3% | −10.8% | −2.3% | +2.2% | −15.9% | −27.4% | +2.7% | −34.7% | +5.1% | −1.1% |
| Best | +138.5% | +21.3% | +12.5% | +66.7% | +11.8% | +139.5% | −5.6% | +110.3% | +24.3% | +12.9% | +25.9% | +1.7% |
| Worst | −18.6% | −24.2% | −33.8% | −30.4% | −13.5% | −35.9% | −47.4% | −67.4% | −30.1% | −38.5% | −44.5% | −26.2% |
| vs SPY ⓘ | −3.0pp | −7.6pp | −5.4pp | −11.1pp | −5.9pp | −4.3pp | −18.5pp | −29.6pp | +3.3pp | −35.9pp | −0.9pp | −3.5pp |
54 monthly observations across 2022–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
