| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | TDUP | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −20.5% | −3.9% | −32.8% | +30.8% | +8.4% | +47.3% | −14.3% | — | — | — | — | — | −8.1% | +9.3% | −17.5pp |
| 2025 | +57.6% | +7.8% | +2.1% | +86.3% | +60.4% | +4.0% | +10.3% | +31.0% | −12.7% | −7.0% | −14.4% | −15.0% | +359.7% | +17.7% | +342.0pp |
| 2024 | −9.6% | −1.7% | +0.0% | −20.0% | +25.6% | −15.4% | +23.5% | −56.5% | −7.9% | −26.8% | +180.6% | −19.7% | −38.2% | +24.9% | −63.1pp |
| 2023 | +32.1% | −8.1% | +59.1% | +4.3% | −21.6% | +17.9% | +44.3% | +13.1% | +0.8% | −19.7% | −39.4% | +15.4% | +71.8% | +26.2% | +45.6pp |
| 2022 | — | — | — | — | — | — | — | — | — | −93.3% | +1.6% | +4.8% | −92.8% | −18.2% | −74.7pp |
| 2021 · part | — | — | — | −21.6% | — | — | — | — | — | — | — | — | −21.6% | +28.7% | −50.4pp |
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. TDUP 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 ⓘ | 4 | 4 | 4 | 5 | 4 | 4 | 4 | 3 | 3 | 4 | 4 | 4 |
| Positive ⓘ | 50% | 25% | 50% | 60% | 75% | 75% | 75% | 67% | 33% | 0% | 50% | 50% |
| Median | +11.3% | −2.8% | +1.1% | +4.3% | +17.0% | +11.0% | +16.9% | +13.1% | −7.9% | −23.2% | −6.4% | −5.1% |
| Best | +57.6% | +7.8% | +59.1% | +86.3% | +60.4% | +47.3% | +44.3% | +31.0% | +0.8% | −7.0% | +180.6% | +15.4% |
| Worst | −20.5% | −8.1% | −32.8% | −21.6% | −21.6% | −15.4% | −14.3% | −56.5% | −12.7% | −93.3% | −39.4% | −19.7% |
| vs SPY ⓘ | +7.3pp | −4.3pp | +2.2pp | +2.8pp | +11.8pp | +5.1pp | +15.1pp | +14.7pp | −10.0pp | −21.7pp | −9.3pp | −2.3pp |
47 monthly observations across 2021–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
