| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | TSDD | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +5.7% | +12.4% | +13.7% | −9.0% | −25.9% | −0.4% | +65.6% | — | — | — | — | — | +50.2% | +9.3% | +40.9pp |
| 2025 | −6.6% | +76.4% | +3.9% | −40.0% | −37.4% | +5.9% | −1.0% | −17.1% | −46.6% | −11.3% | +6.8% | −11.2% | −74.8% | +17.7% | −92.6pp |
| 2024 | +54.1% | −16.3% | +24.5% | −23.7% | +2.9% | −21.1% | −38.6% | +9.2% | −36.8% | −11.9% | −55.8% | −34.4% | −89.2% | +24.9% | −114.1pp |
| 2023 · part | — | — | — | — | — | — | — | — | +0.6% | +34.4% | −26.0% | −5.9% | −5.9% | +26.2% | −32.1pp |
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. TSDD 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 ⓘ | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 2 | 3 | 3 | 3 | 3 |
| Positive ⓘ | 67% | 67% | 100% | 0% | 33% | 33% | 33% | 50% | 33% | 33% | 33% | 0% |
| Median | +5.7% | +12.4% | +13.7% | −23.7% | −25.9% | −0.4% | −1.0% | −3.9% | −36.8% | −11.3% | −26.0% | −11.2% |
| Best | +54.1% | +76.4% | +24.5% | −9.0% | +2.9% | +5.9% | +65.6% | +9.2% | +0.6% | +34.4% | +6.8% | −5.9% |
| Worst | −6.6% | −16.3% | +3.9% | −40.0% | −37.4% | −21.1% | −38.6% | −17.1% | −46.6% | −11.9% | −55.8% | −34.4% |
| vs SPY ⓘ | +4.2pp | +13.2pp | +18.7pp | −19.6pp | −31.2pp | +0.6pp | −3.3pp | −6.1pp | −38.9pp | −11.0pp | −35.1pp | −11.3pp |
35 monthly observations across 2023–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
