| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | TTNDY | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +19.0% | +18.4% | −18.0% | +8.3% | +3.4% | +13.1% | +0.2% | — | — | — | — | — | +46.7% | +7.5% | +39.1pp |
| 2025 | +2.5% | +4.3% | −14.4% | −16.2% | +12.0% | −0.5% | +8.2% | +8.8% | −0.6% | −8.3% | +0.3% | −1.9% | −10.0% | +17.7% | −27.7pp |
| 2024 | −10.3% | +0.7% | +26.2% | +1.7% | −10.2% | −7.1% | +12.1% | +4.8% | +13.3% | −3.6% | −2.2% | −7.6% | +12.1% | +24.9% | −12.8pp |
| 2023 | +15.7% | −23.1% | +8.9% | +0.2% | −13.0% | +17.9% | +3.8% | −11.9% | −2.6% | −5.9% | +12.1% | +17.3% | +10.0% | +26.2% | −16.2pp |
| 2022 | −17.3% | +2.4% | −5.8% | −15.5% | −2.0% | −19.5% | +6.1% | +7.6% | −19.1% | −0.7% | +27.3% | −8.2% | −43.0% | −18.2% | −24.8pp |
| 2021 | +5.5% | +1.7% | +12.2% | +6.6% | +4.1% | −7.5% | +2.6% | +24.0% | −10.2% | +3.1% | +0.7% | −4.0% | +40.8% | +28.7% | +12.1pp |
| 2020 · part | — | — | — | — | — | — | +6.3% | +22.1% | +6.1% | +0.8% | −4.9% | +11.5% | +47.3% | +18.3% | +29.0pp |
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. TTNDY 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.
