| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | USDP | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −60.0% | +46.2% | +62.4% | −47.4% | −95.0% | +200.0% | −66.7% | — | — | — | — | — | −97.5% | +7.5% | −105.0pp |
| 2025 | −21.6% | −38.5% | −62.5% | +50.0% | +22.2% | −40.9% | +7.7% | +21.4% | −29.4% | +33.3% | −12.5% | −42.9% | −87.9% | +17.7% | −105.7pp |
| 2024 | +15.8% | +56.9% | −79.2% | +146.0% | +13.0% | −49.6% | −28.4% | −58.1% | −9.5% | +26.3% | +145.8% | −43.8% | −74.9% | +24.9% | −99.8pp |
| 2023 | +26.9% | −13.5% | −11.0% | +6.3% | −70.5% | +5.3% | −20.2% | −25.3% | +1.7% | −40.0% | −27.8% | −49.2% | −95.7% | +26.2% | −121.9pp |
| 2022 | +13.3% | +1.4% | +2.9% | +8.5% | −5.8% | −15.4% | +13.8% | −16.7% | −16.8% | +20.6% | −32.7% | −0.6% | −35.0% | −18.2% | −16.8pp |
| 2021 | +43.1% | +1.4% | +20.6% | −0.9% | +18.0% | +12.5% | −8.9% | −4.6% | −3.3% | +5.0% | −15.4% | −2.8% | +67.4% | +28.7% | +38.6pp |
| 2020 | +2.6% | −7.9% | −68.1% | +11.5% | +8.5% | −5.1% | +4.7% | +3.4% | −5.4% | −6.3% | +29.9% | −7.8% | −60.3% | +18.3% | −78.6pp |
| 2019 | +8.0% | −0.0% | −0.9% | +2.9% | −0.9% | +5.7% | +5.6% | −8.2% | −1.3% | +2.0% | −8.1% | +4.8% | +8.4% | +31.2% | −22.8pp |
| 2018 | −0.9% | +4.5% | −8.4% | +7.7% | +3.2% | −3.6% | −2.8% | −2.4% | −2.0% | +11.6% | +0.6% | −0.4% | +5.8% | −4.6% | +10.3pp |
| 2017 | −2.5% | −14.0% | −5.0% | +13.0% | −0.5% | −17.0% | +5.8% | −1.2% | −3.3% | +1.3% | −6.0% | +10.8% | −20.7% | +21.7% | −42.4pp |
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. USDP 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 ⓘ | 12 | 12 | 12 | 12 | 12 | 12 | 12 | 11 | 11 | 11 | 12 | 12 |
| Positive ⓘ | 58% | 50% | 42% | 83% | 50% | 33% | 50% | 36% | 18% | 82% | 42% | 25% |
| Median | +4.5% | +0.7% | −3.0% | +8.1% | +1.4% | −6.3% | +1.0% | −2.4% | −3.3% | +5.8% | −7.1% | −3.9% |
| Best | +43.1% | +56.9% | +62.4% | +146.0% | +22.2% | +200.0% | +13.8% | +21.4% | +1.7% | +33.3% | +145.8% | +11.3% |
| Worst | −60.0% | −38.5% | −79.2% | −47.4% | −95.0% | −49.6% | −66.7% | −58.1% | −29.4% | −40.0% | −32.7% | −49.2% |
| vs SPY ⓘ | +1.3pp | −1.9pp | −3.9pp | +6.0pp | +2.0pp | −7.0pp | −3.8pp | −5.6pp | −3.3pp | +1.7pp | −10.4pp | −6.1pp |
141 monthly observations across 2014–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
