| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | UTSL | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +3.0% | +31.9% | −11.1% | +5.0% | −15.7% | +6.3% | −5.5% | — | — | — | — | — | +7.2% | +9.3% | −2.2pp |
| 2025 | +6.4% | +3.8% | −0.8% | −2.9% | +10.1% | −0.1% | +14.0% | −5.8% | +11.2% | +5.5% | +3.7% | −15.5% | +29.0% | +17.7% | +11.3pp |
| 2024 | −10.2% | +1.2% | +19.3% | +3.3% | +27.4% | −16.7% | +19.5% | +13.4% | +19.4% | −4.7% | +9.8% | −23.3% | +54.2% | +24.9% | +29.4pp |
| 2023 | −7.4% | −17.9% | +12.4% | +4.4% | −17.6% | +3.2% | +6.1% | −18.8% | −17.6% | +1.0% | +14.4% | +3.7% | −35.5% | +26.2% | −61.7pp |
| 2022 | −10.0% | −6.4% | +33.0% | −13.2% | +12.5% | −16.1% | +15.4% | +0.6% | −31.9% | +2.2% | +19.9% | −3.2% | −14.1% | −18.2% | +4.1pp |
| 2021 | −4.0% | −17.5% | +33.7% | +12.4% | −7.6% | −7.0% | +12.3% | +12.0% | −18.0% | +13.8% | −5.6% | +30.9% | +48.2% | +28.7% | +19.4pp |
| 2020 · part | — | — | — | — | — | — | +23.4% | −8.4% | +2.4% | +13.7% | +1.7% | +1.4% | +35.8% | +18.3% | +17.4pp |
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. UTSL 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 ⓘ | 6 | 6 | 6 | 6 | 6 | 6 | 7 | 6 | 6 | 6 | 6 | 6 |
| Positive ⓘ | 33% | 50% | 67% | 67% | 50% | 33% | 86% | 50% | 50% | 83% | 83% | 50% |
| Median | −5.7% | −2.6% | +15.8% | +3.8% | +1.2% | −3.6% | +14.0% | −2.6% | −7.6% | +3.8% | +6.8% | −0.9% |
| Best | +6.4% | +31.9% | +33.7% | +12.4% | +27.4% | +6.3% | +23.4% | +13.4% | +19.4% | +13.8% | +19.9% | +30.9% |
| Worst | −10.2% | −17.9% | −11.1% | −13.2% | −17.6% | −16.7% | −5.5% | −18.8% | −31.9% | −4.7% | −5.6% | −23.3% |
| vs SPY ⓘ | −3.9pp | −3.8pp | +12.3pp | +0.4pp | −2.2pp | −6.5pp | +9.9pp | −1.6pp | −3.3pp | +3.1pp | +3.7pp | −1.6pp |
73 monthly observations across 2020–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
