| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | WDH | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −13.2% | +8.5% | −9.5% | +5.6% | −8.9% | −26.1% | +1.8% | — | — | — | — | — | −38.4% | +7.5% | −45.9pp |
| 2025 | +1.3% | +6.3% | +17.3% | −11.0% | +10.7% | −6.9% | +19.3% | +6.8% | +9.9% | −5.4% | +2.3% | +5.6% | +65.7% | +17.7% | +48.0pp |
| 2024 | −5.8% | +33.7% | −1.5% | −4.5% | +15.0% | −18.1% | −1.8% | −5.4% | +14.3% | −4.6% | +0.0% | +4.4% | +18.0% | +24.9% | −6.9pp |
| 2023 | −5.4% | −4.8% | −0.3% | −2.3% | −14.4% | −16.8% | −11.1% | −13.0% | −28.0% | −11.2% | +16.5% | −13.3% | −68.8% | +26.2% | −94.9pp |
| 2022 · part | — | — | — | — | — | — | — | — | — | — | +23.8% | +106.8% | +156.2% | −18.2% | +174.3pp |
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. WDH 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 | 4 | 4 | 4 | 4 | 3 | 3 | 3 | 4 | 4 |
| Positive ⓘ | 25% | 75% | 25% | 25% | 50% | 0% | 50% | 33% | 67% | 0% | 75% | 75% |
| Median | −5.6% | +7.4% | −0.9% | −3.4% | +0.9% | −17.5% | −0.0% | −5.4% | +9.9% | −5.4% | +9.4% | +5.0% |
| Best | +1.3% | +33.7% | +17.3% | +5.6% | +15.0% | −6.9% | +19.3% | +6.8% | +14.3% | −4.6% | +23.8% | +106.8% |
| Worst | −13.2% | −4.8% | −9.5% | −11.0% | −14.4% | −26.1% | −11.1% | −13.0% | −28.0% | −11.2% | +0.0% | −13.3% |
| vs SPY ⓘ | −9.5pp | +8.4pp | −4.3pp | −4.4pp | −4.9pp | −22.5pp | +0.6pp | −7.7pp | +6.3pp | −7.8pp | +4.7pp | +6.2pp |
45 monthly observations across 2022–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
