| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | WHD | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +23.1% | −4.0% | −12.0% | +17.6% | +4.2% | −11.5% | +21.0% | — | — | — | — | — | +36.4% | +9.3% | +27.1pp |
| 2025 | +2.3% | −12.0% | −12.6% | −17.2% | +7.7% | +7.3% | −3.2% | −0.5% | −5.9% | +11.9% | −2.8% | +6.8% | −20.8% | +17.7% | −38.5pp |
| 2024 | −6.5% | +8.4% | +9.1% | −0.9% | +3.9% | +2.7% | +19.7% | −5.5% | +0.3% | −0.6% | +15.6% | −14.7% | +30.0% | +24.9% | +5.1pp |
| 2023 | +7.7% | −14.9% | −10.3% | −1.8% | −21.7% | +34.0% | +20.0% | +5.3% | −5.9% | −6.5% | −9.2% | +6.8% | −8.7% | +26.2% | −34.9pp |
| 2022 | +27.1% | +4.8% | +12.0% | −12.0% | +5.2% | −23.2% | +3.3% | −3.7% | −3.8% | +34.6% | +5.4% | −7.6% | +33.0% | −18.2% | +51.2pp |
| 2021 | +0.5% | +22.0% | −3.9% | −2.6% | +17.9% | +4.8% | −1.9% | +4.4% | +0.6% | +15.3% | −15.9% | +4.5% | +47.8% | +28.7% | +19.1pp |
| 2020 | −16.0% | −4.9% | −57.5% | +53.3% | +7.8% | +8.1% | +9.6% | −2.0% | −13.1% | −11.4% | +37.0% | +12.4% | −22.8% | +18.3% | −41.2pp |
| 2019 | +19.7% | +10.5% | −1.8% | +2.0% | −10.3% | +1.8% | −11.3% | −13.3% | +13.6% | +2.7% | +1.9% | +13.7% | +25.6% | +31.2% | −5.6pp |
| 2018 · part | — | — | +9.4% | +6.6% | +17.5% | +0.2% | −3.2% | +4.5% | +12.0% | −12.6% | −13.7% | −5.1% | +11.4% | −4.6% | +15.9pp |
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. WHD 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 ⓘ | 8 | 8 | 9 | 9 | 9 | 9 | 9 | 8 | 8 | 8 | 8 | 8 |
| Positive ⓘ | 75% | 50% | 33% | 44% | 78% | 78% | 56% | 38% | 50% | 50% | 50% | 63% |
| Median | +5.0% | +0.4% | −3.9% | −0.9% | +5.2% | +2.7% | +3.3% | −1.2% | −1.8% | +1.0% | −0.5% | +5.6% |
| Best | +27.1% | +22.0% | +12.0% | +53.3% | +17.9% | +34.0% | +21.0% | +5.3% | +13.6% | +34.6% | +37.0% | +13.7% |
| Worst | −16.0% | −14.9% | −57.5% | −17.2% | −21.7% | −23.2% | −11.3% | −13.3% | −13.1% | −12.6% | −15.9% | −14.7% |
| vs SPY ⓘ | +1.4pp | +3.1pp | −7.0pp | −2.1pp | +1.4pp | −0.4pp | −4.3pp | −1.1pp | +2.0pp | +0.4pp | −2.4pp | +3.0pp |
101 monthly observations across 2018–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
