| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ZD | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +8.7% | −29.1% | +54.9% | +9.1% | −1.5% | +16.2% | +3.6% | — | — | — | — | — | +54.4% | +7.5% | +46.9pp |
| 2025 | −0.8% | −23.8% | −8.5% | −21.4% | +9.9% | −6.7% | +2.8% | +22.8% | −0.3% | −11.0% | −3.2% | +7.1% | −35.3% | +17.7% | −53.0pp |
| 2024 | +0.3% | +2.0% | −8.3% | −20.5% | +15.0% | −4.4% | −13.0% | +2.1% | −0.4% | −4.9% | +27.2% | −7.7% | −19.1% | +24.9% | −44.0pp |
| 2023 | +13.1% | −11.7% | −1.2% | −6.3% | −19.3% | +18.7% | +3.5% | −8.1% | −4.4% | −5.1% | +5.6% | +5.3% | −15.1% | +26.2% | −41.2pp |
| 2022 | −5.2% | −4.2% | −3.8% | −8.7% | −13.6% | −2.4% | +9.9% | −5.6% | −11.4% | +13.0% | +19.2% | −14.3% | −28.6% | −18.2% | −10.5pp |
| 2021 · part | — | — | — | — | — | — | — | — | — | — | −11.2% | −2.6% | −13.6% | +28.7% | −42.3pp |
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. ZD 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 ⓘ | 5 | 5 | 5 | 5 | 5 | 5 | 5 | 4 | 4 | 4 | 5 | 5 |
| Positive ⓘ | 60% | 20% | 20% | 20% | 40% | 40% | 80% | 50% | 0% | 25% | 60% | 40% |
| Median | +0.3% | −11.7% | −3.8% | −8.7% | −1.5% | −2.4% | +3.5% | −1.8% | −2.4% | −5.0% | +5.6% | −2.6% |
| Best | +13.1% | +2.0% | +54.9% | +9.1% | +15.0% | +18.7% | +9.9% | +22.8% | −0.3% | +13.0% | +27.2% | +7.1% |
| Worst | −5.2% | −29.1% | −8.5% | −21.4% | −19.3% | −6.7% | −13.0% | −8.1% | −11.4% | −11.0% | −11.2% | −14.3% |
| vs SPY ⓘ | +0.0pp | −9.2pp | −4.9pp | −7.9pp | −6.8pp | +5.9pp | +0.5pp | −0.9pp | −2.3pp | −3.5pp | −3.4pp | −5.3pp |
57 monthly observations across 2021–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
