Monthly Return Breakdown

Use the monthly bars to judge consistency and the depth of the track record.

For clients

The Monthly Return chart breaks performance down month by month, so you can judge consistency rather than a single headline number.

Monthly Return chart with a bar per month and a year selector
Monthly returns, with a year selector to switch periods.
  • Each bar is one month’s return (for example, March: +77.20%, April: +88.60%).
  • Use the year selector to view earlier periods.
  • Lots of filled months means a longer, more reliable track record; mostly empty months means a short history.

A few huge months mixed with flat or negative ones can signal an inconsistent or high-risk approach. Look for repeatable, positive months.

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