DTE Energy Company (DTE) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$14,269
Total Return
42.69%
CAGR
7.37%
Dividends
$1,796.51
Yield on Cost
17.97%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.72% |
| Median | +0.90% |
| Best | +16.04% |
| Worst | -22.12% |
| % of Windows Positive | 56.0% |
1-Year (252 Trading Days)
| Average | +7.53% |
| Median | +10.04% |
| Best | +39.38% |
| Worst | -22.14% |
| % of Windows Positive | 69.3% |
3-Year (756 Trading Days)
| Average | +18.19% |
| Median | +15.65% |
| Best | +56.28% |
| Worst | -5.53% |
| % of Windows Positive | 98.8% |
Risk Metrics
| Maximum Drawdown | -29.61% |
| Average Drawdown | -9.34% |
| Drawdown Duration | 709 Trading Days |
| Sortino Ratio | 0.66 |
| Calmar Ratio | 0.25 |
| CVaR (5%) | -2.75% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +15.26% (+64.66% ann.) | +$1525.87 | $90.32 | $18.06 | $0.14 |
| 2025 | +9.68% | +$968.02 | $370.92 | $74.18 | $0.59 |
| 2024 | +12.67% | +$1266.58 | $380.58 | $76.12 | $0.61 |
| 2023 | -3.50% | $350.01 | $333.57 | $66.71 | $0.53 |
| 2022 | +0.67% | +$66.68 | $304.48 | $60.90 | $0.49 |
| 2021 | +18.63% | +$1863.44 | $347.56 | $69.51 | $0.56 |
| 2020 | -3.64% | $363.77 | $321.42 | $64.28 | $0.51 |
| 2019 | +20.63% | +$2062.53 | $352.05 | $70.41 | $0.56 |
| 2018 | +3.50% | +$349.69 | $331.82 | $66.36 | $0.53 |
| 2017 | +13.88% | +$1388.19 | $344.15 | $68.83 | $0.55 |
| 2016 | +26.09% | +$2609.49 | $384.80 | $76.96 | $0.62 |
| 2015 | -4.42% | $442.06 | $332.46 | $66.49 | $0.53 |
| 2014 | +33.80% | +$3379.81 | $409.66 | $81.93 | $0.66 |
| 2013 | +14.05% | +$1404.97 | $435.51 | $87.10 | $0.70 |
| 2012 | +13.95% | +$1395.24 | $449.36 | $89.87 | $0.72 |
| 2011 | +24.72% | +$2471.80 | $520.23 | $104.05 | $0.83 |
| 2010 | +7.93% | +$792.84 | $507.19 | $101.44 | $0.81 |
| 2009 | +28.70% | +$2869.52 | $607.69 | $121.54 | $0.97 |
| 2008 | -15.34% | $1533.99 | $489.77 | $97.95 | $0.78 |
| 2007 | -5.98% | $598.18 | $443.73 | $88.75 | $0.71 |
| 2006 | +16.46% | +$1645.89 | $487.64 | $97.53 | $0.78 |
| 2005 | +3.79% | +$379.50 | $484.05 | $96.81 | $0.77 |
| 2004 | +13.86% | +$1385.98 | $530.80 | $106.16 | $0.85 |
| 2003 | -11.37% | $1137.32 | $451.08 | $90.22 | $0.72 |
| 2002 | +14.93% | +$1493.20 | $498.25 | $99.65 | $0.80 |
| 2001 | +12.01% | +$1201.14 | $537.02 | $107.41 | $0.86 |
| 2000 | +29.02% | +$2902.44 | $663.53 | $132.71 | $1.06 |
| 1999 | -23.34% | $2333.76 | $485.76 | $97.15 | $0.78 |
| 1998 | +29.22% | +$2921.79 | $603.18 | $120.64 | $0.97 |
| 1997 | +13.23% | +$1323.35 | $650.47 | $130.10 | $1.04 |
| 1996 | -0.89% | $89.33 | $609.26 | $121.85 | $0.98 |
| 1995 | +39.48% | +$3948.44 | $805.89 | $161.18 | $1.29 |
| 1994 | -7.37% | $736.83 | $702.65 | $140.53 | $1.12 |
| 1993 | -3.85% | $385.09 | $640.25 | $128.05 | $1.02 |
| 1992 | -0.89% | $89.43 | $580.87 | $116.17 | $0.93 |
| 1991 | +29.28% | +$2927.87 | $678.69 | $135.74 | $1.09 |
| 1990 | +17.31% | +$1731.06 | $715.89 | $143.18 | $1.14 |
| 1989 | +55.63% | +$5563.40 | $992.64 | $198.53 | $1.59 |
| 1988 | +45.59% | +$4559.00 | $1595.31 | $319.06 | $2.56 |
| 1987 | -11.59% | $1159.05 | $1049.65 | $209.93 | $1.68 |
| 1986 | +12.27% | +$1226.99 | $1089.56 | $217.91 | $1.75 |
| 1985 | +7.97% | +$796.79 | $1083.67 | $216.73 | $1.73 |
| 1984 | +28.29% | +$2829.48 | $1269.62 | $253.92 | $2.03 |
| 1983 | +17.79% | +$1778.53 | $1676.61 | $335.32 | $2.69 |
| 1982 | +28.73% | +$2872.56 | $1541.74 | $308.34 | $2.46 |
| 1981 | +17.10% | +$1709.78 | $1574.53 | $314.91 | $2.52 |
| 1980 | -2.12% | $211.81 | $1345.61 | $269.13 | $2.16 |
| 1979 | +0.26% | +$26.33 | $1224.71 | $244.94 | $1.96 |
| 1978 | -11.60% | $1160.08 | $947.86 | $189.57 | $1.53 |
| 1977 | +17.19% | +$1718.66 | $996.29 | $199.26 | $1.59 |
| 1976 | +23.65% | +$2364.52 | $1126.96 | $225.38 | $1.81 |
| 1975 | +82.05% | +$8204.93 | $1881.66 | $376.34 | $2.99 |
| 1974 | -45.73% | $4573.40 | $916.82 | $183.37 | $1.46 |
| 1973 | -15.60% | $1559.72 | $719.60 | $143.92 | $1.15 |
| 1972 | +3.77% | +$377.11 | $680.46 | $136.09 | $1.09 |
| 1971 | -1.40% | $140.28 | $635.00 | $127.00 | $1.02 |
| 1970 partial | +7.05% (+7.09% ann.) | +$704.76 | $642.60 | $128.51 | $1.02 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | +30.24% | +5.93% | +$3024.37 | $3528.26 | $705.65 | $5.65 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +43.18% | +14.97% | +$4317.81 | $1959.62 | $391.93 | $3.14 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +44.47% | +7.64% | +$4446.55 | $2718.05 | $543.61 | $4.35 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -50.27% | -39.01% | $5027.35 | $540.68 | $108.14 | $0.86 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +179.80% | +35.63% | +$17980.06 | $3439.77 | $687.95 | $5.50 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +174.06% | +14.25% | +$17406.46 | $4331.63 | $866.33 | $6.93 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -42.18% | -99.81% | $4217.68 | $75.63 | $15.13 | $0.12 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +45.30% | +82.43% | +$4530.11 | $235.07 | $47.01 | $0.38 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +4.40% | +4.17% | +$439.86 | $331.28 | $66.26 | $0.53 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +4.63% | +4.92% | +$463.19 | $329.66 | $65.93 | $0.53 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +15.04% | +7.85% | +$1504.15 | $700.29 | $140.06 | $1.12 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | +23.57% | +14.44% | +$2356.70 | $547.00 | $109.40 | $0.88 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1970-03-20 | $0.2979 | 1.56% |
| 1970-06-19 | $0.2979 | 1.90% |
| 1970-09-25 | $0.2979 | 1.87% |
| 1970-12-14 | $0.2979 | 1.72% |
| 1971-03-19 | $0.2979 | 1.57% |
| 1971-06-16 | $0.2979 | 1.75% |
| 1971-09-24 | $0.2979 | 1.77% |
| 1971-12-15 | $0.2979 | 1.69% |
| 1972-03-20 | $0.2979 | 1.62% |
| 1972-06-16 | $0.2979 | 1.73% |
| 1972-09-21 | $0.2979 | 1.75% |
| 1972-12-21 | $0.2979 | 1.66% |
| 1973-03-23 | $0.3089 | 1.75% |
| 1973-06-14 | $0.3089 | 1.76% |
| 1973-09-19 | $0.3089 | 1.90% |
| 1973-12-13 | $0.3089 | 2.12% |
| 1974-03-15 | $0.3089 | 2.09% |
| 1974-06-14 | $0.3089 | 2.85% |
| 1974-09-20 | $0.3089 | 3.82% |
| 1974-12-02 | $0.3089 | 3.72% |
| 1975-03-21 | $0.3089 | 3.19% |
| 1975-06-13 | $0.3089 | 2.85% |
| 1975-09-19 | $0.3081 | 2.81% |
| 1975-12-10 | $0.3081 | 2.61% |
| 1976-03-19 | $0.3081 | 2.50% |
| 1976-06-16 | $0.3081 | 2.59% |
| 1976-09-22 | $0.3081 | 2.34% |
| 1976-12-10 | $0.3081 | 2.35% |
| 1977-03-10 | $0.3081 | 2.26% |
| 1977-06-10 | $0.3081 | 2.13% |
| 1977-09-12 | $0.3081 | 2.13% |
| 1977-12-12 | $0.3234 | 2.22% |
| 1978-03-10 | $0.3234 | 2.29% |
| 1978-06-14 | $0.3234 | 2.36% |
| 1978-09-20 | $0.3234 | 2.30% |
| 1978-12-13 | $0.3234 | 2.51% |
| 1979-03-14 | $0.3404 | 2.58% |
| 1979-06-14 | $0.3404 | 2.54% |
| 1979-09-14 | $0.3404 | 2.71% |
| 1979-12-12 | $0.3404 | 2.83% |
| 1980-03-14 | $0.3404 | 3.33% |
| 1980-06-12 | $0.3404 | 2.96% |
| 1980-09-18 | $0.3404 | 3.08% |
| 1980-12-12 | $0.3404 | 3.64% |
| 1981-03-13 | $0.3404 | 3.40% |
| 1981-06-12 | $0.3404 | 3.27% |
| 1981-09-18 | $0.3574 | 3.50% |
| 1981-12-14 | $0.3574 | 3.39% |
| 1982-03-12 | $0.3574 | 3.39% |
| 1982-06-16 | $0.3574 | 3.50% |
| 1982-09-17 | $0.3574 | 3.33% |
| 1982-12-10 | $0.3574 | 3.08% |
| 1983-03-10 | $0.3574 | 2.78% |
| 1983-06-10 | $0.3574 | 2.80% |
| 1983-09-16 | $0.3574 | 2.85% |
| 1983-12-01 | $0.3574 | 2.90% |
| 1983-12-09 | $0.3574 | 2.97% |
| 1984-03-16 | $0.3574 | 3.08% |
| 1984-06-14 | $0.3574 | 3.23% |
| 1984-09-14 | $0.3574 | 3.05% |
| 1984-12-11 | $0.3574 | 2.71% |
| 1985-03-15 | $0.3574 | 2.67% |
| 1985-06-14 | $0.3574 | 2.40% |
| 1985-09-18 | $0.3574 | 2.69% |
| 1985-11-29 | $0.3574 | 2.69% |
| 1986-03-20 | $0.3574 | 2.24% |
| 1986-06-12 | $0.3574 | 2.53% |
| 1986-09-17 | $0.3574 | 2.40% |
| 1986-12-10 | $0.3574 | 2.32% |
| 1987-03-10 | $0.3574 | 2.33% |
| 1987-06-10 | $0.3574 | 2.45% |
| 1987-09-17 | $0.3574 | 2.75% |
| 1987-12-10 | $0.3574 | 2.97% |
| 1988-03-10 | $0.3574 | 2.97% |
| 1988-06-10 | $0.6655 | 5.64% |
| 1988-09-14 | $0.3574 | 2.71% |
| 1988-12-14 | $0.3574 | 2.49% |
| 1989-03-10 | $0.3574 | 2.32% |
| 1989-06-09 | $0.3574 | 2.00% |
| 1989-09-14 | $0.3574 | 1.91% |
| 1989-12-13 | $0.3574 | 1.62% |
| 1990-03-09 | $0.3787 | 1.72% |
| 1990-06-13 | $0.3787 | 1.65% |
| 1990-09-14 | $0.3787 | 1.60% |
| 1990-12-13 | $0.3787 | 1.50% |
| 1991-03-13 | $0.4000 | 1.61% |
| 1991-06-13 | $0.4000 | 1.62% |
| 1991-09-13 | $0.4000 | 1.53% |
| 1991-12-12 | $0.4000 | 1.37% |
| 1992-03-13 | $0.4213 | 1.60% |
| 1992-06-12 | $0.4213 | 1.56% |
| 1992-09-15 | $0.4213 | 1.51% |
| 1992-12-11 | $0.4213 | 1.51% |
| 1993-03-12 | $0.4383 | 1.42% |
| 1993-06-11 | $0.4383 | 1.49% |
| 1993-09-15 | $0.4383 | 1.44% |
| 1993-12-10 | $0.4383 | 1.62% |
| 1994-03-15 | $0.4383 | 1.78% |
| 1994-06-15 | $0.4383 | 1.93% |
| 1994-09-15 | $0.4383 | 2.02% |
| 1994-12-13 | $0.4383 | 1.88% |
| 1995-03-16 | $0.4383 | 1.85% |
| 1995-06-19 | $0.4383 | 1.75% |
| 1995-09-19 | $0.4383 | 1.66% |
| 1995-12-13 | $0.4383 | 1.51% |
| 1996-03-19 | $0.4383 | 1.51% |
| 1996-06-18 | $0.4383 | 1.79% |
| 1996-09-18 | $0.4383 | 1.78% |
| 1996-12-12 | $0.4383 | 1.61% |
| 1997-03-18 | $0.4383 | 1.81% |
| 1997-06-18 | $0.4383 | 1.86% |
| 1997-09-18 | $0.4383 | 1.59% |
| 1997-12-17 | $0.4383 | 1.54% |
| 1998-03-18 | $0.4383 | 1.34% |
| 1998-06-18 | $0.4383 | 1.26% |
| 1998-09-17 | $0.4383 | 1.20% |
| 1998-12-17 | $0.4383 | 1.22% |
| 1999-03-25 | $0.4383 | 1.23% |
| 1999-06-17 | $0.4391 | 1.16% |
| 1999-09-16 | $0.4383 | 1.33% |
| 1999-12-16 | $0.4383 | 1.59% |
| 2000-03-16 | $0.4383 | 1.64% |
| 2000-06-16 | $0.4383 | 1.47% |
| 2000-09-21 | $0.4383 | 1.40% |
| 2000-12-20 | $0.4383 | 1.37% |
| 2001-03-20 | $0.4383 | 1.32% |
| 2001-06-21 | $0.4383 | 1.10% |
| 2001-09-20 | $0.4383 | 1.19% |
| 2001-12-21 | $0.4383 | 1.23% |
| 2002-03-21 | $0.4383 | 1.17% |
| 2002-06-26 | $0.4383 | 1.17% |
| 2002-09-24 | $0.4383 | 1.27% |
| 2002-12-19 | $0.4383 | 1.11% |
| 2003-03-20 | $0.4383 | 1.26% |
| 2003-06-19 | $0.4383 | 1.27% |
| 2003-09-18 | $0.4383 | 1.43% |
| 2003-12-18 | $0.4383 | 1.32% |
| 2004-03-18 | $0.4383 | 1.23% |
| 2004-06-17 | $0.4383 | 1.27% |
| 2004-09-17 | $0.4383 | 1.25% |
| 2004-12-16 | $0.4383 | 1.15% |
| 2005-03-17 | $0.4383 | 1.11% |
| 2005-06-16 | $0.4383 | 1.08% |
| 2005-09-15 | $0.4383 | 1.11% |
| 2005-12-15 | $0.4383 | 1.16% |
| 2006-03-16 | $0.4383 | 1.19% |
| 2006-06-15 | $0.4383 | 1.25% |
| 2006-09-14 | $0.4383 | 1.24% |
| 2006-12-14 | $0.4511 | 1.09% |
| 2007-03-15 | $0.4511 | 1.14% |
| 2007-06-14 | $0.4511 | 1.03% |
| 2007-09-17 | $0.4511 | 1.09% |
| 2007-12-13 | $0.4511 | 1.09% |
| 2008-03-17 | $0.4511 | 1.35% |
| 2008-06-12 | $0.4511 | 1.21% |
| 2008-09-11 | $0.4511 | 1.22% |
| 2008-12-11 | $0.4511 | 1.51% |
| 2009-03-12 | $0.4511 | 2.09% |
| 2009-06-11 | $0.4511 | 1.69% |
| 2009-09-17 | $0.4511 | 1.46% |
| 2009-12-17 | $0.4511 | 1.21% |
| 2010-03-18 | $0.4511 | 1.16% |
| 2010-06-17 | $0.4511 | 1.10% |
| 2010-09-16 | $0.4766 | 1.16% |
| 2010-12-22 | $0.4766 | 1.23% |
| 2011-03-17 | $0.4766 | 1.17% |
| 2011-06-16 | $0.5004 | 1.19% |
| 2011-09-15 | $0.5004 | 1.19% |
| 2011-12-15 | $0.5004 | 1.14% |
| 2012-03-15 | $0.5004 | 1.06% |
| 2012-06-18 | $0.5004 | 0.98% |
| 2012-09-13 | $0.5277 | 1.05% |
| 2012-12-17 | $0.5277 | 1.02% |
| 2013-03-14 | $0.5277 | 0.93% |
| 2013-06-13 | $0.5574 | 0.99% |
| 2013-09-12 | $0.5574 | 0.98% |
| 2013-12-12 | $0.5574 | 0.99% |
| 2014-03-13 | $0.5574 | 0.92% |
| 2014-06-12 | $0.5574 | 0.88% |
| 2014-09-11 | $0.5872 | 0.89% |
| 2014-12-11 | $0.5872 | 0.84% |
| 2015-03-12 | $0.5872 | 0.88% |
| 2015-06-11 | $0.5872 | 0.92% |
| 2015-09-17 | $0.6213 | 0.94% |
| 2015-12-17 | $0.6213 | 0.90% |
| 2016-03-17 | $0.6213 | 0.82% |
| 2016-06-16 | $0.6213 | 0.78% |
| 2016-09-15 | $0.6553 | 0.83% |
| 2016-12-15 | $0.7021 | 0.85% |
| 2017-03-16 | $0.7021 | 0.80% |
| 2017-06-15 | $0.7021 | 0.75% |
| 2017-09-15 | $0.7021 | 0.74% |
| 2017-12-15 | $0.7515 | 0.78% |
| 2018-03-16 | $0.7515 | 0.87% |
| 2018-06-15 | $0.7515 | 0.91% |
| 2018-09-14 | $0.7515 | 0.78% |
| 2018-12-14 | $0.8043 | 0.79% |
| 2019-03-15 | $0.8043 | 0.76% |
| 2019-06-14 | $0.8043 | 0.73% |
| 2019-09-13 | $0.8043 | 0.73% |
| 2019-12-13 | $0.8621 | 0.81% |
| 2020-03-13 | $0.8621 | 1.11% |
| 2020-06-12 | $0.8621 | 0.96% |
| 2020-09-18 | $0.8621 | 0.87% |
| 2020-12-18 | $0.9234 | 0.88% |
| 2021-03-12 | $0.9234 | 0.86% |
| 2021-06-18 | $0.9234 | 0.81% |
| 2021-09-17 | $0.8250 | 0.70% |
| 2021-12-17 | $0.8850 | 0.74% |
| 2022-03-18 | $0.8850 | 0.69% |
| 2022-06-16 | $0.8850 | 0.74% |
| 2022-09-16 | $0.8850 | 0.68% |
| 2022-12-16 | $0.9530 | 0.80% |
| 2023-03-17 | $0.9530 | 0.87% |
| 2023-06-15 | $0.9530 | 0.84% |
| 2023-09-15 | $0.9530 | 0.89% |
| 2023-12-15 | $1.0200 | 0.91% |
| 2024-03-15 | $1.0200 | 0.93% |
| 2024-06-17 | $1.0200 | 0.91% |
| 2024-09-16 | $1.0200 | 0.81% |
| 2024-12-16 | $1.0900 | 0.90% |
| 2025-03-17 | $1.0900 | 0.81% |
| 2025-06-16 | $1.0900 | 0.81% |
| 2025-09-15 | $1.0900 | 0.80% |
| 2025-12-15 | $1.1650 | 0.90% |
| 2026-03-16 | $1.1650 | 0.78% |
| Total | 226 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-14 to 2026-04-14. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-06-18 | $78.22 | $15.64 | $0.13 | 0.5565 |
| 2021-09-17 | $70.34 | $14.07 | $0.11 | 0.4926 |
| 2021-12-17 | $75.89 | $15.18 | $0.12 | 0.5196 |
| 2022-03-18 | $76.35 | $15.27 | $0.12 | 0.4835 |
| 2022-06-16 | $76.78 | $15.36 | $0.12 | 0.5257 |
| 2022-09-16 | $77.24 | $15.45 | $0.12 | 0.4748 |
| 2022-12-16 | $83.63 | $16.73 | $0.13 | 0.5765 |
| 2023-03-17 | $84.18 | $16.84 | $0.13 | 0.6279 |
| 2023-06-15 | $84.78 | $16.96 | $0.14 | 0.5942 |
| 2023-09-15 | $85.35 | $17.07 | $0.14 | 0.6381 |
| 2023-12-15 | $92.00 | $18.40 | $0.15 | 0.6683 |
| 2024-03-15 | $92.68 | $18.54 | $0.15 | 0.6821 |
| 2024-06-17 | $93.37 | $18.67 | $0.15 | 0.6731 |
| 2024-09-16 | $94.06 | $18.81 | $0.15 | 0.5943 |
| 2024-12-16 | $101.16 | $20.23 | $0.16 | 0.6656 |
| 2025-03-17 | $101.89 | $20.38 | $0.16 | 0.5999 |
| 2025-06-16 | $102.54 | $20.51 | $0.16 | 0.6148 |
| 2025-09-15 | $103.21 | $20.64 | $0.17 | 0.6039 |
| 2025-12-15 | $111.02 | $22.20 | $0.18 | 0.6881 |
| 2026-03-16 | $111.82 | $22.36 | $0.18 | 0.5981 |
| Total | $1796.51 | $359.30 | $2.87 | 11.8779 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.