| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | AEYE | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −5.7% | −27.6% | −6.6% | +12.4% | +7.3% | −24.3% | +0.3% | — | — | — | — | — | −41.6% | +9.3% | −51.0pp |
| 2025 | +24.5% | −31.3% | −14.7% | −2.3% | +12.6% | −4.7% | +10.0% | +0.3% | +7.9% | +10.9% | −19.6% | −19.2% | −34.3% | +17.7% | −52.0pp |
| 2024 | −3.1% | +39.4% | +36.7% | +55.8% | +53.8% | −26.6% | +42.1% | −3.3% | −5.6% | −6.8% | +26.4% | −43.5% | +180.6% | +24.9% | +155.7pp |
| 2023 | +50.7% | +19.9% | +2.6% | −13.0% | −1.5% | −19.7% | +10.4% | −11.5% | +3.6% | −10.3% | −3.8% | +26.9% | +41.5% | +26.2% | +15.3pp |
| 2022 | −19.1% | +5.8% | +13.3% | −39.2% | −18.6% | +78.3% | −11.8% | +19.2% | −12.8% | −3.1% | −12.7% | −17.8% | −45.4% | −18.2% | −27.3pp |
| 2021 | −7.4% | +31.9% | −11.5% | −9.4% | −27.5% | −8.5% | −17.5% | −5.9% | −15.4% | −9.9% | −22.0% | −9.4% | −72.8% | +28.7% | −101.6pp |
| 2020 | +5.1% | −19.7% | +12.1% | +70.9% | +11.6% | +18.1% | +46.9% | +29.7% | −23.4% | +15.3% | +0.2% | +53.4% | +450.7% | +18.3% | +432.4pp |
| 2019 | +15.2% | +8.2% | −15.5% | −5.4% | −27.8% | +28.5% | −22.9% | −32.8% | −5.4% | −16.0% | +56.9% | −8.0% | −45.1% | +31.2% | −76.4pp |
| 2018 | +80.8% | −21.4% | +11.9% | −18.3% | +7.0% | +20.9% | +22.7% | +0.3% | +2712.8% | −12.2% | −15.8% | +28.6% | +5419.7% | −4.6% | +5424.3pp |
| 2017 | −14.2% | +24.9% | −13.3% | +53.8% | −5.0% | −5.3% | −11.1% | +12.5% | −22.2% | −0.7% | −6.5% | +19.2% | +10.6% | +21.7% | −11.1pp |
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. AEYE 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 ⓘ | 13 | 13 | 13 | 13 | 14 | 14 | 14 | 13 | 13 | 13 | 13 | 13 |
| Positive ⓘ | 62% | 54% | 54% | 38% | 36% | 29% | 50% | 46% | 23% | 23% | 46% | 38% |
| Median | +5.1% | +5.8% | +2.6% | −5.4% | −3.9% | −6.9% | −3.2% | +0.0% | −7.7% | −6.8% | −3.8% | −9.4% |
| Best | +80.8% | +166.0% | +89.3% | +70.9% | +53.8% | +78.3% | +157.3% | +29.7% | +2712.8% | +28.0% | +56.9% | +53.4% |
| Worst | −19.1% | −31.3% | −16.2% | −42.7% | −45.7% | −42.9% | −36.6% | −32.8% | −28.6% | −38.3% | −22.0% | −43.5% |
| vs SPY ⓘ | +5.6pp | +5.0pp | −1.1pp | −9.5pp | −5.4pp | −9.3pp | −4.7pp | −2.9pp | −7.3pp | −5.9pp | −10.7pp | −12.0pp |
159 monthly observations across 2013–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
