| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | AGIO | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +0.8% | +10.2% | +11.9% | −17.2% | +5.0% | +26.2% | −5.7% | — | — | — | — | — | +28.6% | +7.5% | +21.1pp |
| 2025 | +4.7% | +3.3% | −17.6% | +1.3% | +8.1% | +3.6% | +11.9% | +1.3% | +6.4% | +7.7% | −32.5% | −6.8% | −17.2% | +17.7% | −34.9pp |
| 2024 | +1.6% | +42.9% | −9.5% | +11.1% | +11.8% | +18.7% | +7.6% | −1.1% | −3.2% | +0.0% | +33.7% | −44.7% | +47.6% | +24.9% | +22.7pp |
| 2023 | +5.0% | −14.1% | −9.2% | −0.4% | +10.5% | +12.0% | −6.4% | +3.4% | −9.8% | −15.1% | +5.8% | +0.2% | −20.7% | +26.2% | −46.9pp |
| 2022 | −6.0% | +0.8% | −6.5% | −24.5% | −11.4% | +13.9% | −2.7% | +18.2% | +10.9% | −2.6% | +9.4% | −6.8% | −14.6% | −18.2% | +3.6pp |
| 2021 | +8.4% | +1.0% | +8.9% | +8.1% | −0.0% | −1.2% | −12.7% | −7.1% | +3.3% | +1.8% | −24.2% | −7.7% | −24.1% | +28.7% | −52.9pp |
| 2020 | +2.1% | −2.6% | −25.3% | +16.0% | +25.8% | +3.4% | −15.3% | −9.5% | −14.7% | +14.5% | +15.6% | −6.5% | −9.3% | +18.3% | −27.6pp |
| 2019 | +16.2% | +21.0% | +4.0% | −17.1% | −17.4% | +8.0% | −3.5% | −21.1% | −14.6% | −7.2% | +29.3% | +22.8% | +3.6% | +31.2% | −27.7pp |
| 2018 | +37.8% | +2.1% | +1.7% | +2.6% | +11.4% | −9.9% | +2.6% | −6.6% | −4.5% | −18.2% | +4.3% | −29.9% | −19.3% | −4.6% | −14.8pp |
| 2017 | +3.1% | +12.6% | +20.6% | −14.9% | −6.1% | +10.2% | +8.7% | +13.1% | +5.5% | −3.7% | −4.2% | −7.1% | +37.0% | +21.7% | +15.3pp |
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. AGIO 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.
