| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | AMZP | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −0.2% | −15.4% | −2.6% | +27.8% | +1.5% | −14.7% | −3.2% | — | — | — | — | — | −11.9% | +9.3% | −21.2pp |
| 2025 | +4.3% | −11.1% | −10.9% | −4.1% | +8.6% | +5.2% | +4.4% | −1.1% | −4.8% | +7.2% | −6.0% | −1.3% | −11.6% | +17.7% | −29.3pp |
| 2024 | +0.6% | +9.1% | +1.8% | −3.0% | −0.1% | +4.7% | −4.1% | −3.8% | +2.2% | −1.2% | +8.2% | +2.6% | +17.1% | +24.9% | −7.8pp |
| 2023 · part | — | — | — | — | — | — | — | — | — | — | — | +2.5% | +2.5% | +26.2% | −23.7pp |
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. AMZP is on the price only (split-adjusted close; dividends NOT included) basis, SPY on the total return (splits + dividends) basis. THE TWO DIFFER: one series includes dividends and the other does not, so the Δ column flatters whichever one is on the total-return basis. Read it with that in mind — the bases are printed rather than silently reconciled.
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 ⓘ | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 2 | 2 | 2 | 2 | 3 |
| Positive ⓘ | 67% | 33% | 33% | 33% | 67% | 67% | 33% | 0% | 50% | 50% | 50% | 67% |
| Median | +0.6% | −11.1% | −2.6% | −3.0% | +1.5% | +4.7% | −3.2% | −2.5% | −1.3% | +3.0% | +1.1% | +2.5% |
| Best | +4.3% | +9.1% | +1.8% | +27.8% | +8.6% | +5.2% | +4.4% | −1.1% | +2.2% | +7.2% | +8.2% | +2.6% |
| Worst | −0.2% | −15.4% | −10.9% | −4.1% | −0.1% | −14.7% | −4.1% | −3.8% | −4.8% | −1.2% | −6.0% | −1.3% |
| vs SPY ⓘ | −1.0pp | −9.9pp | −1.4pp | +1.1pp | −3.8pp | +0.1pp | −2.5pp | −4.7pp | −4.1pp | +2.2pp | −2.0pp | −1.4pp |
32 monthly observations across 2023–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
