| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | AREN | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −2.7% | −25.7% | −24.9% | +16.1% | −44.4% | −40.7% | +41.0% | — | — | — | — | — | −70.8% | +9.3% | −80.1pp |
| 2025 | +0.7% | +19.3% | +7.5% | +189.0% | −14.6% | +45.2% | −1.5% | −3.4% | −7.3% | +1.8% | −24.6% | −4.8% | +198.5% | +17.7% | +180.8pp |
| 2024 | −35.7% | +26.1% | −38.9% | −36.4% | +26.7% | −18.9% | +20.8% | +2.2% | −15.3% | −21.1% | +136.1% | −10.7% | −43.7% | +24.9% | −68.6pp |
| 2023 | −15.7% | −12.1% | −45.9% | −3.5% | +2.4% | +9.0% | −17.9% | +8.2% | +5.2% | −1.2% | −45.2% | +2.6% | −77.6% | +26.2% | −103.7pp |
| 2022 · part | — | — | +36.7% | −4.4% | +6.2% | −18.1% | +15.7% | +1.1% | +24.5% | +7.6% | −2.7% | −22.7% | +34.0% | −18.2% | +52.1pp |
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. AREN 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 ⓘ | 4 | 4 | 5 | 5 | 5 | 5 | 5 | 4 | 4 | 4 | 4 | 4 |
| Positive ⓘ | 25% | 50% | 40% | 40% | 60% | 40% | 60% | 75% | 50% | 50% | 25% | 25% |
| Median | −9.2% | +3.6% | −24.9% | −3.5% | +2.4% | −18.1% | +15.7% | +1.6% | −1.1% | +0.3% | −13.6% | −7.7% |
| Best | +0.7% | +26.1% | +36.7% | +189.0% | +26.7% | +45.2% | +41.0% | +8.2% | +24.5% | +7.6% | +136.1% | +2.6% |
| Worst | −35.7% | −25.7% | −45.9% | −36.4% | −44.4% | −40.7% | −17.9% | −3.4% | −15.3% | −21.1% | −45.2% | −22.7% |
| vs SPY ⓘ | −13.1pp | +5.5pp | −20.0pp | +4.3pp | +2.0pp | −9.9pp | +6.5pp | +2.5pp | −0.5pp | −0.5pp | −16.5pp | −6.6pp |
53 monthly observations across 2022–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
