| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | BAI | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +3.5% | +1.6% | −5.9% | +30.9% | +15.6% | +5.7% | −22.1% | — | — | — | — | — | +23.4% | +7.5% | +15.8pp |
| 2025 | +4.1% | −9.0% | −14.6% | +3.2% | +14.6% | +11.4% | +8.2% | +0.8% | +8.5% | +9.6% | −7.1% | −2.5% | +25.2% | +17.7% | +7.5pp |
| 2024 · part | — | — | — | — | — | — | — | — | — | — | +7.7% | +2.3% | +10.2% | +24.9% | −14.7pp |
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. BAI 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 ⓘ | 2 | 2 | 2 | 2 | 2 | 2 | 2 | 1 | 1 | 1 | 2 | 2 |
| Positive ⓘ | 100% | 50% | 0% | 100% | 100% | 100% | 50% | 100% | 100% | 100% | 50% | 50% |
| Median | +3.8% | −3.7% | −10.3% | +17.1% | +15.1% | +8.6% | −6.9% | +0.8% | +8.5% | +9.6% | +0.3% | −0.1% |
| Best | +4.1% | +1.6% | −5.9% | +30.9% | +15.6% | +11.4% | +8.2% | +0.8% | +8.5% | +9.6% | +7.7% | +2.3% |
| Worst | +3.5% | −9.0% | −14.6% | +3.2% | +14.6% | +5.7% | −22.1% | +0.8% | +8.5% | +9.6% | −7.1% | −2.5% |
| vs SPY ⓘ | +1.7pp | −2.7pp | −5.0pp | +12.3pp | +9.3pp | +6.5pp | −6.9pp | −1.3pp | +5.0pp | +7.2pp | −2.8pp | +1.0pp |
21 monthly observations across 2024–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
