| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | BALL | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +7.4% | +18.0% | −11.7% | +3.3% | −10.5% | +14.6% | +5.5% | — | — | — | — | — | +25.1% | +7.5% | +17.6pp |
| 2025 | +1.0% | −5.8% | −0.4% | −0.2% | +3.2% | +5.1% | +2.1% | −8.1% | −3.9% | −6.8% | +5.4% | +7.4% | −2.4% | +17.7% | −20.1pp |
| 2024 | −3.6% | +15.8% | +5.2% | +3.3% | −0.5% | −13.1% | +6.3% | −0.0% | +6.8% | −12.8% | +4.9% | −11.0% | −3.0% | +24.9% | −27.8pp |
| 2023 | +13.9% | −3.1% | −2.0% | −3.5% | −3.4% | +13.8% | +0.8% | −6.9% | −8.6% | −3.3% | +15.2% | +4.0% | +14.1% | +26.2% | −12.0pp |
| 2022 · part | — | — | — | — | — | −3.0% | +6.8% | −23.7% | −13.4% | +2.2% | +14.0% | −8.8% | −27.3% | −18.2% | −9.2pp |
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. BALL 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 | 4 | 4 | 4 | 5 | 5 | 4 | 4 | 4 | 4 | 4 |
| Positive ⓘ | 75% | 50% | 25% | 50% | 25% | 60% | 100% | 0% | 25% | 25% | 100% | 50% |
| Median | +4.2% | +6.3% | −1.2% | +1.5% | −2.0% | +5.1% | +5.5% | −7.5% | −6.2% | −5.0% | +9.7% | −2.4% |
| Best | +13.9% | +18.0% | +5.2% | +3.3% | +3.2% | +14.6% | +6.8% | −0.0% | +6.8% | +2.2% | +15.2% | +7.4% |
| Worst | −3.6% | −5.8% | −11.7% | −3.5% | −10.5% | −13.1% | +0.8% | −23.7% | −13.4% | −12.8% | +4.9% | −11.0% |
| vs SPY ⓘ | +2.1pp | +5.0pp | −1.9pp | −2.2pp | −4.7pp | +5.3pp | −0.2pp | −7.7pp | −4.0pp | −7.5pp | +5.7pp | −1.8pp |
50 monthly observations across 2022–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
