| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | BAR.BR | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −1.2% | −6.8% | −13.2% | +0.6% | +2.5% | −8.8% | −5.8% | — | — | — | — | — | −29.1% | +7.5% | −36.7pp |
| 2025 | −8.1% | +16.9% | +4.7% | +2.1% | +11.8% | −3.6% | +10.2% | +2.3% | −3.6% | −8.4% | −0.6% | −3.7% | +17.9% | +17.7% | +0.2pp |
| 2024 | −7.0% | +6.7% | −7.0% | −14.3% | +2.1% | −19.6% | +15.1% | +3.2% | −3.0% | −4.9% | −10.9% | +3.7% | −34.3% | +24.9% | −59.2pp |
| 2023 | +0.7% | +16.0% | +1.8% | −3.5% | −6.9% | −5.8% | −9.8% | −3.9% | −7.2% | −21.2% | +6.6% | +7.2% | −27.1% | +26.2% | −53.2pp |
| 2022 | −4.7% | +11.6% | −1.8% | +8.2% | +2.8% | −7.7% | +26.7% | −13.0% | −1.4% | −0.2% | −0.6% | +6.3% | +22.7% | −18.2% | +40.9pp |
| 2021 | −10.4% | +27.4% | −1.6% | +5.8% | +9.7% | +1.1% | −8.8% | −1.2% | −9.8% | +3.8% | −9.1% | +8.3% | +9.5% | +28.7% | −19.2pp |
| 2020 | +2.5% | −13.7% | −27.3% | +3.7% | +9.1% | +0.4% | −25.6% | +6.9% | +0.3% | −24.8% | +34.6% | −1.6% | −42.0% | +18.3% | −60.3pp |
| 2019 | +8.0% | +25.7% | +1.8% | +16.0% | +11.7% | +6.2% | +1.9% | +2.4% | −6.3% | +7.6% | +7.4% | +4.5% | +124.6% | +31.2% | +93.4pp |
| 2018 | +11.4% | +1.0% | −0.4% | +7.2% | +0.8% | −1.3% | +15.9% | −2.3% | −2.5% | −12.8% | −1.7% | +0.0% | +13.0% | −4.6% | +17.5pp |
| 2017 | +0.5% | +5.3% | +10.9% | −3.7% | −0.3% | +1.8% | −5.9% | −3.3% | +11.5% | −3.7% | +1.9% | −0.4% | +13.9% | +21.7% | −7.8pp |
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. BAR.BR 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 ⓘ | 16 | 17 | 17 | 17 | 17 | 17 | 17 | 16 | 16 | 16 | 16 | 16 |
| Positive ⓘ | 50% | 76% | 53% | 59% | 65% | 29% | 53% | 38% | 38% | 50% | 44% | 75% |
| Median | −0.2% | +6.7% | +1.3% | +2.1% | +2.1% | −5.8% | +1.9% | −2.1% | −2.8% | +0.0% | −0.6% | +4.1% |
| Best | +11.4% | +27.4% | +14.6% | +22.8% | +11.8% | +6.2% | +26.7% | +7.2% | +11.5% | +27.0% | +34.6% | +15.4% |
| Worst | −10.4% | −13.7% | −27.3% | −14.3% | −11.2% | −19.6% | −25.6% | −16.4% | −17.5% | −24.8% | −10.9% | −3.7% |
| vs SPY ⓘ | +0.3pp | +6.4pp | −0.7pp | −2.9pp | −0.5pp | −5.1pp | −0.2pp | −1.5pp | −2.8pp | −4.5pp | −2.6pp | +3.2pp |
198 monthly observations across 2010–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
