| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | BAYRY | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +20.7% | −5.8% | −6.7% | −2.4% | −5.4% | +29.7% | +2.2% | — | — | — | — | — | +29.8% | +9.3% | +20.4pp |
| 2025 | +15.6% | +5.1% | +1.2% | +10.4% | +7.3% | +6.8% | +2.5% | +6.2% | +0.9% | −6.5% | +13.4% | +23.1% | +122.8% | +17.7% | +105.1pp |
| 2024 | −15.2% | −3.1% | +0.9% | −4.3% | +5.8% | −8.8% | +6.0% | +3.5% | +9.7% | −20.1% | −24.2% | −4.9% | −46.9% | +24.9% | −71.8pp |
| 2023 | +21.2% | −4.6% | +7.1% | +2.6% | −11.0% | −1.1% | +5.6% | −6.1% | −12.5% | −10.4% | −20.7% | +8.3% | −25.4% | +26.2% | −51.5pp |
| 2022 | +13.7% | −4.0% | +18.3% | −4.3% | +12.5% | −16.6% | −2.4% | −9.1% | −12.4% | +13.7% | +10.8% | −11.7% | +0.3% | −18.2% | +18.5pp |
| 2021 | +2.5% | +0.6% | +3.8% | +5.7% | −1.0% | −4.9% | −2.5% | −6.8% | −1.8% | +4.3% | −11.0% | +5.1% | −7.3% | +28.7% | −36.1pp |
| 2020 | −0.0% | −11.1% | −19.7% | +19.0% | +4.0% | +8.9% | −11.5% | +1.1% | −10.2% | −21.5% | +23.8% | +2.2% | −23.4% | +18.3% | −41.7pp |
| 2019 | +8.5% | +5.4% | −19.8% | +9.2% | −12.2% | +18.3% | −7.0% | +14.7% | −4.9% | +9.9% | −2.9% | +7.4% | +20.9% | +31.2% | −10.3pp |
| 2018 | +5.4% | −10.8% | −3.4% | +5.8% | +2.9% | −6.5% | +0.6% | −15.9% | −5.1% | −13.3% | −4.0% | −4.7% | −41.1% | −4.6% | −36.5pp |
| 2017 | +6.7% | −1.0% | +4.6% | +7.9% | +20.9% | −2.2% | −2.6% | +1.3% | +6.8% | −4.9% | −1.8% | −2.7% | +35.1% | +21.7% | +13.4pp |
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. BAYRY 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 ⓘ | 19 | 19 | 19 | 19 | 19 | 19 | 19 | 18 | 18 | 19 | 19 | 19 |
| Positive ⓘ | 63% | 37% | 58% | 68% | 58% | 37% | 58% | 50% | 44% | 53% | 42% | 63% |
| Median | +3.1% | −1.0% | +0.9% | +3.5% | +0.0% | −0.8% | +0.6% | +0.0% | −0.9% | +0.0% | −0.4% | +3.8% |
| Best | +21.2% | +7.0% | +18.3% | +39.6% | +20.9% | +29.7% | +14.3% | +14.7% | +13.4% | +16.4% | +23.8% | +23.1% |
| Worst | −15.2% | −11.1% | −19.8% | −4.3% | −15.6% | −16.6% | −11.5% | −19.6% | −14.8% | −32.2% | −24.2% | −11.7% |
| vs SPY ⓘ | −0.0pp | −2.2pp | −0.6pp | +1.6pp | −0.8pp | +0.5pp | +0.9pp | −1.8pp | −2.9pp | −2.8pp | +0.2pp | +1.9pp |
226 monthly observations across 2007–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
