| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | BE | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +74.2% | +2.8% | −13.0% | +109.1% | +0.6% | +6.2% | −31.6% | — | — | — | — | — | +138.4% | +9.3% | +129.0pp |
| 2025 | +6.2% | +1.9% | −18.2% | −6.8% | +0.8% | +29.5% | +56.3% | +41.6% | +59.7% | +56.3% | −17.3% | −20.5% | +291.2% | +17.7% | +273.5pp |
| 2024 | −23.5% | −22.5% | +28.2% | −1.0% | +46.6% | −25.0% | +10.6% | −12.0% | −11.3% | −9.1% | +185.9% | −19.1% | +50.1% | +24.9% | +25.2pp |
| 2023 | +30.4% | −13.0% | −8.1% | −16.5% | −17.6% | +19.2% | +9.2% | −16.1% | −11.5% | −21.6% | +38.8% | +2.5% | −22.6% | +26.2% | −48.8pp |
| 2022 | −31.2% | +47.2% | +8.8% | −23.1% | −5.6% | −5.8% | +22.6% | +25.6% | −21.3% | −6.4% | +13.8% | −10.2% | −12.8% | −18.2% | +5.4pp |
| 2021 | +21.8% | −18.3% | −5.2% | −4.0% | −6.9% | +11.2% | −18.9% | −1.7% | −12.6% | +67.0% | −12.1% | −20.2% | −23.5% | +28.7% | −52.2pp |
| 2020 | +5.5% | +15.1% | −42.3% | +46.7% | +4.7% | +35.5% | +11.8% | +28.8% | +14.8% | −29.7% | +94.0% | +16.9% | +283.7% | +18.3% | +265.3pp |
| 2019 | −5.3% | +53.1% | −10.7% | +5.4% | −20.7% | +13.6% | −14.8% | −57.1% | −27.5% | −5.8% | +113.1% | +14.6% | −25.2% | +31.2% | −56.4pp |
| 2018 · part | — | — | — | — | — | — | — | +29.9% | +13.8% | −30.3% | −30.7% | −39.3% | −56.7% | −4.6% | −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. BE 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 ⓘ | 8 | 8 | 8 | 8 | 8 | 8 | 8 | 8 | 8 | 8 | 8 | 8 |
| Positive ⓘ | 63% | 63% | 25% | 38% | 50% | 75% | 63% | 50% | 38% | 25% | 63% | 38% |
| Median | +5.8% | +2.4% | −9.4% | −2.5% | −2.5% | +12.4% | +9.9% | +11.9% | −11.4% | −7.7% | +26.3% | −14.6% |
| Best | +74.2% | +53.1% | +28.2% | +109.1% | +46.6% | +35.5% | +56.3% | +41.6% | +59.7% | +67.0% | +185.9% | +16.9% |
| Worst | −31.2% | −22.5% | −42.3% | −23.1% | −20.7% | −25.0% | −31.6% | −57.1% | −27.5% | −30.3% | −30.7% | −39.3% |
| vs SPY ⓘ | +4.5pp | +3.4pp | −10.8pp | −2.3pp | −5.6pp | +8.1pp | +5.9pp | +8.5pp | −7.4pp | −11.4pp | +19.0pp | −10.6pp |
96 monthly observations across 2018–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
