| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | BETR | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −7.0% | +8.5% | +8.3% | +15.5% | −37.7% | +7.4% | −22.6% | — | — | — | — | — | −34.7% | +7.5% | −42.2pp |
| 2025 | +14.1% | +12.7% | −4.8% | +31.6% | −6.3% | −7.9% | +4.4% | +74.9% | +148.1% | +30.4% | −33.9% | −32.7% | +265.2% | +17.7% | +247.5pp |
| 2024 | −24.7% | −13.0% | −7.2% | −20.1% | −16.9% | +39.1% | +10.8% | −38.1% | +13.2% | −12.5% | +1.2% | −43.4% | −78.2% | +24.9% | −103.0pp |
| 2023 | — | — | — | — | — | — | — | −92.3% | −48.2% | −1.5% | −3.0% | +78.3% | −93.2% | +26.2% | −119.4pp |
| 2018 · part | −0.1% | — | — | — | — | — | — | — | — | — | — | — | −0.1% | −4.6% | +4.5pp |
| 2017 | +9.3% | +4.0% | −16.2% | +7.1% | +1.7% | +5.4% | +8.5% | −31.1% | −1.7% | −9.9% | −9.2% | +107.1% | +36.3% | +21.7% | +14.6pp |
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. BETR 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 ⓘ | 6 | 5 | 5 | 5 | 5 | 5 | 5 | 5 | 6 | 6 | 6 | 6 |
| Positive ⓘ | 33% | 60% | 40% | 80% | 20% | 80% | 60% | 40% | 33% | 33% | 33% | 33% |
| Median | −3.2% | +4.0% | −4.8% | +7.6% | −15.3% | +7.4% | +4.4% | −31.1% | −3.0% | −5.7% | −6.1% | −7.7% |
| Best | +14.1% | +12.7% | +39.2% | +31.6% | +1.7% | +39.1% | +10.8% | +74.9% | +148.1% | +30.4% | +3.9% | +107.1% |
| Worst | −24.7% | −13.0% | −16.2% | −20.1% | −37.7% | −7.9% | −22.6% | −92.3% | −48.2% | −12.5% | −34.4% | −43.4% |
| vs SPY ⓘ | −3.5pp | +0.1pp | +0.7pp | +6.2pp | −17.0pp | +8.4pp | +2.1pp | −31.4pp | −4.0pp | −4.1pp | −12.2pp | −7.9pp |
65 monthly observations across 2015–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
