| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | BFRI | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +63.2% | −1.9% | −11.3% | +33.5% | −18.0% | +6.8% | +17.3% | — | — | — | — | — | +94.7% | +7.5% | +87.2pp |
| 2025 | +3.7% | −13.7% | −18.0% | −12.5% | −19.7% | +26.6% | +51.8% | −18.0% | +11.2% | +11.7% | −25.7% | −30.2% | −47.7% | +17.7% | −65.4pp |
| 2024 | −52.0% | −37.0% | +83.8% | +19.5% | −44.0% | −12.8% | +33.6% | −9.2% | +22.0% | −7.5% | −26.8% | +21.1% | −60.6% | +24.9% | −85.5pp |
| 2023 | −7.3% | −12.9% | −17.6% | −3.3% | −20.3% | +10.6% | +12.9% | −26.2% | +1.3% | −46.4% | −28.8% | −17.2% | −84.9% | +26.2% | −111.1pp |
| 2022 · part | — | — | — | — | — | — | — | — | — | — | −2.8% | −12.7% | −15.1% | −18.2% | +3.0pp |
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. BFRI 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 | 4 | 4 | 3 | 3 | 3 | 4 | 4 |
| Positive ⓘ | 50% | 0% | 25% | 50% | 0% | 75% | 100% | 0% | 100% | 33% | 0% | 25% |
| Median | −1.8% | −13.3% | −14.5% | +8.1% | −20.0% | +8.7% | +25.5% | −18.0% | +11.2% | −7.5% | −26.3% | −15.0% |
| Best | +63.2% | −1.9% | +83.8% | +33.5% | −18.0% | +26.6% | +51.8% | −9.2% | +22.0% | +11.7% | −2.8% | +21.1% |
| Worst | −52.0% | −37.0% | −18.0% | −12.5% | −44.0% | −12.8% | +12.9% | −26.2% | +1.3% | −46.4% | −28.8% | −30.2% |
| vs SPY ⓘ | −6.3pp | −11.4pp | −9.4pp | +9.1pp | −24.6pp | +6.0pp | +26.0pp | −20.0pp | +7.6pp | −6.6pp | −29.4pp | −14.4pp |
45 monthly observations across 2022–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
