| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | BGI | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +12.2% | −27.7% | −6.0% | −1.0% | −7.4% | −10.5% | −17.5% | — | — | — | — | — | −48.3% | +7.5% | −55.9pp |
| 2025 | +9.8% | −33.3% | −2.3% | −11.5% | −8.8% | −1.1% | −21.7% | +13.6% | +34.5% | +1.8% | +0.6% | −20.1% | −44.2% | +17.7% | −61.9pp |
| 2024 | −12.8% | −2.7% | −16.2% | −23.2% | +14.8% | −10.5% | −3.4% | +6.3% | −19.0% | −0.6% | −25.9% | +0.1% | −65.6% | +24.9% | −90.5pp |
| 2023 | −5.0% | +8.9% | −1.1% | +4.8% | +8.9% | −42.8% | −41.7% | +10.0% | +32.4% | −15.8% | +0.3% | +23.4% | −40.9% | +26.2% | −67.0pp |
| 2022 | −4.3% | +0.6% | +11.1% | −0.8% | −2.5% | +3.4% | −1.9% | +0.0% | +2.9% | −1.0% | +1.2% | +51.1% | +63.5% | −18.2% | +81.7pp |
| 2021 | +44.5% | +74.2% | +54.6% | −31.1% | +44.3% | −29.2% | +16.2% | +8.8% | −5.4% | +142.0% | −39.0% | +16.9% | +465.3% | +28.7% | +436.5pp |
| 2020 | +5.5% | −10.5% | −42.4% | −7.3% | +32.3% | +29.8% | +17.2% | −18.1% | −9.6% | +3.6% | +24.1% | −1.2% | −4.7% | +18.3% | −23.0pp |
| 2019 | −4.2% | +14.3% | +6.7% | −12.6% | +2.5% | +4.5% | −6.0% | −2.8% | −4.2% | +8.2% | +9.7% | −16.7% | −5.3% | +31.2% | −36.5pp |
| 2018 | +13.1% | −15.6% | −13.7% | +7.5% | +26.1% | −8.4% | +24.3% | −13.9% | −11.3% | −4.8% | +0.0% | −20.8% | −26.9% | −4.6% | −22.4pp |
| 2017 | +63.6% | +1.7% | −20.2% | +1.4% | −0.7% | −10.5% | +3.9% | +45.1% | −4.7% | +20.8% | −21.0% | −25.9% | +21.5% | +21.7% | −0.2pp |
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. BGI 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.
