| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | BGLC | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −34.3% | +4.9% | −21.4% | −1.9% | +10.5% | −15.9% | −32.3% | — | — | — | — | — | −66.6% | +9.3% | −75.9pp |
| 2025 | +45.9% | −19.6% | −28.0% | +20.8% | +50.5% | −28.4% | +125.7% | −18.0% | −3.7% | −0.9% | −16.2% | −13.0% | +41.2% | +17.7% | +23.5pp |
| 2024 | −11.5% | +21.3% | +24.1% | −12.2% | −31.5% | +11.8% | +2.7% | −9.7% | +1.0% | −19.1% | −35.8% | +21.1% | −47.2% | +24.9% | −72.1pp |
| 2023 | +5.3% | −48.5% | +4.9% | −39.1% | −12.6% | −23.2% | −15.9% | −23.3% | −49.1% | −51.8% | +126.7% | −44.2% | −95.4% | +26.2% | −121.5pp |
| 2022 | — | — | — | — | — | — | −55.9% | +23.4% | −8.6% | −3.8% | +2.9% | −9.5% | −55.4% | −18.2% | −37.2pp |
| 2021 · part | — | — | +0.0% | −5.2% | −39.7% | −4.2% | +0.9% | +27.6% | −20.3% | +60.2% | −10.1% | +25.3% | +1.4% | +28.7% | −27.3pp |
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. BGLC is on the price only (split-adjusted close; dividends NOT included) basis, SPY on the total return (splits + dividends) basis. THE TWO DIFFER: one series includes dividends and the other does not, so the Δ column flatters whichever one is on the total-return basis. Read it with that in mind — the bases are printed rather than silently reconciled.
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 | 5 | 5 | 5 | 5 | 6 | 5 | 5 | 5 | 5 | 5 |
| Positive ⓘ | 50% | 50% | 40% | 20% | 40% | 20% | 50% | 40% | 20% | 20% | 40% | 40% |
| Median | −3.1% | −7.4% | +0.0% | −5.2% | −12.6% | −15.9% | −7.5% | −9.7% | −8.6% | −3.8% | −10.1% | −9.5% |
| Best | +45.9% | +21.3% | +24.1% | +20.8% | +50.5% | +11.8% | +125.7% | +27.6% | +1.0% | +60.2% | +126.7% | +25.3% |
| Worst | −34.3% | −48.5% | −28.0% | −39.1% | −39.7% | −28.4% | −55.9% | −23.3% | −49.1% | −51.8% | −35.8% | −44.2% |
| vs SPY ⓘ | −7.1pp | −6.3pp | −4.5pp | −10.5pp | −13.0pp | −14.9pp | −10.4pp | −12.0pp | −7.3pp | −11.9pp | −9.2pp | −3.8pp |
59 monthly observations across 2021–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
