No volume data stored for BIAUX, so the volume pane is omitted.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | BIAUX | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +4.4% | +2.2% | −3.0% | +9.2% | −0.3% | +7.0% | +2.1% | — | — | — | — | — | +23.1% | +7.5% | +15.5pp |
| 2025 | +1.0% | −2.7% | −4.6% | −4.2% | +1.8% | +1.6% | +6.1% | +7.7% | −0.8% | −2.2% | +2.6% | −11.6% | −6.7% | +17.7% | −24.4pp |
| 2024 | −1.5% | +2.8% | +3.4% | −4.6% | +4.8% | −1.8% | +12.0% | −2.1% | +0.7% | −3.4% | +11.1% | −20.7% | −3.4% | +24.9% | −28.3pp |
| 2023 | +8.0% | −1.2% | −7.0% | −1.9% | −2.7% | +8.5% | +6.3% | −2.0% | −3.7% | −4.3% | +7.4% | +3.2% | +9.3% | +26.2% | −16.9pp |
| 2022 | −4.4% | −0.6% | −0.5% | −6.9% | +3.1% | −8.1% | +10.5% | −3.3% | −8.4% | +12.7% | +4.7% | −10.6% | −14.0% | −18.2% | +4.2pp |
| 2021 | +1.1% | +10.6% | +6.5% | +3.9% | +2.7% | −2.7% | −1.9% | +2.3% | −3.2% | +5.4% | −1.9% | +5.3% | +30.5% | +28.7% | +1.7pp |
| 2020 | −3.8% | −11.2% | −26.1% | +11.3% | +5.6% | +1.4% | +4.0% | +4.6% | −4.5% | +0.7% | +12.5% | +6.1% | −6.1% | +18.3% | −24.5pp |
| 2019 | +8.4% | +5.5% | −1.7% | +5.1% | −7.6% | +4.9% | +1.7% | −3.6% | +4.9% | +1.7% | +1.7% | −3.0% | +18.1% | +31.2% | −13.1pp |
| 2018 | +0.7% | −3.5% | +0.5% | −0.3% | +3.8% | +1.3% | +2.1% | +4.2% | −2.7% | −8.7% | +0.3% | −21.7% | −24.0% | −4.6% | −19.4pp |
| 2017 | −0.3% | +0.2% | +0.6% | +0.6% | −2.1% | +3.7% | +1.3% | −2.4% | +5.9% | +1.9% | +3.0% | −4.5% | +7.8% | +21.7% | −13.9pp |
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. BIAUX 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 ⓘ | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 |
| Positive ⓘ | 60% | 50% | 40% | 50% | 60% | 70% | 90% | 50% | 30% | 50% | 90% | 40% |
| Median | +0.8% | −0.2% | −1.1% | +0.1% | +2.3% | +1.5% | +3.0% | −0.6% | −1.7% | −0.8% | +3.9% | −3.8% |
| Best | +8.4% | +10.6% | +6.5% | +11.3% | +5.6% | +8.5% | +12.0% | +7.7% | +5.9% | +12.7% | +12.5% | +6.1% |
| Worst | −4.4% | −11.2% | −26.1% | −6.9% | −7.6% | −8.1% | −1.9% | −3.6% | −8.4% | −8.7% | −1.9% | −21.7% |
| vs SPY ⓘ | −0.7pp | +0.7pp | +0.3pp | −1.1pp | −0.8pp | −0.1pp | +0.7pp | −0.5pp | +0.4pp | −1.2pp | −0.4pp | −5.3pp |
120 monthly observations across 2016–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
