| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | BITW | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −5.3% | −22.7% | +3.6% | +10.8% | −5.0% | −19.9% | +9.0% | — | — | — | — | — | −30.3% | +7.5% | −37.9pp |
| 2025 | +11.5% | −27.8% | +3.1% | +8.0% | +11.4% | +9.5% | +11.9% | −1.8% | +8.6% | −4.9% | −19.9% | −2.1% | −2.6% | +17.7% | −20.4pp |
| 2024 | −7.1% | +33.9% | +18.2% | −14.0% | +26.5% | −8.6% | +5.7% | −13.1% | −6.6% | +26.5% | +74.8% | −6.1% | +160.7% | +24.9% | +135.8pp |
| 2023 | +80.3% | −9.9% | +25.5% | −1.7% | −2.9% | +8.5% | +11.2% | −1.3% | −4.2% | +48.9% | +25.9% | +3.6% | +331.1% | +26.2% | +304.9pp |
| 2022 | −17.3% | +0.6% | +1.7% | −18.3% | −39.3% | −44.7% | +41.9% | −8.8% | −9.1% | +5.8% | −34.6% | −25.5% | −85.9% | −18.2% | −67.7pp |
| 2021 · part | — | — | −15.0% | −2.8% | −20.4% | −38.5% | +5.1% | +18.8% | −15.2% | +21.5% | −2.2% | −23.5% | −61.1% | +28.7% | −89.8pp |
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. BITW 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 ⓘ | 5 | 5 | 6 | 6 | 6 | 6 | 6 | 5 | 5 | 5 | 5 | 5 |
| Positive ⓘ | 40% | 40% | 83% | 33% | 33% | 33% | 100% | 20% | 20% | 80% | 40% | 20% |
| Median | −5.3% | −9.9% | +3.4% | −2.3% | −3.9% | −14.3% | +10.1% | −1.8% | −6.6% | +21.5% | −2.2% | −6.1% |
| Best | +80.3% | +33.9% | +25.5% | +10.8% | +26.5% | +9.5% | +41.9% | +18.8% | +8.6% | +48.9% | +74.8% | +3.6% |
| Worst | −17.3% | −27.8% | −15.0% | −18.3% | −39.3% | −44.7% | +5.1% | −13.1% | −15.2% | −4.9% | −34.6% | −25.5% |
| vs SPY ⓘ | −6.7pp | −7.4pp | +8.6pp | −5.7pp | −6.8pp | −15.5pp | +8.8pp | −3.8pp | +0.2pp | +14.4pp | −1.4pp | −3.7pp |
65 monthly observations across 2021–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
