| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | BLMH | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −34.4% | −37.5% | −20.0% | −10.0% | +38.9% | −4.0% | −31.2% | — | — | — | — | — | −73.0% | +7.5% | −80.5pp |
| 2025 | +133.7% | −2.9% | −7.9% | −6.5% | −19.5% | +0.0% | −11.4% | +9.7% | +0.0% | −4.4% | +4.6% | −10.3% | +37.1% | +17.7% | +19.4pp |
| 2024 · part | — | — | +18.9% | −3.4% | −20.0% | −47.1% | +38.9% | −6.3% | −10.4% | −6.9% | −20.7% | +43.5% | −39.9% | +24.9% | −64.8pp |
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. BLMH 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 ⓘ | 2 | 2 | 3 | 3 | 3 | 3 | 3 | 2 | 2 | 2 | 2 | 2 |
| Positive ⓘ | 50% | 0% | 33% | 0% | 33% | 0% | 33% | 50% | 0% | 0% | 50% | 50% |
| Median | +49.6% | −20.2% | −7.9% | −6.5% | −19.5% | −4.0% | −11.4% | +1.7% | −5.2% | −5.6% | −8.1% | +16.6% |
| Best | +133.7% | −2.9% | +18.9% | −3.4% | +38.9% | +0.0% | +38.9% | +9.7% | +0.0% | −4.4% | +4.6% | +43.5% |
| Worst | −34.4% | −37.5% | −20.0% | −10.0% | −20.0% | −47.1% | −31.2% | −6.3% | −10.4% | −6.9% | −20.7% | −10.3% |
| vs SPY ⓘ | +47.6pp | −19.1pp | −2.3pp | −5.6pp | −25.1pp | −5.1pp | −13.7pp | −0.5pp | −8.0pp | −6.4pp | −11.1pp | +17.8pp |
29 monthly observations across 2024–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
