| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | BLOX | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +2.5% | −16.8% | −13.2% | +20.1% | +14.1% | −12.3% | −11.3% | — | — | — | — | — | −21.1% | +9.3% | −30.5pp |
| 2025 | — | — | — | — | — | −20.2% | +8.8% | −6.8% | +13.5% | +3.8% | −21.1% | −12.1% | −33.8% | +17.7% | −51.6pp |
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. BLOX 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 ⓘ | 5 | 5 | 5 | 5 | 6 | 7 | 7 | 6 | 6 | 6 | 6 | 5 |
| Positive ⓘ | 60% | 40% | 40% | 60% | 67% | 43% | 29% | 67% | 83% | 83% | 50% | 60% |
| Median | +0.2% | −2.3% | −3.6% | +0.1% | +10.1% | −0.3% | −7.4% | +6.7% | +10.7% | +3.4% | +4.3% | +0.2% |
| Best | +5.2% | +30.1% | +7.6% | +20.1% | +14.1% | +22.9% | +8.8% | +14.6% | +22.9% | +12.5% | +10.7% | +12.3% |
| Worst | −12.2% | −31.8% | −13.2% | −6.1% | −35.9% | −20.2% | −12.3% | −18.1% | −15.2% | −26.9% | −29.7% | −12.1% |
| vs SPY ⓘ | +0.1pp | −2.2pp | −3.8pp | −0.3pp | +8.0pp | +0.8pp | −8.6pp | +5.5pp | +9.6pp | +0.4pp | +1.8pp | +1.9pp |
69 monthly observations across 2012–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
