| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | BOF | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −6.3% | +53.7% | −27.9% | +15.8% | −9.7% | +33.3% | −14.1% | — | — | — | — | — | +24.2% | +7.5% | +16.7pp |
| 2025 | +34.7% | −20.2% | +32.3% | −21.5% | −8.3% | +37.3% | −8.2% | −2.7% | −5.5% | +58.0% | −5.6% | +3.9% | +83.8% | +17.7% | +66.1pp |
| 2024 | −7.4% | +92.9% | −13.2% | +26.9% | −35.4% | −54.8% | +15.9% | +147.9% | −20.0% | +1.9% | +6.1% | +0.0% | +43.0% | +24.9% | +18.1pp |
| 2023 · part | — | — | — | — | — | — | −12.6% | −12.7% | −15.3% | −23.3% | −3.1% | −22.4% | −62.8% | +26.2% | −88.9pp |
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. BOF 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 ⓘ | 3 | 3 | 3 | 3 | 3 | 3 | 4 | 3 | 3 | 3 | 3 | 3 |
| Positive ⓘ | 33% | 67% | 33% | 67% | 0% | 67% | 25% | 33% | 0% | 67% | 33% | 33% |
| Median | −6.3% | +53.7% | −13.2% | +15.8% | −9.7% | +33.3% | −10.4% | −2.7% | −15.3% | +1.9% | −3.1% | +0.0% |
| Best | +34.7% | +92.9% | +32.3% | +26.9% | −8.3% | +37.3% | +15.9% | +147.9% | −5.5% | +58.0% | +6.1% | +3.9% |
| Worst | −7.4% | −20.2% | −27.9% | −21.5% | −35.4% | −54.8% | −14.1% | −12.7% | −20.0% | −23.3% | −5.6% | −22.4% |
| vs SPY ⓘ | −7.8pp | +54.6pp | −16.5pp | +5.3pp | −14.9pp | +32.1pp | −11.2pp | −4.7pp | −10.6pp | +2.8pp | −5.8pp | +2.4pp |
37 monthly observations across 2023–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
