| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | BOLSY | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +17.3% | +15.2% | −0.8% | +3.3% | −12.3% | −11.5% | +8.6% | — | — | — | — | — | +16.7% | +9.3% | +7.3pp |
| 2025 | +11.2% | −6.6% | +17.8% | +10.1% | +6.9% | +8.2% | −17.3% | +8.7% | +3.7% | −6.7% | +20.1% | −6.4% | +52.1% | +17.7% | +34.4pp |
| 2024 | −12.7% | +2.3% | −10.1% | −14.3% | −1.6% | −9.3% | +5.1% | +16.7% | −12.8% | −7.6% | −16.7% | +14.1% | −42.3% | +24.9% | −67.2pp |
| 2023 | +22.4% | −19.3% | +2.7% | +10.7% | +41.8% | −11.2% | +1.1% | −10.7% | −1.9% | −15.1% | +23.1% | +9.6% | +43.5% | +26.2% | +17.3pp |
| 2022 | +27.4% | +0.0% | +35.0% | +4.1% | −21.9% | −7.1% | −15.3% | +12.5% | −2.1% | +23.0% | −26.5% | +0.0% | +9.4% | −18.2% | +27.6pp |
| 2021 · part | — | — | — | — | +0.1% | +0.0% | +0.0% | +0.0% | +0.0% | −35.9% | +0.5% | −10.9% | −42.5% | +28.7% | −71.3pp |
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. BOLSY 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 | 6 | 6 | 5 | 5 | 5 | 5 | 5 |
| Positive ⓘ | 80% | 40% | 60% | 80% | 50% | 17% | 50% | 60% | 20% | 20% | 60% | 40% |
| Median | +17.3% | +0.0% | +2.7% | +4.1% | −0.7% | −8.2% | +0.5% | +8.7% | −1.9% | −7.6% | +0.5% | +0.0% |
| Best | +27.4% | +15.2% | +35.0% | +10.7% | +41.8% | +8.2% | +8.6% | +16.7% | +3.7% | +23.0% | +23.1% | +14.1% |
| Worst | −12.7% | −19.3% | −10.1% | −14.3% | −21.9% | −11.5% | −17.3% | −10.7% | −12.8% | −35.9% | −26.5% | −10.9% |
| vs SPY ⓘ | +15.8pp | −2.9pp | +4.1pp | +9.1pp | −3.6pp | −6.4pp | −2.3pp | +6.6pp | +2.9pp | −9.1pp | +1.3pp | +5.1pp |
63 monthly observations across 2021–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
