| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | BRAG | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +2.9% | −22.2% | +2.4% | +18.6% | −15.2% | −0.6% | −7.0% | — | — | — | — | — | −23.8% | +7.5% | −31.3pp |
| 2025 | +33.2% | −4.5% | −12.7% | −4.9% | +14.6% | −3.6% | −7.9% | −32.2% | +12.6% | −21.7% | −5.0% | −7.1% | −43.2% | +17.7% | −61.0pp |
| 2024 | +8.9% | −4.5% | +17.5% | −11.5% | +20.1% | −12.0% | −1.2% | −11.2% | −0.8% | −9.4% | −27.9% | +12.8% | −26.7% | +24.9% | −51.6pp |
| 2023 | −5.5% | +8.2% | −9.6% | −6.7% | +2.0% | −9.4% | +74.6% | +2.4% | −11.5% | −10.5% | +16.8% | −0.6% | +31.2% | +26.2% | +5.0pp |
| 2022 | +0.6% | +22.9% | +15.4% | −26.0% | −0.2% | −13.4% | +24.2% | −19.8% | −11.2% | −6.4% | −14.5% | +18.5% | −23.5% | −18.2% | −5.3pp |
| 2021 · part | — | — | — | — | — | — | — | — | −22.2% | −16.0% | −23.2% | −18.3% | −59.0% | +28.7% | −87.7pp |
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. BRAG 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 | 5 | 5 | 5 | 5 | 5 | 4 | 5 | 5 | 5 | 5 |
| Positive ⓘ | 80% | 40% | 60% | 20% | 60% | 0% | 40% | 25% | 20% | 0% | 20% | 40% |
| Median | +2.9% | −4.5% | +2.4% | −6.7% | +2.0% | −9.4% | −1.2% | −15.5% | −11.2% | −10.5% | −14.5% | −0.6% |
| Best | +33.2% | +22.9% | +17.5% | +18.6% | +20.1% | −0.6% | +74.6% | +2.4% | +12.6% | −6.4% | +16.8% | +18.5% |
| Worst | −5.5% | −22.2% | −12.7% | −26.0% | −15.2% | −13.4% | −7.9% | −32.2% | −22.2% | −21.7% | −27.9% | −18.3% |
| vs SPY ⓘ | +5.9pp | −3.2pp | +7.3pp | −7.5pp | +1.6pp | −8.7pp | −2.4pp | −14.7pp | −2.9pp | −14.5pp | −20.0pp | −5.2pp |
59 monthly observations across 2021–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
