| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | BRBR | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −7.0% | −26.1% | −12.5% | +10.6% | −53.0% | +54.8% | +2.7% | — | — | — | — | — | −50.3% | +7.5% | −57.8pp |
| 2025 | +2.7% | −5.3% | +1.6% | +3.6% | −18.4% | −8.0% | −5.8% | −24.8% | −11.4% | −17.1% | +2.5% | −13.5% | −64.5% | +17.7% | −82.2pp |
| 2024 | −0.3% | +3.0% | +3.7% | −6.5% | +5.4% | −1.8% | −10.3% | +9.1% | +8.6% | +8.4% | +19.2% | −4.0% | +35.9% | +24.9% | +11.0pp |
| 2023 | +10.6% | +8.9% | +10.1% | +5.9% | +1.8% | −0.1% | −1.8% | +15.4% | −0.7% | +6.1% | +21.0% | +4.8% | +116.2% | +26.2% | +90.0pp |
| 2022 | −14.6% | +5.0% | −9.7% | −7.1% | +22.0% | −4.8% | −3.0% | −1.9% | −13.0% | +17.5% | +2.8% | +2.9% | −10.1% | −18.2% | +8.0pp |
| 2021 | −4.3% | −2.3% | +3.9% | +9.2% | +11.2% | +9.3% | +5.5% | +2.1% | −8.9% | −12.8% | −19.8% | +32.6% | +17.4% | +28.7% | −11.4pp |
| 2020 | +1.6% | −9.2% | −13.2% | +2.8% | +14.5% | −0.7% | −0.4% | −2.2% | +6.7% | −11.8% | +11.5% | +19.2% | +14.2% | +18.3% | −4.1pp |
| 2019 · part | — | — | — | — | — | — | — | — | — | — | +14.7% | +6.3% | +21.9% | +31.2% | −9.4pp |
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. BRBR 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 ⓘ | 7 | 7 | 7 | 7 | 7 | 7 | 7 | 6 | 6 | 6 | 7 | 7 |
| Positive ⓘ | 43% | 43% | 57% | 71% | 71% | 29% | 29% | 50% | 33% | 50% | 86% | 71% |
| Median | −0.3% | −2.3% | +1.6% | +3.6% | +5.4% | −0.7% | −1.8% | +0.1% | −4.8% | −2.9% | +11.5% | +4.8% |
| Best | +10.6% | +8.9% | +10.1% | +10.6% | +22.0% | +54.8% | +5.5% | +15.4% | +8.6% | +17.5% | +21.0% | +32.6% |
| Worst | −14.6% | −26.1% | −13.2% | −7.1% | −53.0% | −8.0% | −10.3% | −24.8% | −13.0% | −17.1% | −19.8% | −13.5% |
| vs SPY ⓘ | −1.9pp | −2.2pp | −0.6pp | +1.6pp | +1.3pp | −2.5pp | −6.2pp | +0.7pp | +0.2pp | −0.5pp | +2.3pp | +3.4pp |
81 monthly observations across 2019–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
