| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | BRLS | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −52.4% | +73.3% | −13.9% | +16.9% | −10.8% | +4.7% | −50.3% | — | — | — | — | — | −61.5% | +7.5% | −69.0pp |
| 2025 | −2.1% | +7.7% | +3.5% | −8.6% | −41.2% | +4.6% | −20.8% | −3.4% | −3.8% | +40.7% | −51.5% | +8.7% | −66.5% | +17.7% | −84.2pp |
| 2024 · part | — | — | −31.2% | −31.6% | +127.3% | +0.6% | −5.6% | +6.4% | −37.7% | +1.4% | +2.9% | −0.1% | −29.8% | +24.9% | −54.7pp |
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. BRLS 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 ⓘ | 2 | 2 | 3 | 3 | 3 | 3 | 3 | 2 | 2 | 2 | 2 | 2 |
| Positive ⓘ | 0% | 100% | 33% | 33% | 33% | 100% | 0% | 50% | 0% | 100% | 50% | 50% |
| Median | −27.2% | +40.5% | −13.9% | −8.6% | −10.8% | +4.6% | −20.8% | +1.5% | −20.8% | +21.1% | −24.3% | +4.3% |
| Best | −2.1% | +73.3% | +3.5% | +16.9% | +127.3% | +4.7% | −5.6% | +6.4% | −3.8% | +40.7% | +2.9% | +8.7% |
| Worst | −52.4% | +7.7% | −31.2% | −31.6% | −41.2% | +0.6% | −50.3% | −3.4% | −37.7% | +1.4% | −51.5% | −0.1% |
| vs SPY ⓘ | −29.3pp | +41.6pp | −9.0pp | −7.7pp | −16.1pp | −0.6pp | −23.1pp | −0.7pp | −23.6pp | +20.3pp | −27.3pp | +5.5pp |
29 monthly observations across 2024–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
