| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | BRNS | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +4.3% | −20.0% | −2.6% | +14.2% | +4.8% | −3.1% | −15.6% | — | — | — | — | — | −20.4% | +9.3% | −29.8pp |
| 2025 | −9.3% | −7.8% | −3.7% | +15.1% | −3.6% | −13.9% | +59.1% | −24.3% | +11.6% | +5.4% | −40.0% | −11.4% | −42.1% | +17.7% | −59.8pp |
| 2024 | −25.5% | +2.9% | −15.9% | −13.9% | −6.8% | −26.7% | +6.4% | −11.7% | −9.5% | +25.2% | −33.8% | +22.5% | −67.3% | +24.9% | −92.1pp |
| 2023 · part | — | — | — | — | — | — | — | — | — | — | — | +29.2% | +29.2% | +26.2% | +3.1pp |
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. BRNS 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 | 3 | 2 | 2 | 2 | 2 | 3 |
| Positive ⓘ | 33% | 33% | 0% | 67% | 33% | 0% | 67% | 0% | 50% | 100% | 0% | 67% |
| Median | −9.3% | −7.8% | −3.7% | +14.2% | −3.6% | −13.9% | +6.4% | −18.0% | +1.1% | +15.3% | −36.9% | +22.5% |
| Best | +4.3% | +2.9% | −2.6% | +15.1% | +4.8% | −3.1% | +59.1% | −11.7% | +11.6% | +25.2% | −33.8% | +29.2% |
| Worst | −25.5% | −20.0% | −15.9% | −13.9% | −6.8% | −26.7% | −15.6% | −24.3% | −9.5% | +5.4% | −40.0% | −11.4% |
| vs SPY ⓘ | −12.0pp | −6.5pp | +1.9pp | +3.7pp | −9.9pp | −19.0pp | +5.2pp | −20.2pp | −1.8pp | +14.5pp | −40.0pp | +24.7pp |
32 monthly observations across 2023–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
