| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | BRTX | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −3.0% | −80.0% | +19.1% | −17.3% | +112.4% | −21.3% | −34.3% | — | — | — | — | — | −79.0% | +7.5% | −86.5pp |
| 2025 | +66.4% | −36.1% | +17.1% | −1.1% | −0.3% | −5.1% | −11.7% | +25.2% | −21.2% | +6.2% | −30.0% | +8.9% | −17.8% | +17.7% | −35.6pp |
| 2024 | −6.3% | −14.1% | −1.4% | +2.9% | −12.0% | +62.4% | −24.6% | +7.2% | +6.1% | −10.3% | −1.9% | −6.5% | −17.8% | +24.9% | −42.7pp |
| 2023 | +6.9% | −5.8% | +22.7% | +16.5% | +31.3% | −15.2% | −34.5% | −23.9% | −18.6% | +10.6% | −3.0% | −9.4% | −36.7% | +26.2% | −62.9pp |
| 2022 | — | — | — | — | — | — | −29.0% | +6.3% | −1.4% | +0.6% | −5.5% | −10.4% | −36.6% | −18.2% | −18.5pp |
| 2021 · part | — | — | −17.8% | −16.7% | −10.0% | −33.3% | −21.7% | −27.7% | +5.9% | −2.6% | −57.2% | −27.7% | −92.6% | +28.7% | −121.3pp |
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. BRTX 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 ⓘ | 4 | 4 | 5 | 5 | 5 | 5 | 6 | 5 | 5 | 5 | 5 | 5 |
| Positive ⓘ | 50% | 0% | 60% | 40% | 40% | 20% | 0% | 60% | 40% | 60% | 0% | 20% |
| Median | +2.0% | −25.1% | +17.1% | −1.1% | −0.3% | −15.2% | −26.8% | +6.3% | −1.4% | +0.6% | −5.5% | −9.4% |
| Best | +66.4% | −5.8% | +22.7% | +16.5% | +112.4% | +62.4% | −11.7% | +25.2% | +6.1% | +10.6% | −1.9% | +8.9% |
| Worst | −6.3% | −80.0% | −17.8% | −17.3% | −12.0% | −33.3% | −34.5% | −27.7% | −21.2% | −10.3% | −57.2% | −27.7% |
| vs SPY ⓘ | −1.9pp | −27.1pp | +19.0pp | −0.3pp | −6.6pp | −20.3pp | −28.9pp | +4.9pp | +4.0pp | −7.5pp | −12.2pp | −4.7pp |
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.
