| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | BRW | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −3.4% | −2.4% | +2.0% | +1.9% | −0.4% | −3.9% | +0.2% | — | — | — | — | — | −6.1% | +7.5% | −13.7pp |
| 2025 | +3.9% | +0.5% | −2.5% | −1.0% | −0.3% | +2.7% | +6.9% | −1.4% | −6.3% | −4.8% | −2.8% | −2.5% | −8.0% | +17.7% | −25.7pp |
| 2024 | −2.7% | −2.5% | −0.3% | −1.9% | +2.2% | −3.7% | +3.7% | +1.4% | +2.6% | −1.2% | +4.5% | −2.8% | −1.2% | +24.9% | −26.1pp |
| 2023 | +8.3% | −0.8% | −0.2% | −1.2% | −2.0% | −2.4% | +3.6% | −1.0% | −2.8% | −3.8% | +5.8% | −1.4% | +1.3% | +26.2% | −24.9pp |
| 2022 | +0.2% | −2.2% | +2.0% | −4.9% | −4.2% | −2.5% | +5.4% | −0.6% | −5.9% | −0.9% | +5.0% | −7.5% | −15.8% | −18.2% | +2.4pp |
| 2021 | +0.7% | +2.9% | +0.2% | −1.5% | +2.4% | +0.6% | −2.8% | +0.0% | −0.7% | +2.6% | −2.8% | −0.4% | +1.1% | +28.7% | −27.6pp |
| 2020 | +2.4% | −4.3% | −24.4% | +6.7% | +1.0% | +1.8% | +7.4% | +0.9% | +0.0% | −4.5% | +6.2% | +0.0% | −10.8% | +18.3% | −29.1pp |
| 2019 | +5.3% | +1.9% | −0.8% | +1.7% | −2.7% | +0.6% | +0.8% | −3.1% | +1.3% | +1.9% | +0.6% | +3.7% | +11.6% | +31.2% | −19.6pp |
| 2018 | +0.8% | +1.2% | +0.8% | −0.8% | −1.0% | −1.8% | −1.2% | +0.2% | +0.0% | −4.0% | −1.5% | −4.7% | −11.4% | −4.6% | −6.9pp |
| 2017 | +0.7% | +0.2% | −3.2% | +1.1% | −1.1% | −0.6% | −0.7% | −2.8% | +0.8% | −1.9% | −1.0% | −0.2% | −8.5% | +21.7% | −30.2pp |
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. BRW is on the price only (split-adjusted close; dividends NOT included) basis, SPY on the total return (splits + dividends) basis. THE TWO DIFFER: one series includes dividends and the other does not, so the Δ column flatters whichever one is on the total-return basis. Read it with that in mind — the bases are printed rather than silently reconciled.
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 ⓘ | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 |
| Positive ⓘ | 80% | 50% | 40% | 40% | 30% | 40% | 70% | 30% | 40% | 30% | 60% | 20% |
| Median | +0.8% | −0.3% | −0.3% | −0.9% | −0.7% | −1.2% | +2.2% | −0.4% | +0.0% | −1.5% | +1.3% | −0.9% |
| Best | +8.3% | +2.9% | +2.0% | +6.7% | +2.4% | +2.7% | +7.4% | +1.4% | +2.6% | +2.6% | +6.2% | +3.7% |
| Worst | −3.4% | −4.3% | −24.4% | −4.9% | −4.2% | −3.9% | −2.8% | −3.1% | −6.3% | −4.8% | −2.8% | −7.5% |
| vs SPY ⓘ | +0.1pp | +0.4pp | −3.0pp | −1.8pp | −3.1pp | −2.4pp | −0.2pp | −2.2pp | +0.4pp | −1.8pp | −3.0pp | −1.6pp |
120 monthly observations across 2016–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
