| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | BRZE | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −39.3% | −8.8% | +24.3% | −6.7% | +16.3% | −15.4% | +15.5% | — | — | — | — | — | −26.9% | +9.3% | −36.3pp |
| 2025 | +9.8% | −19.6% | −2.4% | −13.7% | +18.2% | −23.6% | −0.8% | −0.6% | +2.7% | +0.8% | +0.1% | +19.5% | −18.1% | +17.7% | −35.8pp |
| 2024 | +1.7% | +5.3% | −22.1% | −5.4% | −10.1% | +3.2% | +13.4% | +1.6% | −27.8% | −2.7% | +26.3% | +5.4% | −21.2% | +24.9% | −46.1pp |
| 2023 | +17.3% | −4.1% | +12.6% | −15.0% | +12.6% | +32.3% | +3.8% | +1.8% | +1.0% | −8.9% | +29.0% | −3.3% | +94.8% | +26.2% | +68.6pp |
| 2022 | −35.2% | −15.7% | −1.7% | −3.1% | −16.8% | +8.3% | +20.0% | −5.3% | −15.4% | −15.0% | −13.2% | +6.1% | −64.6% | −18.2% | −46.5pp |
| 2021 · part | — | — | — | — | — | — | — | — | — | — | — | +1.3% | +1.3% | +28.7% | −27.5pp |
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. BRZE 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 ⓘ | 5 | 5 | 5 | 5 | 5 | 5 | 5 | 4 | 4 | 4 | 4 | 5 |
| Positive ⓘ | 60% | 20% | 40% | 0% | 60% | 60% | 80% | 50% | 50% | 25% | 75% | 80% |
| Median | +1.7% | −8.8% | −1.7% | −6.7% | +12.6% | +3.2% | +13.4% | +0.5% | −7.2% | −5.8% | +13.2% | +5.4% |
| Best | +17.3% | +5.3% | +24.3% | −3.1% | +18.2% | +32.3% | +20.0% | +1.8% | +2.7% | +0.8% | +29.0% | +19.5% |
| Worst | −39.3% | −19.6% | −22.1% | −15.0% | −16.8% | −23.6% | −0.8% | −5.3% | −27.8% | −15.0% | −13.2% | −3.3% |
| vs SPY ⓘ | +0.1pp | −7.9pp | +3.1pp | −12.9pp | +11.1pp | −0.4pp | +10.8pp | −0.9pp | −3.5pp | −4.3pp | +9.9pp | +7.8pp |
56 monthly observations across 2021–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
