| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | BSTK | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +0.0% | +0.0% | +0.0% | +7.7% | +28.6% | −5.6% | +5.9% | — | — | — | — | — | +38.5% | +9.3% | +29.1pp |
| 2025 | +33.3% | −7.1% | +0.0% | +7.7% | −28.6% | −30.0% | +100.0% | −28.2% | −0.5% | +30.0% | −7.7% | +8.3% | +23.8% | +17.7% | +6.1pp |
| 2024 | +0.0% | −33.3% | −20.0% | +0.0% | +50.0% | −16.7% | +20.0% | −6.3% | +6.8% | +0.0% | +0.0% | −12.5% | −30.0% | +24.9% | −54.9pp |
| 2023 | +26.7% | +21.1% | +8.7% | −8.0% | −4.3% | +0.0% | +4.5% | −4.3% | −31.8% | −20.0% | +33.3% | −6.3% | +0.0% | +26.2% | −26.2pp |
| 2022 | +44.0% | −2.8% | −28.6% | −20.0% | +5.0% | −3.3% | −1.5% | +25.0% | −8.0% | −21.7% | −22.2% | +7.1% | −40.0% | −18.2% | −21.8pp |
| 2021 | +20.0% | −33.3% | +16.7% | −46.4% | +0.0% | +93.3% | −31.0% | −15.0% | +320.6% | −32.9% | −29.2% | −26.5% | −16.7% | +28.7% | −45.4pp |
| 2020 | −26.0% | +8.1% | −18.0% | −39.0% | +200.0% | +866.7% | −34.7% | −59.9% | −21.1% | +75.0% | −10.0% | +58.7% | +500.0% | +18.3% | +481.7pp |
| 2019 | +92.0% | −37.5% | +0.0% | +6.2% | −5.8% | +0.0% | +33.3% | +75.0% | −28.6% | +0.0% | +20.0% | −16.7% | +100.0% | +31.2% | +68.8pp |
| 2018 | +8.7% | +28.8% | +0.0% | −4.8% | −11.7% | −0.8% | +0.0% | +0.0% | +42.9% | −20.0% | +0.0% | −37.5% | −16.7% | −4.6% | −12.1pp |
| 2017 | +25.3% | −55.6% | +0.0% | +0.0% | +0.0% | +100.0% | +0.0% | +0.0% | +50.0% | −50.0% | +0.0% | +0.0% | −16.4% | +21.7% | −38.1pp |
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. BSTK 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 ⓘ | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 |
| Positive ⓘ | 70% | 30% | 20% | 30% | 40% | 30% | 50% | 20% | 40% | 30% | 20% | 30% |
| Median | +22.7% | −5.0% | +0.0% | −2.4% | +0.0% | −0.4% | +2.3% | −5.3% | −0.2% | −10.0% | −3.8% | −9.4% |
| Best | +92.0% | +28.8% | +16.7% | +7.7% | +200.0% | +866.7% | +100.0% | +75.0% | +320.6% | +75.0% | +33.3% | +58.7% |
| Worst | −26.0% | −55.6% | −28.6% | −46.4% | −28.6% | −30.0% | −34.7% | −59.9% | −31.8% | −50.0% | −52.2% | −37.5% |
| vs SPY ⓘ | +20.7pp | −2.8pp | +1.3pp | −4.0pp | −0.0pp | −3.0pp | −0.4pp | −5.9pp | +0.6pp | −7.7pp | −6.9pp | −10.5pp |
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.
