| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | BX | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −7.6% | −19.5% | +1.4% | +9.2% | −6.0% | +0.6% | +8.8% | — | — | — | — | — | −15.2% | +9.3% | −24.5pp |
| 2025 | +2.7% | −8.2% | −13.3% | −5.1% | +5.4% | +7.8% | +15.6% | −0.3% | −0.3% | −14.2% | +0.7% | +5.3% | −7.8% | +17.7% | −25.6pp |
| 2024 | −4.9% | +3.5% | +2.8% | −10.6% | +3.3% | +2.7% | +15.5% | +0.1% | +7.6% | +10.1% | +13.9% | −9.8% | +35.1% | +24.9% | +10.2pp |
| 2023 | +29.3% | −4.5% | −3.3% | +2.7% | −4.1% | +8.6% | +13.6% | +1.5% | +0.7% | −13.1% | +21.7% | +16.5% | +82.8% | +26.2% | +56.6pp |
| 2022 | +2.0% | −2.4% | −0.4% | −19.0% | +16.0% | −22.5% | +13.3% | −8.0% | −10.9% | +9.9% | +0.4% | −18.9% | −40.0% | −18.2% | −21.8pp |
| 2021 | +3.7% | +4.4% | +7.7% | +19.8% | +4.7% | +4.8% | +19.4% | +9.1% | −7.5% | +19.9% | +2.2% | −8.5% | +107.1% | +28.7% | +78.4pp |
| 2020 | +9.2% | −11.0% | −15.4% | +14.6% | +9.5% | −0.2% | −5.3% | −0.6% | −1.4% | −3.4% | +19.2% | +8.8% | +19.8% | +18.3% | +1.4pp |
| 2019 | +13.0% | +0.8% | +4.7% | +13.9% | −4.1% | +17.4% | +9.1% | +3.7% | −1.8% | +8.8% | +2.9% | +3.2% | +96.3% | +31.2% | +65.1pp |
| 2018 | +14.1% | −4.6% | −6.0% | −2.0% | +3.2% | +0.8% | +10.3% | +5.7% | +3.2% | −13.3% | +4.2% | −11.6% | +0.1% | −4.6% | +4.7pp |
| 2017 | +13.3% | −2.1% | +0.5% | +6.8% | +6.6% | +1.4% | +1.9% | −2.2% | +2.0% | +1.1% | −4.7% | +0.9% | +27.3% | +21.7% | +5.6pp |
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. BX 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 ⓘ | 19 | 19 | 19 | 19 | 19 | 19 | 20 | 19 | 19 | 19 | 19 | 19 |
| Positive ⓘ | 68% | 53% | 63% | 58% | 63% | 53% | 80% | 42% | 47% | 58% | 63% | 68% |
| Median | +4.0% | +0.8% | +2.2% | +5.4% | +4.7% | +0.6% | +8.5% | −0.6% | −0.3% | +1.4% | +2.2% | +2.0% |
| Best | +29.3% | +15.3% | +48.9% | +35.0% | +16.0% | +17.4% | +19.4% | +17.2% | +25.8% | +22.8% | +21.7% | +16.5% |
| Worst | −30.9% | −19.5% | −15.4% | −19.0% | −23.2% | −22.5% | −18.0% | −16.8% | −14.2% | −40.4% | −28.2% | −18.9% |
| vs SPY ⓘ | +7.3pp | −1.7pp | +0.3pp | +1.1pp | +2.3pp | +0.2pp | +4.4pp | −2.4pp | −0.1pp | −0.2pp | −0.7pp | +1.2pp |
229 monthly observations across 2007–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
