| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | BYRN | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −18.3% | −6.8% | −28.2% | −36.3% | +6.7% | +7.5% | −32.0% | — | — | — | — | — | −72.8% | +7.5% | −80.4pp |
| 2025 | −6.1% | −4.8% | −34.6% | +33.0% | +19.1% | +15.8% | −28.1% | −8.1% | +8.6% | −8.6% | −9.9% | −8.0% | −41.7% | +17.7% | −59.4pp |
| 2024 | +9.9% | +70.5% | +16.4% | −11.1% | −5.6% | −14.6% | −6.0% | +23.6% | +46.4% | −15.1% | +34.1% | +49.0% | +350.9% | +24.9% | +326.0pp |
| 2023 | +24.2% | −15.1% | −8.2% | −31.2% | −10.5% | +7.3% | −26.3% | −6.5% | −35.1% | +95.1% | +33.9% | +9.2% | −18.5% | +26.2% | −44.7pp |
| 2022 | −18.3% | −8.2% | −18.4% | −27.5% | +36.1% | +6.6% | −4.7% | +9.0% | −47.4% | +50.4% | +22.5% | −9.5% | −41.3% | −18.2% | −23.1pp |
| 2021 | −6.2% | +9.9% | −14.4% | +63.0% | +15.0% | −5.3% | +5.6% | +22.0% | −25.3% | −22.9% | −12.6% | −9.3% | −7.9% | +28.7% | −36.7pp |
| 2020 | +10.5% | −11.6% | +26.3% | +29.2% | +38.7% | +225.6% | −10.0% | +25.4% | +1.3% | −7.5% | −4.7% | +2.8% | +645.1% | +18.3% | +626.8pp |
| 2019 | −0.7% | −6.0% | +8.8% | −3.1% | −1.8% | +17.2% | −5.9% | −12.5% | +4.4% | +2.5% | −5.9% | +38.0% | +29.7% | +31.2% | −1.5pp |
| 2018 | +14.8% | −4.2% | −2.6% | +12.2% | −2.0% | −1.9% | +4.4% | −11.2% | +0.0% | −4.0% | +7.6% | −3.2% | +7.1% | −4.6% | +11.7pp |
| 2017 | +0.0% | −30.0% | −21.4% | −9.1% | +35.0% | −10.4% | +14.9% | −2.9% | +5.2% | −0.7% | +0.0% | −0.7% | −30.0% | +21.7% | −51.7pp |
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. BYRN 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 | 9 | 10 | 10 | 9 | 9 |
| Positive ⓘ | 40% | 20% | 30% | 40% | 60% | 60% | 30% | 44% | 50% | 30% | 44% | 44% |
| Median | −0.3% | −6.4% | −11.3% | −6.1% | +10.9% | +6.9% | −5.9% | −2.9% | +0.6% | −2.4% | +0.0% | −0.7% |
| Best | +24.2% | +70.5% | +26.3% | +63.0% | +38.7% | +225.6% | +14.9% | +25.4% | +46.4% | +95.1% | +34.1% | +49.0% |
| Worst | −18.3% | −30.0% | −34.6% | −36.3% | −10.5% | −14.6% | −32.0% | −12.5% | −47.4% | −22.9% | −12.6% | −9.5% |
| vs SPY ⓘ | −3.5pp | −4.5pp | −15.4pp | −7.1pp | +8.7pp | +4.7pp | −10.6pp | −3.2pp | +1.2pp | −1.4pp | −3.1pp | −0.9pp |
117 monthly observations across 2016–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
