| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | BZ | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −9.1% | −13.2% | −16.7% | +1.0% | +0.4% | −5.2% | +27.4% | — | — | — | — | — | −19.5% | +9.3% | −28.9pp |
| 2025 | +4.4% | +11.0% | +19.8% | −20.2% | +10.8% | +5.2% | +6.3% | +24.6% | −1.1% | −4.5% | −0.3% | −7.8% | +48.7% | +17.7% | +31.0pp |
| 2024 | −16.3% | +12.5% | +12.0% | +12.9% | +7.4% | −11.5% | −27.8% | −8.2% | +39.3% | −16.2% | −7.2% | +2.2% | −16.9% | +24.9% | −41.8pp |
| 2023 | +19.2% | −17.0% | −5.6% | −2.8% | −25.0% | +8.5% | +24.1% | −20.8% | +2.5% | −2.4% | +11.7% | +1.6% | −17.5% | +26.2% | −43.7pp |
| 2022 | −13.2% | +6.6% | −22.9% | −5.5% | −14.1% | +30.0% | −10.5% | −0.1% | −28.1% | −35.2% | +72.2% | +8.2% | −41.6% | −18.2% | −23.4pp |
| 2021 · part | — | — | — | — | — | — | −13.1% | +7.0% | −2.4% | −2.5% | −8.9% | +9.1% | −12.0% | +28.7% | −40.8pp |
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. BZ 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 | 6 | 5 | 5 | 5 | 5 | 5 |
| Positive ⓘ | 40% | 60% | 40% | 40% | 60% | 60% | 50% | 40% | 40% | 0% | 40% | 80% |
| Median | −9.1% | +6.6% | −5.6% | −2.8% | +0.4% | +5.2% | −2.1% | −0.1% | −1.1% | −4.5% | −0.3% | +2.2% |
| Best | +19.2% | +12.5% | +19.8% | +12.9% | +10.8% | +30.0% | +27.4% | +24.6% | +39.3% | −2.4% | +72.2% | +9.1% |
| Worst | −16.3% | −17.0% | −22.9% | −20.2% | −25.0% | −11.5% | −27.8% | −20.8% | −28.1% | −35.2% | −8.9% | −7.8% |
| vs SPY ⓘ | −7.9pp | +7.3pp | −9.3pp | −4.4pp | −4.9pp | +0.1pp | −5.8pp | +4.0pp | +2.3pp | −9.5pp | −0.5pp | +4.4pp |
61 monthly observations across 2021–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
