| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | CTM | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +1.4% | +7.2% | −40.0% | +12.7% | +27.6% | −15.1% | −7.8% | — | — | — | — | — | −26.5% | +7.5% | −34.0pp |
| 2025 | −65.5% | +56.3% | −1.9% | −7.5% | +0.0% | +7.1% | +13.3% | −16.0% | +9.0% | +7.3% | −10.3% | −14.0% | −54.9% | +17.7% | −72.6pp |
| 2024 | −0.7% | −1.5% | −10.8% | +3.8% | −19.1% | −14.8% | −17.2% | +7.6% | +5.5% | −15.4% | +35.2% | +899.5% | +571.1% | +24.9% | +546.3pp |
| 2023 | −0.8% | −20.8% | +10.1% | −6.4% | −30.4% | −29.6% | −6.8% | −31.5% | −28.0% | +128.3% | −58.1% | +35.5% | −76.3% | +26.2% | −102.5pp |
| 2022 · part | — | — | — | — | — | — | — | — | — | — | −14.6% | +53.7% | +31.3% | −18.2% | +49.4pp |
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. CTM 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 ⓘ | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 3 | 3 | 3 | 4 | 4 |
| Positive ⓘ | 25% | 50% | 25% | 50% | 25% | 25% | 25% | 33% | 67% | 67% | 25% | 75% |
| Median | −0.7% | +2.9% | −6.3% | −1.3% | −9.6% | −14.9% | −7.3% | −16.0% | +5.5% | +7.3% | −12.4% | +44.6% |
| Best | +1.4% | +56.3% | +10.1% | +12.7% | +27.6% | +7.1% | +13.3% | +7.6% | +9.0% | +128.3% | +35.2% | +899.5% |
| Worst | −65.5% | −20.8% | −40.0% | −7.5% | −30.4% | −29.6% | −17.2% | −31.5% | −28.0% | −15.4% | −58.1% | −14.0% |
| vs SPY ⓘ | −4.7pp | +0.7pp | −5.2pp | −2.2pp | −15.2pp | −16.2pp | −7.8pp | −18.0pp | +3.4pp | +5.0pp | −15.3pp | +45.2pp |
45 monthly observations across 2022–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
