| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | EA | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −0.2% | −1.5% | +1.6% | −0.7% | −0.2% | +1.6% | +2.2% | — | — | — | — | — | +2.8% | +9.3% | −6.6pp |
| 2025 | −16.0% | +5.2% | +11.9% | +0.4% | −0.8% | +11.1% | −4.5% | +12.9% | +17.3% | −0.8% | +1.0% | +1.2% | +40.3% | +17.7% | +22.6pp |
| 2024 | +0.6% | +1.5% | −4.9% | −4.4% | +4.9% | +4.9% | +8.3% | +0.7% | −5.5% | +5.2% | +8.6% | −10.6% | +7.5% | +24.9% | −17.4pp |
| 2023 | +5.3% | −13.6% | +8.6% | +5.7% | +0.7% | +1.3% | +5.1% | −11.9% | +0.4% | +2.8% | +11.6% | −0.9% | +12.7% | +26.2% | −13.5pp |
| 2022 | +0.6% | −1.9% | −2.6% | −6.7% | +17.5% | −12.1% | +7.9% | −3.2% | −8.8% | +8.9% | +4.0% | −6.6% | −6.8% | −18.2% | +11.3pp |
| 2021 | −0.3% | −6.4% | +1.2% | +5.0% | +0.6% | +0.7% | +0.1% | +1.0% | −2.0% | −1.4% | −11.4% | +6.3% | −7.7% | +28.7% | −36.4pp |
| 2020 | +0.4% | −6.1% | −1.2% | +14.1% | +7.5% | +7.5% | +7.2% | −1.5% | −6.5% | −8.1% | +6.6% | +12.6% | +33.7% | +18.3% | +15.4pp |
| 2019 | +16.9% | +3.8% | +6.1% | −6.9% | −1.7% | +8.8% | −8.7% | +1.3% | +4.4% | −1.5% | +4.8% | +6.4% | +36.2% | +31.2% | +5.0pp |
| 2018 | +20.8% | −2.6% | −2.0% | −2.7% | +11.0% | +7.7% | −8.7% | −11.9% | +6.2% | −24.5% | −7.6% | −6.1% | −24.9% | −4.6% | −20.3pp |
| 2017 | +5.9% | +3.7% | +3.5% | +5.9% | +19.5% | −6.7% | +10.4% | +4.1% | −2.8% | +1.3% | −11.1% | −1.2% | +33.4% | +21.7% | +11.7pp |
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. EA 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 ⓘ | 21 | 21 | 21 | 21 | 21 | 21 | 22 | 21 | 21 | 21 | 21 | 21 |
| Positive ⓘ | 52% | 52% | 76% | 52% | 62% | 52% | 64% | 62% | 48% | 43% | 48% | 48% |
| Median | +0.4% | +0.8% | +2.9% | +0.1% | +4.9% | +0.7% | +2.0% | +1.3% | −0.7% | −0.8% | −0.7% | −0.6% |
| Best | +20.8% | +20.6% | +12.5% | +14.1% | +30.6% | +11.1% | +13.6% | +21.0% | +17.3% | +15.1% | +19.9% | +12.6% |
| Worst | −18.9% | −13.6% | −4.9% | −6.9% | −25.9% | −12.8% | −10.8% | −15.1% | −24.2% | −38.4% | −16.3% | −15.8% |
| vs SPY ⓘ | +0.4pp | +0.6pp | +3.4pp | −0.4pp | +2.8pp | −1.5pp | −1.6pp | +3.0pp | +0.4pp | −2.1pp | −4.2pp | +0.9pp |
253 monthly observations across 2005–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
