| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ECG | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +3.4% | +36.6% | −2.3% | +24.9% | +0.9% | +11.5% | −34.2% | — | — | — | — | — | +27.6% | +7.5% | +20.1pp |
| 2025 | +4.7% | −39.5% | −10.8% | +8.5% | +43.9% | +9.7% | +16.9% | +5.6% | +9.3% | +6.0% | +1.2% | −7.0% | +30.1% | +17.7% | +12.4pp |
| 2024 · part | — | — | — | — | — | — | — | — | — | — | — | +3.3% | +3.3% | +24.9% | −21.6pp |
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. ECG 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 ⓘ | 2 | 2 | 2 | 2 | 2 | 2 | 2 | 1 | 1 | 1 | 1 | 2 |
| Positive ⓘ | 100% | 50% | 0% | 100% | 100% | 100% | 50% | 100% | 100% | 100% | 100% | 50% |
| Median | +4.0% | −1.5% | −6.6% | +16.7% | +22.4% | +10.6% | −8.7% | +5.6% | +9.3% | +6.0% | +1.2% | −1.8% |
| Best | +4.7% | +36.6% | −2.3% | +24.9% | +43.9% | +11.5% | +16.9% | +5.6% | +9.3% | +6.0% | +1.2% | +3.3% |
| Worst | +3.4% | −39.5% | −10.8% | +8.5% | +0.9% | +9.7% | −34.2% | +5.6% | +9.3% | +6.0% | +1.2% | −7.0% |
| vs SPY ⓘ | +2.0pp | −0.4pp | −1.3pp | +11.9pp | +16.6pp | +8.6pp | −8.7pp | +3.6pp | +5.8pp | +3.6pp | +1.0pp | −0.7pp |
20 monthly observations across 2024–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
