| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | EDBL | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −20.2% | −39.0% | −61.1% | −54.8% | −49.6% | −27.1% | −69.6% | — | — | — | — | — | −99.0% | +7.5% | −106.6pp |
| 2025 | −30.0% | −29.3% | −38.9% | −21.8% | +82.6% | −24.2% | −6.8% | −25.1% | −1.4% | −12.2% | −20.9% | −51.7% | −92.4% | +17.7% | −110.2pp |
| 2024 | −3.7% | −12.0% | −25.1% | −14.5% | −69.7% | −22.3% | +3.9% | −14.9% | −76.7% | −46.0% | +16.2% | +92.5% | −96.8% | +24.9% | −121.7pp |
| 2023 | +71.4% | −68.6% | −32.2% | −22.6% | −14.6% | −16.5% | +1.4% | +0.2% | −42.3% | −24.7% | −11.3% | +1.3% | −92.0% | +26.2% | −118.2pp |
| 2022 · part | — | — | — | — | — | −31.0% | +3.1% | −38.2% | −23.4% | −9.5% | −35.5% | −42.9% | −88.8% | −18.2% | −70.6pp |
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. EDBL is on the price only (split-adjusted close; dividends NOT included) basis, SPY on the total return (splits + dividends) basis. THE TWO DIFFER: one series includes dividends and the other does not, so the Δ column flatters whichever one is on the total-return basis. Read it with that in mind — the bases are printed rather than silently reconciled.
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 | 5 | 5 | 4 | 4 | 4 | 4 | 4 |
| Positive ⓘ | 25% | 0% | 0% | 0% | 25% | 0% | 60% | 25% | 0% | 0% | 25% | 50% |
| Median | −11.9% | −34.2% | −35.5% | −22.2% | −32.1% | −24.2% | +1.4% | −20.0% | −32.8% | −18.4% | −16.1% | −20.8% |
| Best | +71.4% | −12.0% | −25.1% | −14.5% | +82.6% | −16.5% | +3.9% | +0.2% | −1.4% | −9.5% | +16.2% | +92.5% |
| Worst | −30.0% | −68.6% | −61.1% | −54.8% | −69.7% | −31.0% | −69.6% | −38.2% | −76.7% | −46.0% | −35.5% | −51.7% |
| vs SPY ⓘ | −13.5pp | −33.1pp | −34.6pp | −22.6pp | −35.0pp | −25.8pp | −6.1pp | −22.2pp | −25.9pp | −20.1pp | −20.7pp | −20.2pp |
50 monthly observations across 2022–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
