| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | EDR.MC | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −11.0% | −11.3% | −2.5% | +13.5% | +19.9% | +12.4% | +11.3% | — | — | — | — | — | +31.1% | +7.5% | +23.5pp |
| 2025 | +5.5% | −10.1% | −12.7% | +2.1% | +5.4% | −1.7% | +9.1% | +3.1% | −4.7% | −11.1% | −49.3% | +8.4% | −54.1% | +17.7% | −71.9pp |
| 2024 | −8.0% | −3.7% | −0.7% | −5.5% | +11.1% | −8.3% | +4.0% | −0.4% | +1.2% | −4.7% | +7.2% | +25.0% | +13.4% | +24.9% | −11.5pp |
| 2023 | +34.2% | +14.5% | −6.8% | −9.0% | +0.8% | +26.2% | +0.8% | +0.0% | −2.3% | −6.0% | +11.7% | +13.3% | +94.2% | +26.2% | +68.0pp |
| 2022 | −19.9% | −1.9% | +5.6% | −3.7% | −9.2% | −26.4% | −0.6% | +5.0% | −24.0% | +2.2% | −0.1% | −5.8% | −59.3% | −18.2% | −41.1pp |
| 2021 | −9.9% | +33.5% | −5.8% | +2.8% | +7.6% | +30.3% | +2.8% | −9.7% | +19.8% | +0.4% | −7.3% | +38.0% | +133.5% | +28.7% | +104.7pp |
| 2020 | +3.5% | −14.7% | −50.9% | +15.9% | +33.3% | −13.6% | −27.5% | +26.3% | +2.0% | −3.7% | +68.5% | +11.1% | −2.7% | +18.3% | −21.0pp |
| 2019 | +13.7% | +3.7% | −4.5% | +16.6% | −0.6% | +24.4% | +6.7% | −6.9% | +11.5% | −3.5% | −1.0% | +4.7% | +79.8% | +31.2% | +48.6pp |
| 2018 | +11.1% | +0.6% | −27.3% | −2.3% | +11.6% | −17.6% | +11.1% | +3.2% | −6.3% | −3.9% | −8.9% | −27.5% | −50.2% | −4.6% | −45.6pp |
| 2017 | +5.3% | +6.9% | −6.9% | +1.7% | −2.3% | −2.9% | −2.2% | −4.9% | −4.3% | −0.7% | +55.6% | +15.2% | +60.3% | +21.7% | +38.6pp |
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. EDR.MC 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.
