| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | EDSA | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −17.6% | +88.0% | +137.7% | +249.4% | −60.5% | +12.6% | −35.4% | — | — | — | — | — | +269.7% | +9.3% | +260.4pp |
| 2025 | +13.7% | +14.7% | +11.4% | −4.5% | −15.9% | +3.6% | +10.8% | +3.1% | +6.5% | −24.7% | −5.9% | −18.9% | −15.5% | +17.7% | −33.2pp |
| 2024 | −2.6% | +3.8% | −9.2% | +6.0% | −2.5% | −1.2% | +23.8% | −15.1% | −1.1% | −25.8% | −26.0% | −31.2% | −63.2% | +24.9% | −88.1pp |
| 2023 | −30.6% | −4.7% | −36.4% | +23.1% | −18.8% | −11.0% | +1.2% | +3.3% | −25.6% | −26.9% | +2.5% | +38.5% | −69.7% | +26.2% | −95.9pp |
| 2022 | −26.5% | −10.4% | −19.9% | −25.3% | −7.2% | −21.8% | +11.8% | +4.4% | −51.1% | +12.0% | −10.5% | +134.2% | −61.6% | −18.2% | −43.5pp |
| 2021 | +35.5% | −4.2% | −2.2% | +2.8% | +13.0% | −15.8% | −5.5% | +17.6% | +25.7% | +11.4% | −23.1% | −10.9% | +32.5% | +28.7% | +3.7pp |
| 2020 | −23.2% | −16.5% | −18.6% | +13.8% | +26.1% | +59.9% | +39.5% | +36.2% | −13.5% | −25.2% | −13.7% | −18.5% | +3.7% | +18.3% | −14.7pp |
| 2019 | +45.1% | −11.4% | −6.8% | −3.7% | +85.7% | −39.7% | −30.7% | −21.7% | +63.1% | −10.8% | −10.0% | −18.0% | −24.8% | +31.2% | −56.0pp |
| 2018 | +3.7% | −6.0% | +3.8% | −16.7% | −62.3% | +0.0% | −14.4% | −10.5% | +0.8% | −23.7% | +5.7% | −18.8% | −83.9% | −4.6% | −79.4pp |
| 2017 | −5.9% | −19.9% | +6.5% | −17.8% | −8.5% | −0.5% | +12.3% | −14.6% | −3.0% | +2.2% | −4.3% | −27.0% | −60.1% | +21.7% | −81.8pp |
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. EDSA 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 ⓘ | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 |
| Positive ⓘ | 40% | 30% | 40% | 50% | 30% | 30% | 60% | 50% | 40% | 30% | 20% | 30% |
| Median | −4.3% | −5.3% | −4.5% | −0.4% | −7.9% | −0.8% | +6.0% | −3.7% | −2.1% | −18.3% | −8.0% | −18.2% |
| Best | +45.1% | +88.0% | +137.7% | +249.4% | +85.7% | +59.9% | +39.5% | +36.2% | +63.1% | +12.0% | +5.7% | +134.2% |
| Worst | −30.6% | −19.9% | −36.4% | −25.3% | −62.3% | −39.7% | −35.4% | −21.7% | −51.1% | −26.9% | −26.0% | −31.2% |
| vs SPY ⓘ | −6.0pp | −4.6pp | −6.4pp | −3.1pp | −8.8pp | −3.1pp | +0.3pp | −6.1pp | −4.1pp | −14.9pp | −11.3pp | −17.2pp |
120 monthly observations across 2016–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
