| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | EGBN | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +24.9% | −4.9% | −2.3% | +3.9% | +5.6% | +4.0% | −1.8% | — | — | — | — | — | +30.3% | +7.5% | +22.8pp |
| 2025 | +0.7% | −10.7% | −9.7% | −14.5% | −1.1% | +10.7% | −17.4% | +21.9% | +4.1% | −17.2% | +13.3% | +12.9% | −15.6% | +17.7% | −33.3pp |
| 2024 | −16.5% | −3.9% | −1.4% | −19.6% | −2.5% | +4.8% | +16.2% | +1.2% | +3.7% | +16.9% | +12.0% | −11.3% | −7.9% | +24.9% | −32.8pp |
| 2023 | +8.9% | −7.7% | −23.6% | −24.0% | −20.6% | +6.2% | +33.3% | −13.1% | −10.8% | −7.0% | +21.9% | +27.0% | −27.0% | +26.2% | −53.2pp |
| 2022 | +3.4% | −0.1% | −4.9% | −11.0% | −1.6% | −4.3% | +4.4% | −1.0% | −7.6% | +2.0% | +4.2% | −6.6% | −21.9% | −18.2% | −3.7pp |
| 2021 | +3.4% | +15.1% | +8.8% | +0.8% | +7.0% | −1.9% | −1.2% | +4.9% | −0.3% | −0.9% | −0.4% | +3.5% | +44.5% | +28.7% | +15.8pp |
| 2020 | −9.7% | −14.4% | −19.3% | +16.9% | −7.8% | +1.2% | −7.5% | −4.3% | −6.9% | +12.5% | +22.9% | +12.3% | −12.8% | +18.3% | −31.1pp |
| 2019 | +12.7% | +7.9% | −15.2% | +10.1% | −3.6% | +2.0% | −25.5% | +1.1% | +9.5% | +1.7% | −1.6% | +9.5% | +0.8% | +31.2% | −30.5pp |
| 2018 | +8.8% | −3.1% | −2.0% | −1.9% | +3.2% | +1.2% | −11.8% | −0.4% | −6.0% | −2.8% | +17.2% | −15.5% | −15.9% | −4.6% | −11.3pp |
| 2017 | +0.5% | +1.6% | −4.1% | +0.3% | −4.8% | +11.0% | −1.3% | −0.4% | +7.8% | −0.6% | −0.8% | −12.5% | −5.0% | +21.7% | −26.7pp |
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. EGBN 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 | 21 | 21 | 21 | 21 | 21 | 21 |
| Positive ⓘ | 67% | 38% | 48% | 48% | 52% | 62% | 43% | 43% | 48% | 43% | 62% | 48% |
| Median | +3.4% | −3.1% | −1.4% | −0.1% | +1.1% | +2.0% | −1.2% | −0.4% | −0.1% | −0.6% | +4.2% | −1.3% |
| Best | +24.9% | +15.1% | +15.7% | +16.9% | +17.9% | +11.0% | +33.3% | +21.9% | +11.0% | +24.8% | +23.3% | +27.0% |
| Worst | −16.5% | −14.4% | −23.6% | −24.0% | −20.6% | −16.7% | −25.5% | −15.1% | −10.8% | −17.2% | −17.8% | −15.5% |
| vs SPY ⓘ | +3.2pp | −2.3pp | −2.9pp | −2.4pp | −0.4pp | +0.9pp | −1.9pp | −1.0pp | +1.2pp | −0.5pp | +2.5pp | −1.1pp |
252 monthly observations across 2005–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
