| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ELBM | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +13.7% | −19.2% | −23.8% | +7.9% | +8.0% | −7.5% | −17.6% | — | — | — | — | — | −37.8% | +7.5% | −45.3pp |
| 2025 | −21.3% | +10.3% | −32.9% | +0.9% | −8.4% | +7.7% | +7.4% | −20.8% | +33.3% | +4.9% | −21.9% | −20.0% | −56.9% | +17.7% | −74.6pp |
| 2024 | −7.2% | +59.3% | −15.9% | −5.5% | +9.6% | −10.6% | −13.9% | +91.1% | −17.3% | −9.7% | −3.7% | −6.8% | +27.0% | +24.9% | +2.1pp |
| 2023 | +41.0% | −10.3% | −2.4% | −9.3% | −43.5% | −7.6% | +57.7% | −50.6% | −18.2% | −14.3% | −8.8% | −24.5% | −78.0% | +26.2% | −104.2pp |
| 2022 · part | — | — | — | — | −10.3% | −29.0% | +42.3% | −16.4% | −16.1% | +4.8% | −23.3% | −25.9% | −62.1% | −18.2% | −43.9pp |
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. ELBM 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 ⓘ | 4 | 4 | 4 | 4 | 5 | 5 | 5 | 4 | 4 | 4 | 4 | 4 |
| Positive ⓘ | 50% | 50% | 0% | 50% | 40% | 20% | 60% | 25% | 25% | 50% | 0% | 0% |
| Median | +3.3% | +0.0% | −19.9% | −2.3% | −8.4% | −7.6% | +7.4% | −18.6% | −16.7% | −2.4% | −15.3% | −22.2% |
| Best | +41.0% | +59.3% | −2.4% | +7.9% | +9.6% | +7.7% | +57.7% | +91.1% | +33.3% | +4.9% | −3.7% | −6.8% |
| Worst | −21.3% | −19.2% | −32.9% | −9.3% | −43.5% | −29.0% | −17.6% | −50.6% | −18.2% | −14.3% | −23.3% | −25.9% |
| vs SPY ⓘ | +1.8pp | +1.9pp | −19.0pp | −2.0pp | −10.5pp | −14.1pp | +5.1pp | −17.6pp | −10.2pp | −6.0pp | −20.0pp | −20.1pp |
51 monthly observations across 2022–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
