| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ELF | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +11.8% | +8.3% | −34.2% | +5.5% | −12.5% | +32.1% | +11.2% | — | — | — | — | — | +8.2% | +9.3% | −1.2pp |
| 2025 | −20.4% | −29.7% | −10.6% | −1.5% | +81.8% | +10.6% | −2.6% | +3.1% | +6.0% | −7.8% | −37.6% | −0.2% | −39.4% | +17.7% | −57.2pp |
| 2024 | +10.5% | +30.7% | −6.0% | −17.1% | +15.0% | +12.7% | −18.1% | −13.2% | −27.2% | −3.5% | +23.1% | −3.1% | −13.0% | +24.9% | −37.9pp |
| 2023 | +4.1% | +29.9% | +10.2% | +12.6% | +12.1% | +9.8% | +2.2% | +18.8% | −20.8% | −15.7% | +27.5% | +22.2% | +161.0% | +26.2% | +134.8pp |
| 2022 | −11.0% | −10.6% | −2.3% | −5.8% | +9.4% | +15.3% | +9.3% | +13.7% | −1.3% | +15.0% | +27.0% | +0.6% | +66.5% | −18.2% | +84.7pp |
| 2021 | −13.6% | +17.9% | +4.6% | +12.7% | −7.4% | −3.1% | +1.7% | +12.1% | −6.1% | +11.2% | −6.8% | +10.3% | +31.8% | +28.7% | +3.1pp |
| 2020 | −2.8% | +1.8% | −38.3% | +32.8% | +31.1% | +11.3% | −6.3% | +9.4% | −5.9% | +10.3% | +7.3% | +15.9% | +56.2% | +18.3% | +37.8pp |
| 2019 | −3.0% | −5.4% | +33.3% | +20.7% | −20.3% | +38.4% | +17.7% | −1.6% | +7.3% | −4.1% | −1.4% | −2.7% | +86.3% | +31.2% | +55.0pp |
| 2018 | −7.8% | −10.3% | +5.0% | −6.2% | +3.7% | −19.2% | −5.2% | −3.8% | −8.4% | −16.7% | +20.3% | −32.1% | −61.2% | −4.6% | −56.6pp |
| 2017 | −13.8% | +11.0% | +4.0% | −5.4% | −10.2% | +11.2% | −6.8% | −18.4% | +9.0% | −6.0% | +4.6% | +0.7% | −22.9% | +21.7% | −44.6pp |
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. ELF 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 | 9 | 9 | 10 | 10 | 10 |
| Positive ⓘ | 30% | 60% | 50% | 50% | 60% | 80% | 50% | 56% | 33% | 30% | 70% | 50% |
| Median | −5.4% | +5.0% | +0.9% | +2.0% | +6.6% | +11.2% | −0.4% | +3.1% | −5.9% | −5.0% | +13.8% | +0.2% |
| Best | +11.8% | +30.7% | +33.3% | +32.8% | +81.8% | +38.4% | +17.7% | +18.8% | +9.0% | +15.0% | +27.5% | +22.2% |
| Worst | −20.4% | −29.7% | −38.3% | −17.1% | −20.3% | −19.2% | −18.1% | −18.4% | −27.2% | −16.7% | −37.6% | −32.1% |
| vs SPY ⓘ | −8.4pp | +8.1pp | −2.5pp | +1.2pp | +5.2pp | +9.3pp | −3.0pp | +1.1pp | −1.5pp | −6.3pp | +9.3pp | −0.4pp |
118 monthly observations across 2016–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
