| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ELV | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −1.4% | −7.4% | −8.0% | +28.6% | +4.5% | −1.6% | −2.8% | — | — | — | — | — | +7.9% | +7.5% | +0.4pp |
| 2025 | +7.3% | +0.3% | +10.1% | −3.3% | −8.7% | +1.8% | −27.2% | +12.6% | +2.0% | −1.8% | +6.6% | +4.2% | −3.1% | +17.7% | −20.9pp |
| 2024 | +4.6% | +1.6% | +3.8% | +1.9% | +1.9% | +0.9% | −1.8% | +4.7% | −6.3% | −22.0% | +0.3% | −9.0% | −20.7% | +24.9% | −45.6pp |
| 2023 | −2.5% | −6.1% | −1.8% | +1.9% | −4.4% | −0.5% | +6.2% | −6.3% | −1.2% | +3.4% | +6.5% | −1.4% | −6.9% | +26.2% | −33.1pp |
| 2022 · part | — | — | — | — | — | — | −1.1% | +1.7% | −6.1% | +20.4% | −2.5% | −3.5% | +6.8% | −18.2% | +25.0pp |
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. ELV 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 | 4 | 4 | 5 | 4 | 4 | 4 | 4 | 4 |
| Positive ⓘ | 50% | 50% | 50% | 75% | 50% | 50% | 20% | 75% | 25% | 50% | 75% | 25% |
| Median | +1.6% | −2.9% | +1.0% | +1.9% | −1.3% | +0.2% | −1.8% | +3.2% | −3.6% | +0.8% | +3.4% | −2.4% |
| Best | +7.3% | +1.6% | +10.1% | +28.6% | +4.5% | +1.8% | +6.2% | +12.6% | +2.0% | +20.4% | +6.6% | +4.2% |
| Worst | −2.5% | −7.4% | −8.0% | −3.3% | −8.7% | −1.6% | −27.2% | −6.3% | −6.3% | −22.0% | −2.5% | −9.0% |
| vs SPY ⓘ | +0.1pp | −3.6pp | −1.2pp | +3.1pp | −4.0pp | −3.0pp | −3.0pp | +4.0pp | +0.8pp | +0.7pp | −4.1pp | −1.8pp |
49 monthly observations across 2022–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
