| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | EPOL | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +6.8% | +1.4% | −4.5% | +5.4% | +5.5% | −4.7% | +10.7% | — | — | — | — | — | +21.5% | +9.3% | +12.2pp |
| 2025 | +13.2% | +7.0% | +10.8% | +5.2% | +3.0% | +8.1% | −1.6% | −0.2% | +1.6% | +4.7% | +1.1% | +6.8% | +77.3% | +17.7% | +59.6pp |
| 2024 | −3.3% | +6.4% | +1.2% | −0.1% | +6.9% | −0.8% | −2.7% | +3.0% | −1.3% | −8.2% | −0.8% | −2.0% | −2.6% | +24.9% | −27.5pp |
| 2023 | +8.3% | −5.8% | −1.8% | +13.8% | −3.6% | +13.0% | +10.0% | −9.2% | −10.7% | +16.0% | +9.5% | +7.2% | +50.7% | +26.2% | +24.5pp |
| 2022 | −2.5% | −12.8% | +6.1% | −17.0% | +4.6% | −10.6% | −1.5% | −12.9% | −14.2% | +15.3% | +21.4% | +4.4% | −24.6% | −18.2% | −6.4pp |
| 2021 | −1.3% | −0.5% | −3.1% | +9.6% | +13.6% | −4.5% | +1.5% | +6.0% | −5.1% | +6.1% | −12.1% | +4.1% | +12.2% | +28.7% | −16.5pp |
| 2020 · part | — | — | — | — | — | — | +5.9% | +3.1% | −9.3% | −15.4% | +25.7% | +9.2% | +15.1% | +18.3% | −3.3pp |
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. EPOL 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 ⓘ | 6 | 6 | 6 | 6 | 6 | 6 | 7 | 6 | 6 | 6 | 6 | 6 |
| Positive ⓘ | 50% | 50% | 50% | 67% | 83% | 33% | 57% | 50% | 17% | 67% | 67% | 83% |
| Median | +2.8% | +0.5% | −0.3% | +5.3% | +5.1% | −2.6% | +1.5% | +1.4% | −7.2% | +5.4% | +5.3% | +5.6% |
| Best | +13.2% | +7.0% | +10.8% | +13.8% | +13.6% | +13.0% | +10.7% | +6.0% | +1.6% | +16.0% | +25.7% | +9.2% |
| Worst | −3.3% | −12.8% | −4.5% | −17.0% | −3.6% | −10.6% | −2.7% | −12.9% | −14.2% | −15.4% | −12.1% | −2.0% |
| vs SPY ⓘ | +2.4pp | −1.0pp | −0.8pp | +4.1pp | +1.1pp | −3.0pp | −0.9pp | −3.0pp | −4.2pp | +0.7pp | +0.6pp | +4.1pp |
73 monthly observations across 2020–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
