| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | EPSN | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +7.5% | +2.6% | +21.6% | +3.2% | −11.0% | −4.4% | +2.8% | — | — | — | — | — | +21.2% | +7.5% | +13.6pp |
| 2025 | −3.1% | +9.6% | +7.9% | −0.4% | +1.0% | +4.8% | −15.3% | −6.2% | −13.0% | −4.8% | +0.2% | −2.3% | −22.1% | +17.7% | −39.9pp |
| 2024 | +0.6% | −1.6% | +10.7% | −1.4% | −0.9% | +2.7% | +0.0% | −0.4% | +9.3% | +0.5% | −1.2% | +7.8% | +28.2% | +24.9% | +3.3pp |
| 2023 | −10.9% | −2.7% | −6.0% | +0.4% | −8.4% | +10.1% | +13.1% | −10.6% | −1.1% | +8.1% | −6.7% | −3.5% | −19.5% | +26.2% | −45.7pp |
| 2022 | −2.3% | +8.8% | +7.9% | +14.7% | −5.7% | −14.8% | +8.5% | +12.7% | −11.4% | +10.3% | +5.6% | −9.1% | +21.4% | −18.2% | +39.5pp |
| 2021 | −5.9% | +12.3% | −0.6% | +1.9% | +2.8% | +22.5% | +1.4% | +0.8% | +26.0% | −15.7% | +1.1% | +3.5% | +53.1% | +28.7% | +24.4pp |
| 2020 | −4.5% | −5.4% | −10.4% | +9.7% | −0.7% | +1.4% | +4.1% | +9.8% | −10.1% | +0.3% | +7.6% | +13.5% | +12.4% | +18.3% | −5.9pp |
| 2019 | −3.7% | +0.3% | +1.9% | −1.9% | −5.2% | −6.2% | +0.8% | +1.2% | +1.4% | −13.9% | +1.1% | −2.3% | −24.5% | +31.2% | −55.7pp |
| 2018 | −8.3% | −9.7% | +2.1% | +3.6% | −1.3% | +5.2% | −1.8% | −2.9% | −5.6% | +4.3% | +9.6% | +1.2% | −5.2% | −4.6% | −0.6pp |
| 2017 | +18.4% | −4.3% | −5.6% | +7.5% | −1.3% | −1.0% | +9.6% | −3.9% | +1.0% | −4.4% | +0.3% | −4.0% | +10.0% | +21.7% | −11.7pp |
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. EPSN 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.
