| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | EQRR | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +4.4% | +1.7% | +2.1% | +8.5% | +3.8% | +4.6% | −0.7% | — | — | — | — | — | +26.8% | +7.5% | +19.2pp |
| 2025 | +4.0% | +1.9% | −1.2% | −5.8% | +3.6% | +3.5% | +1.9% | +4.5% | +0.2% | −0.3% | +1.3% | +1.2% | +15.5% | +17.7% | −2.2pp |
| 2024 | +0.2% | +5.5% | +8.3% | −3.9% | +1.3% | −1.8% | +1.2% | −0.2% | −1.1% | +0.0% | +8.2% | −9.0% | +7.7% | +24.9% | −17.2pp |
| 2023 | +9.9% | −3.2% | −8.1% | −1.0% | −6.8% | +9.2% | +9.5% | −2.8% | −2.9% | −5.6% | +6.7% | +6.6% | +9.2% | +26.2% | −17.0pp |
| 2022 | +3.2% | +1.1% | +1.8% | −5.3% | +4.9% | −15.5% | +9.0% | −0.0% | −10.7% | +18.6% | +6.5% | −6.7% | +2.2% | −18.2% | +20.4pp |
| 2021 | +0.9% | +14.4% | +4.5% | +3.6% | +5.3% | −1.5% | −1.7% | +1.7% | −0.0% | +5.8% | −4.6% | +4.1% | +36.1% | +28.7% | +7.4pp |
| 2020 | −8.5% | −13.7% | −30.6% | +13.2% | +6.9% | +3.8% | +3.4% | +3.0% | −5.2% | −1.5% | +27.5% | +2.8% | −10.1% | +18.3% | −28.5pp |
| 2019 | +12.6% | +1.9% | −3.1% | +4.7% | −12.3% | +9.4% | +0.2% | −9.1% | +5.3% | +0.4% | +7.6% | +3.2% | +19.6% | +31.2% | −11.7pp |
| 2018 | +5.9% | −5.2% | −0.6% | +3.7% | +3.2% | −3.0% | +4.3% | +0.8% | −0.9% | −11.0% | −1.8% | −13.8% | −18.6% | −4.6% | −14.0pp |
| 2017 · part | — | — | — | — | — | — | — | −2.9% | +8.3% | +2.4% | +0.0% | +8.3% | +16.7% | +21.7% | −5.0pp |
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. EQRR 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 ⓘ | 9 | 9 | 9 | 9 | 9 | 9 | 9 | 9 | 9 | 9 | 9 | 9 |
| Positive ⓘ | 89% | 67% | 44% | 56% | 78% | 56% | 78% | 44% | 33% | 56% | 78% | 67% |
| Median | +4.0% | +1.7% | −0.6% | +3.6% | +3.6% | +3.5% | +1.9% | −0.0% | −0.9% | +0.0% | +6.5% | +2.8% |
| Best | +12.6% | +14.4% | +8.3% | +13.2% | +6.9% | +9.4% | +9.5% | +4.5% | +8.3% | +18.6% | +27.5% | +8.3% |
| Worst | −8.5% | −13.7% | −30.6% | −5.8% | −12.3% | −15.5% | −1.7% | −9.1% | −10.7% | −11.0% | −4.6% | −13.8% |
| vs SPY ⓘ | +1.9pp | +0.3pp | −0.1pp | +0.1pp | −1.5pp | −1.6pp | −0.2pp | −2.4pp | −1.4pp | −1.2pp | +0.9pp | −0.5pp |
108 monthly observations across 2017–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
