| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | EQX | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +1.9% | +31.2% | −22.8% | −3.5% | −2.9% | −28.2% | −7.8% | — | — | — | — | — | −36.0% | +7.5% | −43.6pp |
| 2025 | +20.9% | +5.8% | +7.2% | −2.6% | −1.0% | −13.3% | +6.1% | +43.6% | +28.1% | −2.2% | +26.5% | +1.2% | +179.7% | +17.7% | +162.0pp |
| 2024 | −10.0% | −8.0% | +48.6% | −10.1% | +0.2% | −3.5% | +7.5% | +0.9% | +7.4% | −9.0% | +2.0% | −11.2% | +2.7% | +24.9% | −22.2pp |
| 2023 | +38.7% | −20.0% | +41.5% | −3.3% | −5.6% | −2.6% | +15.1% | −4.2% | −16.2% | +4.0% | +24.5% | −10.8% | +49.1% | +26.2% | +22.9pp |
| 2022 | −14.9% | +23.1% | +16.8% | −13.8% | −18.1% | −24.0% | +0.5% | −21.7% | +4.6% | −9.0% | +5.7% | −6.6% | −51.5% | −18.2% | −33.3pp |
| 2021 | −7.4% | −13.5% | −3.5% | +1.3% | +15.1% | −25.3% | +0.1% | +3.4% | −8.3% | +12.6% | −4.6% | −4.7% | −34.6% | +28.7% | −63.4pp |
| 2020 · part | — | — | — | — | — | — | +6.7% | +9.8% | −10.9% | −9.1% | −6.9% | +4.2% | −7.8% | +18.3% | −26.2pp |
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. EQX 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% | 67% | 17% | 33% | 0% | 86% | 67% | 50% | 33% | 67% | 33% |
| Median | −2.8% | −1.1% | +12.0% | −3.4% | −2.0% | −18.6% | +6.1% | +2.2% | −1.9% | −5.6% | +3.9% | −5.6% |
| Best | +38.7% | +31.2% | +48.6% | +1.3% | +15.1% | −2.6% | +15.1% | +43.6% | +28.1% | +12.6% | +26.5% | +4.2% |
| Worst | −14.9% | −20.0% | −22.8% | −13.8% | −18.1% | −28.2% | −7.8% | −21.7% | −16.2% | −9.1% | −6.9% | −11.2% |
| vs SPY ⓘ | −3.0pp | −3.1pp | +12.9pp | −5.0pp | −6.7pp | −17.1pp | +0.8pp | −0.5pp | +0.8pp | −5.6pp | −1.8pp | −4.8pp |
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.
