| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ESSC | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +3.7% | +1.4% | −3.8% | +10.6% | +1.9% | +8.1% | −4.7% | — | — | — | — | — | +17.5% | +7.5% | +10.0pp |
| 2025 | — | — | — | — | — | — | — | — | +150.0% | +1.4% | +2.4% | −0.2% | +159.1% | +17.7% | +141.4pp |
| 2022 | −12.3% | +1.2% | −1.1% | +3.0% | −3.8% | +0.0% | −0.1% | +0.4% | +0.7% | −0.1% | −24.1% | +27.2% | −15.4% | −18.2% | +2.8pp |
| 2021 | −0.2% | −0.3% | −0.1% | +0.0% | +0.6% | +0.4% | +0.1% | +0.6% | +0.4% | +0.3% | +1.7% | +13.7% | +17.6% | +28.7% | −11.1pp |
| 2020 · part | — | — | — | +0.8% | +0.5% | +0.8% | +0.5% | −0.1% | −0.5% | −0.7% | +1.9% | +0.8% | +4.1% | +18.3% | −14.2pp |
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. ESSC 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.
