| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | EXPE | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −6.5% | −18.6% | +7.3% | +7.6% | −8.9% | +13.3% | +18.9% | — | — | — | — | — | +7.9% | +7.5% | +0.3pp |
| 2025 | −8.3% | +15.8% | −14.9% | −6.6% | +6.5% | +1.2% | +6.8% | +19.4% | −0.5% | +2.9% | +16.4% | +10.8% | +53.3% | +17.7% | +35.6pp |
| 2024 | −2.3% | −7.8% | +0.7% | −2.3% | −16.2% | +11.6% | +1.3% | +8.9% | +6.4% | +5.6% | +18.1% | +0.9% | +22.8% | +24.9% | −2.1pp |
| 2023 | +30.5% | −4.7% | −11.0% | −3.2% | +1.9% | +14.3% | +12.0% | −11.5% | −4.9% | −7.5% | +42.9% | +11.5% | +73.3% | +26.2% | +47.1pp |
| 2022 | +1.4% | +7.0% | −0.2% | −10.7% | −26.0% | −26.7% | +11.8% | −3.2% | −8.7% | −0.2% | +14.3% | −18.0% | −51.5% | −18.2% | −33.4pp |
| 2021 | −6.3% | +29.7% | +6.9% | +2.4% | +0.4% | −7.5% | −1.7% | −10.2% | +13.4% | +0.3% | −2.0% | +12.2% | +36.5% | +28.7% | +7.8pp |
| 2020 | +0.3% | −9.1% | −42.7% | +26.1% | +12.0% | +3.4% | −1.4% | +21.2% | −6.6% | +2.7% | +32.2% | +6.4% | +22.9% | +18.3% | +4.6pp |
| 2019 | +5.9% | +3.4% | −3.2% | +9.1% | −11.2% | +15.7% | −0.2% | −1.7% | +3.3% | +1.7% | −25.3% | +6.4% | −2.9% | +31.2% | −34.1pp |
| 2018 | +6.9% | −17.8% | +5.3% | +4.3% | +5.4% | −0.7% | +11.4% | −2.3% | −0.0% | −3.9% | −3.4% | −6.7% | −5.0% | −4.6% | −0.4pp |
| 2017 | +7.3% | −2.1% | +6.2% | +6.0% | +7.7% | +3.6% | +5.0% | −5.0% | −3.0% | −13.4% | −1.5% | −2.2% | +6.7% | +21.7% | −15.0pp |
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. EXPE 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 ⓘ | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 |
| Positive ⓘ | 62% | 43% | 57% | 62% | 62% | 67% | 71% | 38% | 52% | 62% | 57% | 57% |
| Median | +0.7% | −0.9% | +2.8% | +2.4% | +1.9% | +3.5% | +6.8% | −2.3% | +2.0% | +2.0% | +4.8% | +0.9% |
| Best | +30.5% | +29.7% | +14.5% | +49.9% | +27.2% | +21.9% | +37.1% | +21.8% | +23.5% | +15.8% | +42.9% | +121.9% |
| Worst | −27.2% | −27.1% | −42.7% | −10.7% | −26.0% | −26.7% | −21.6% | −11.5% | −15.0% | −37.1% | −25.3% | −18.0% |
| vs SPY ⓘ | +0.3pp | +0.2pp | −2.6pp | −0.9pp | +0.2pp | +3.0pp | +4.5pp | +1.0pp | +0.5pp | −0.5pp | +4.3pp | +2.1pp |
252 monthly observations across 2005–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
