| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | EYE | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +2.1% | +2.4% | −4.0% | −10.3% | −27.9% | +13.5% | +15.5% | — | — | — | — | — | −15.0% | +7.5% | −22.5pp |
| 2025 | +9.4% | +11.5% | +0.6% | −3.4% | +60.4% | +16.2% | +5.4% | −5.4% | +27.2% | −11.8% | +12.0% | −10.5% | +147.8% | +17.7% | +130.1pp |
| 2024 | −9.2% | +23.1% | −5.3% | −21.4% | −13.4% | −13.3% | +10.5% | −27.0% | +3.3% | −4.7% | +16.3% | −13.9% | −50.2% | +24.9% | −75.1pp |
| 2023 | +6.0% | −9.1% | −49.6% | +11.7% | +20.0% | −3.8% | −11.0% | −15.3% | −11.6% | −4.0% | +18.7% | +13.4% | −46.0% | +26.2% | −72.2pp |
| 2022 | −14.8% | −10.3% | +18.8% | −13.6% | −25.3% | −2.3% | +6.0% | +14.0% | −1.7% | +13.4% | +9.2% | −4.2% | −19.2% | −18.2% | −1.1pp |
| 2021 | +2.4% | +2.4% | −7.7% | +15.0% | −1.5% | +2.9% | +5.6% | +11.1% | −5.4% | +8.6% | −22.1% | −0.1% | +6.0% | +28.7% | −22.8pp |
| 2020 | +5.2% | +2.1% | −44.2% | +36.5% | +1.1% | +14.0% | +4.8% | +17.4% | +1.8% | +5.5% | +6.1% | +5.8% | +39.7% | +18.3% | +21.3pp |
| 2019 | +12.7% | +5.8% | −6.5% | −14.1% | +0.9% | +12.9% | +2.8% | −10.2% | −15.1% | −1.1% | +26.9% | +7.4% | +15.1% | +31.2% | −16.1pp |
| 2018 | −3.7% | −11.7% | −6.5% | +3.0% | +9.4% | +0.5% | +11.2% | +8.8% | +2.0% | −8.2% | −11.2% | −23.4% | −30.6% | −4.6% | −26.1pp |
| 2017 · part | — | — | — | — | — | — | — | — | — | — | +13.2% | +24.6% | +41.0% | +21.7% | +19.3pp |
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. EYE 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.
