| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | FBLG | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +47.6% | −0.9% | −79.9% | +0.0% | −12.1% | −18.3% | −24.1% | — | — | — | — | — | −84.0% | +9.3% | −93.4pp |
| 2025 | −19.5% | −21.7% | −28.6% | +24.4% | −34.8% | −14.8% | +2.4% | −7.4% | −7.5% | −28.0% | −30.3% | −17.9% | −88.8% | +17.7% | −106.5pp |
| 2024 · part | — | −55.1% | −17.2% | −12.8% | +29.2% | −59.0% | +4.4% | −68.9% | +90.7% | −2.3% | −13.2% | −23.7% | −93.1% | +24.9% | −118.0pp |
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. FBLG 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 ⓘ | 2 | 3 | 3 | 3 | 3 | 3 | 3 | 2 | 2 | 2 | 2 | 2 |
| Positive ⓘ | 50% | 0% | 0% | 33% | 33% | 0% | 67% | 0% | 50% | 0% | 0% | 0% |
| Median | +14.0% | −21.7% | −28.6% | +0.0% | −12.1% | −18.3% | +2.4% | −38.1% | +41.6% | −15.1% | −21.8% | −20.8% |
| Best | +47.6% | −0.9% | −17.2% | +24.4% | +29.2% | −14.8% | +4.4% | −7.4% | +90.7% | −2.3% | −13.2% | −17.9% |
| Worst | −19.5% | −55.1% | −79.9% | −12.8% | −34.8% | −59.0% | −24.1% | −68.9% | −7.5% | −28.0% | −30.3% | −23.7% |
| vs SPY ⓘ | +11.9pp | −20.5pp | −23.0pp | −8.7pp | −17.4pp | −19.9pp | +0.1pp | −40.3pp | +38.8pp | −15.9pp | −24.8pp | −19.6pp |
30 monthly observations across 2024–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
