| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | FOXO | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +109900.0% | — | — | — | — | — | +109900.0% | +7.5% | +109892.5pp |
| 2025 | −17.6% | −29.2% | −27.6% | −33.5% | −51.0% | −54.6% | −54.7% | −95.8% | −59.4% | −71.4% | −75.0% | −50.0% | −100.0% | +17.7% | −117.7pp |
| 2024 | −3.3% | +4.5% | +26.0% | −31.5% | +70.4% | −44.1% | −18.5% | −28.5% | +22.7% | −30.9% | +292.8% | −43.5% | −8.9% | +24.9% | −33.8pp |
| 2023 | +174.4% | −48.8% | −21.1% | −4.8% | −8.8% | −15.1% | −35.5% | −26.8% | −27.5% | −45.1% | −42.8% | −4.0% | −91.6% | +26.2% | −117.7pp |
| 2022 · part | — | — | — | — | — | — | — | — | — | −39.8% | −35.1% | −24.2% | −70.4% | −18.2% | −52.2pp |
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. FOXO 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 ⓘ | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 3 | 3 | 4 | 4 | 4 |
| Positive ⓘ | 25% | 25% | 25% | 0% | 25% | 0% | 25% | 0% | 33% | 0% | 25% | 0% |
| Median | −1.7% | −14.6% | −10.5% | −18.1% | −4.4% | −29.6% | −27.0% | −28.5% | −27.5% | −42.5% | −38.9% | −33.9% |
| Best | +174.4% | +4.5% | +26.0% | +0.0% | +70.4% | +0.0% | +109900.0% | −26.8% | +22.7% | −30.9% | +292.8% | −4.0% |
| Worst | −17.6% | −48.8% | −27.6% | −33.5% | −51.0% | −54.6% | −54.7% | −95.8% | −59.4% | −71.4% | −75.0% | −50.0% |
| vs SPY ⓘ | −3.2pp | −14.3pp | −8.6pp | −19.0pp | −7.2pp | −34.6pp | −29.2pp | −30.8pp | −22.8pp | −45.4pp | −46.3pp | −29.8pp |
46 monthly observations across 2022–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
