| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | FUTU | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −1.0% | −8.4% | −8.1% | +14.8% | −32.6% | −9.9% | +8.7% | — | — | — | — | — | −37.0% | +7.5% | −44.5pp |
| 2025 | +20.8% | +13.0% | −6.3% | −9.8% | +10.4% | +21.2% | +24.3% | +20.8% | −6.3% | +14.5% | −14.8% | −3.2% | +105.3% | +17.7% | +87.6pp |
| 2024 | −14.5% | +14.6% | +1.2% | +18.8% | +16.8% | −12.7% | −3.5% | +0.4% | +50.5% | −0.7% | −8.2% | −6.1% | +49.9% | +24.9% | +25.0pp |
| 2023 | +24.9% | −3.1% | +5.4% | −14.6% | −16.7% | +7.8% | +51.5% | −1.0% | −3.0% | −4.1% | −2.8% | +1.3% | +34.4% | +26.2% | +8.2pp |
| 2022 | −0.1% | −1.2% | −23.8% | −1.8% | +14.8% | +42.2% | −20.3% | +18.0% | −24.0% | −9.2% | +81.6% | −33.9% | −6.1% | −18.2% | +12.1pp |
| 2021 | +117.3% | +53.7% | +3.9% | −6.3% | −4.4% | +25.9% | −42.8% | −7.1% | −4.4% | −41.2% | −11.3% | −8.8% | −5.4% | +28.7% | −34.1pp |
| 2020 | +7.7% | +4.1% | −18.2% | +17.7% | +43.4% | +48.0% | +45.2% | −6.4% | −11.0% | +3.9% | +48.3% | +3.7% | +343.3% | +18.3% | +325.0pp |
| 2019 · part | — | — | — | −24.7% | −21.3% | −3.7% | +7.2% | −4.7% | +1.6% | −1.8% | −3.0% | −1.2% | −44.3% | +31.2% | −75.5pp |
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. FUTU 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.
