| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | GETR | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +0.0% | +0.0% | +900.0% | −90.0% | +0.0% | +0.0% | +0.0% | — | — | — | — | — | +0.0% | +9.3% | −9.3pp |
| 2025 | +54.1% | −70.0% | +143.1% | −32.8% | −10.0% | −32.6% | −61.5% | +2.1% | +0.0% | −93.8% | −33.3% | −50.0% | −99.6% | +17.7% | −117.3pp |
| 2024 | +6.8% | −3.4% | +26.7% | −34.0% | −14.2% | −19.5% | −42.1% | −24.2% | +2.6% | +9.5% | −26.1% | −47.8% | −88.7% | +24.9% | −113.6pp |
| 2023 | −1.9% | −26.1% | −39.7% | +61.4% | +17.2% | −35.1% | +70.6% | −33.0% | −12.8% | −37.0% | −26.8% | +46.0% | −64.0% | +26.2% | −90.2pp |
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. GETR 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 | 3 | 3 | 3 |
| Positive ⓘ | 50% | 0% | 75% | 25% | 25% | 0% | 25% | 33% | 33% | 33% | 0% | 33% |
| Median | +3.4% | −14.7% | +84.9% | −33.4% | −5.0% | −26.1% | −21.1% | −24.2% | +0.0% | −37.0% | −26.8% | −47.8% |
| Best | +54.1% | +0.0% | +900.0% | +61.4% | +17.2% | +0.0% | +70.6% | +2.1% | +2.6% | +9.5% | −26.1% | +46.0% |
| Worst | −1.9% | −70.0% | −39.7% | −90.0% | −14.2% | −35.1% | −61.5% | −33.0% | −12.8% | −93.8% | −33.3% | −50.0% |
| vs SPY ⓘ | +1.9pp | −16.1pp | +86.0pp | −30.9pp | −10.7pp | −30.4pp | −21.3pp | −26.5pp | −3.6pp | −34.8pp | −33.5pp | −45.4pp |
43 monthly observations across 2023–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
