| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | GFR | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +14.5% | +9.0% | +6.4% | +6.5% | −16.3% | +0.4% | +12.0% | — | — | — | — | — | +33.0% | +9.3% | +23.6pp |
| 2025 | −9.6% | −6.7% | −1.3% | −20.6% | −10.1% | +6.4% | +3.4% | +11.9% | −10.5% | +9.5% | −9.7% | +4.2% | −32.6% | +17.7% | −50.3pp |
| 2024 | +15.2% | −10.0% | +18.6% | −3.1% | +3.8% | +12.3% | +3.6% | +5.7% | +0.8% | −4.7% | +2.8% | −3.3% | +45.3% | +24.9% | +20.4pp |
| 2023 · part | — | — | — | — | — | — | — | — | — | +22.4% | −2.0% | −18.2% | −1.8% | +26.2% | −28.0pp |
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. GFR 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 ⓘ | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 2 | 2 | 3 | 3 | 3 |
| Positive ⓘ | 67% | 33% | 67% | 33% | 33% | 100% | 100% | 100% | 50% | 67% | 33% | 33% |
| Median | +14.5% | −6.7% | +6.4% | −3.1% | −10.1% | +6.4% | +3.6% | +8.8% | −4.8% | +9.5% | −2.0% | −3.3% |
| Best | +15.2% | +9.0% | +18.6% | +6.5% | +3.8% | +12.3% | +12.0% | +11.9% | +0.8% | +22.4% | +2.8% | +4.2% |
| Worst | −9.6% | −10.0% | −1.3% | −20.6% | −16.3% | +0.4% | +3.4% | +5.7% | −10.5% | −4.7% | −9.7% | −18.2% |
| vs SPY ⓘ | +13.0pp | −5.5pp | +11.3pp | −4.0pp | −16.4pp | +1.4pp | +2.3pp | +6.6pp | −7.7pp | +7.1pp | −9.9pp | −0.9pp |
34 monthly observations across 2023–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
