| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | GGM | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +2.8% | +6.0% | −5.2% | +2.8% | −0.6% | +5.0% | +1.8% | — | — | — | — | — | +12.8% | +7.5% | +5.2pp |
| 2025 | +3.9% | −4.6% | −4.6% | −0.8% | +2.0% | +0.3% | +1.0% | +1.3% | +0.8% | +2.5% | −1.0% | +0.9% | +1.3% | +17.7% | −16.5pp |
| 2024 | −0.6% | +1.2% | +2.9% | −2.5% | +3.2% | −0.3% | +1.9% | +2.5% | +2.0% | −2.2% | +5.2% | −8.1% | +4.5% | +24.9% | −20.4pp |
| 2023 | — | — | — | — | — | — | — | — | +14.2% | −2.2% | +5.6% | +5.1% | +24.0% | +26.2% | −2.2pp |
| 2021 · part | +2.7% | −1.0% | +4.5% | +2.3% | — | — | — | — | — | — | — | — | +8.7% | +28.7% | −20.0pp |
| 2020 | +1.6% | −3.9% | −23.1% | +6.8% | +4.7% | +5.9% | +1.2% | +1.3% | −2.2% | +2.2% | +5.3% | +3.5% | −0.6% | +18.3% | −18.9pp |
| 2019 | +8.0% | +5.1% | −3.4% | +6.5% | −4.5% | +1.6% | −1.8% | −3.3% | +1.0% | +0.3% | +0.6% | −1.4% | +8.1% | +31.2% | −23.1pp |
| 2018 | +3.2% | −0.6% | −4.8% | +0.1% | +5.7% | −4.1% | +1.3% | +1.3% | −1.4% | −6.9% | −5.6% | −5.0% | −16.1% | −4.6% | −11.5pp |
| 2017 | +6.4% | −0.4% | −3.8% | +2.6% | −0.8% | +0.0% | +0.3% | −0.9% | +0.6% | −2.4% | −3.4% | +0.3% | −1.8% | +21.7% | −23.5pp |
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. GGM 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 ⓘ | 8 | 8 | 8 | 8 | 7 | 7 | 7 | 7 | 8 | 8 | 8 | 8 |
| Positive ⓘ | 88% | 38% | 25% | 75% | 57% | 71% | 86% | 71% | 63% | 38% | 50% | 63% |
| Median | +3.0% | −0.5% | −4.2% | +2.5% | +2.0% | +0.3% | +1.2% | +1.3% | +0.7% | −2.1% | −0.2% | +0.6% |
| Best | +8.0% | +6.0% | +4.5% | +6.8% | +5.7% | +5.9% | +1.9% | +3.4% | +14.2% | +2.5% | +5.6% | +6.1% |
| Worst | −0.6% | −4.6% | −23.1% | −2.5% | −4.5% | −4.1% | −1.8% | −3.3% | −2.2% | −6.9% | −5.6% | −8.1% |
| vs SPY ⓘ | +1.3pp | −0.7pp | −1.2pp | −0.2pp | −1.8pp | −3.8pp | −1.7pp | −1.2pp | −1.2pp | −0.1pp | −4.5pp | +0.1pp |
92 monthly observations across 2016–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
