| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | GIL | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +4.0% | +4.8% | −17.9% | +11.4% | −1.2% | −15.4% | +1.7% | — | — | — | — | — | −15.2% | +9.3% | −24.5pp |
| 2025 | +9.7% | +4.7% | −17.8% | +4.3% | +1.5% | +5.7% | +2.6% | +8.5% | +5.9% | +0.8% | −3.9% | +11.9% | +35.1% | +17.7% | +17.4pp |
| 2024 | −0.2% | +5.5% | +7.3% | −6.7% | +11.0% | −0.9% | +7.3% | +12.7% | +3.2% | +3.8% | +1.9% | −5.2% | +45.3% | +24.9% | +20.4pp |
| 2023 | +14.3% | +1.3% | +5.2% | −1.8% | −15.8% | +18.2% | −3.5% | −3.5% | −6.1% | +1.4% | +28.1% | −8.7% | +23.6% | +26.2% | −2.6pp |
| 2022 | −6.0% | −1.3% | −4.2% | −9.6% | −6.6% | −8.6% | +1.9% | +1.4% | −4.4% | +11.6% | −7.9% | −5.2% | −33.9% | −18.2% | −15.8pp |
| 2021 | −11.0% | +21.9% | +1.0% | +13.1% | +4.7% | +2.1% | −6.6% | +12.3% | −5.0% | +0.6% | +10.9% | +4.5% | +53.6% | +28.7% | +24.9pp |
| 2020 · part | — | — | — | — | — | — | +14.7% | +8.9% | +1.7% | +5.6% | +25.8% | +7.2% | +80.8% | +18.3% | +62.5pp |
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. GIL 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 ⓘ | 6 | 6 | 6 | 6 | 6 | 6 | 7 | 6 | 6 | 6 | 6 | 6 |
| Positive ⓘ | 50% | 83% | 50% | 50% | 50% | 50% | 71% | 83% | 50% | 100% | 67% | 50% |
| Median | +1.9% | +4.7% | −1.6% | +1.2% | +0.2% | +0.6% | +1.9% | +8.7% | −1.4% | +2.6% | +6.4% | −0.3% |
| Best | +14.3% | +21.9% | +7.3% | +13.1% | +11.0% | +18.2% | +14.7% | +12.7% | +5.9% | +11.6% | +28.1% | +11.9% |
| Worst | −11.0% | −1.3% | −17.9% | −9.6% | −15.8% | −15.4% | −6.6% | −3.5% | −6.1% | +0.6% | −7.9% | −8.7% |
| vs SPY ⓘ | +0.9pp | +4.8pp | −5.8pp | +0.0pp | −5.6pp | −0.2pp | +0.3pp | +6.0pp | +1.7pp | +3.5pp | +3.8pp | +0.2pp |
73 monthly observations across 2020–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
