| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | GMINF | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +4.9% | +29.9% | −15.7% | +1.2% | −11.0% | −5.7% | +3.5% | — | — | — | — | — | +0.9% | +7.5% | −6.6pp |
| 2025 | +31.8% | +7.8% | +22.7% | +6.1% | +6.4% | −13.4% | −8.3% | +27.4% | +33.2% | −1.2% | +18.6% | +30.0% | +304.3% | +17.7% | +286.6pp |
| 2024 | +38.3% | −9.2% | +5.7% | +7.7% | +0.7% | +10.4% | +312.4% | −9.5% | +8.6% | +23.7% | −10.3% | −2.1% | +599.7% | +24.9% | +574.8pp |
| 2023 | +18.8% | +3.5% | +14.7% | +2.7% | +4.8% | +0.7% | +13.9% | −0.5% | −8.7% | +8.3% | +13.2% | +3.9% | +101.3% | +26.2% | +75.1pp |
| 2022 · part | — | — | +1.1% | −7.5% | −8.3% | −1.8% | +5.1% | +1.1% | −24.1% | +6.3% | +1.2% | +7.4% | −21.5% | −18.2% | −3.4pp |
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. GMINF 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 | 5 | 5 | 5 | 5 | 5 | 4 | 4 | 4 | 4 | 4 |
| Positive ⓘ | 100% | 75% | 80% | 80% | 60% | 40% | 80% | 50% | 50% | 75% | 75% | 75% |
| Median | +25.3% | +5.7% | +5.7% | +2.7% | +0.7% | −1.8% | +5.1% | +0.3% | −0.1% | +7.3% | +7.2% | +5.6% |
| Best | +38.3% | +29.9% | +22.7% | +7.7% | +6.4% | +10.4% | +312.4% | +27.4% | +33.2% | +23.7% | +18.6% | +30.0% |
| Worst | +4.9% | −9.2% | −15.7% | −7.5% | −11.0% | −13.4% | −8.3% | −9.5% | −24.1% | −1.2% | −10.3% | −2.1% |
| vs SPY ⓘ | +20.8pp | +7.6pp | +2.4pp | +1.2pp | −4.4pp | −4.7pp | +5.8pp | +3.1pp | +1.3pp | +4.3pp | −0.2pp | +6.7pp |
53 monthly observations across 2022–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
