| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | GOAI | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −47.7% | +31.1% | −27.0% | −0.8% | −12.6% | −19.1% | −26.6% | — | — | — | — | — | −74.3% | +7.5% | −81.8pp |
| 2025 | +100.9% | +134.7% | −19.8% | −19.2% | −22.8% | −20.0% | +111.8% | −0.8% | −2.4% | −2.4% | +2.5% | +82.9% | +607.5% | +17.7% | +589.8pp |
| 2024 | −24.0% | +97.4% | +33.3% | +0.0% | +0.0% | +0.3% | −8.6% | −30.9% | −31.6% | +96.2% | −21.6% | −47.0% | −29.3% | +24.9% | −54.2pp |
| 2023 | +0.0% | +49.3% | +3.3% | +0.0% | +0.0% | −62.6% | +151.7% | +6.2% | −61.6% | +0.8% | −15.8% | +48.5% | −25.4% | +26.2% | −51.5pp |
| 2022 | — | — | — | — | — | — | +1.7% | −27.0% | −11.9% | +29.5% | +0.0% | −19.6% | −31.9% | −18.2% | −13.7pp |
| 2021 · part | — | — | — | — | — | — | — | — | — | — | −7.0% | −26.2% | −31.4% | +28.7% | −60.1pp |
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. GOAI is on the price only (split-adjusted close; dividends NOT included) basis, SPY on the total return (splits + dividends) basis. THE TWO DIFFER: one series includes dividends and the other does not, so the Δ column flatters whichever one is on the total-return basis. Read it with that in mind — the bases are printed rather than silently reconciled.
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.
