| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | GOOY | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +6.7% | −5.7% | −5.7% | +27.0% | −0.8% | −6.7% | −8.2% | — | — | — | — | — | +2.5% | +7.5% | −5.0pp |
| 2025 | +6.5% | −13.5% | −6.7% | +6.2% | +4.3% | +1.9% | +8.8% | +8.9% | +9.5% | +12.2% | +10.8% | −1.7% | +54.0% | +17.7% | +36.2pp |
| 2024 | −3.1% | −3.0% | +5.5% | +5.2% | +5.8% | +5.3% | −7.1% | −2.2% | +0.6% | +0.9% | −3.0% | +8.2% | +12.6% | +24.9% | −12.3pp |
| 2023 · part | — | — | — | — | — | — | — | +1.2% | −3.3% | −3.8% | +0.7% | +1.5% | −3.8% | +26.2% | −30.0pp |
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. GOOY 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 | 3 | 3 | 3 | 3 | 3 |
| Positive ⓘ | 67% | 0% | 33% | 100% | 67% | 67% | 33% | 67% | 67% | 67% | 67% | 67% |
| Median | +6.5% | −5.7% | −5.7% | +6.2% | +4.3% | +1.9% | −7.1% | +1.2% | +0.6% | +0.9% | +0.7% | +1.5% |
| Best | +6.7% | −3.0% | +5.5% | +27.0% | +5.8% | +5.3% | +8.8% | +8.9% | +9.5% | +12.2% | +10.8% | +8.2% |
| Worst | −3.1% | −13.5% | −6.7% | +5.2% | −0.8% | −6.7% | −8.2% | −2.2% | −3.3% | −3.8% | −3.0% | −1.7% |
| vs SPY ⓘ | +3.9pp | −8.2pp | −0.8pp | +9.2pp | −2.0pp | −3.2pp | −5.9pp | +2.8pp | +1.4pp | +1.8pp | −8.4pp | −1.7pp |
36 monthly observations across 2023–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
