| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | GPOR | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −1.8% | +2.2% | +1.4% | −9.0% | −12.4% | +0.7% | −7.5% | — | — | — | — | — | −24.6% | +9.3% | −33.9pp |
| 2025 | −3.1% | −4.9% | +8.4% | −6.3% | +11.0% | +5.0% | −13.4% | −0.1% | +4.0% | +2.8% | +19.6% | −6.5% | +12.9% | +17.7% | −4.8pp |
| 2024 | −4.7% | +11.9% | +12.8% | −0.9% | +2.0% | −6.7% | −2.5% | −1.5% | +4.3% | −8.5% | +27.0% | +4.8% | +38.3% | +24.9% | +13.4pp |
| 2023 | −7.5% | −3.0% | +21.0% | +13.1% | +7.3% | +8.3% | −2.5% | +15.2% | +0.6% | +4.2% | +10.9% | −2.8% | +80.9% | +26.2% | +54.7pp |
| 2022 | −9.1% | +5.4% | +30.2% | +4.6% | +2.9% | −17.8% | +15.8% | +6.2% | −9.7% | +1.4% | −9.4% | −9.2% | +2.2% | −18.2% | +20.4pp |
| 2021 | +108.7% | +5.5% | +743663.7% | +1.9% | −91.0% | +3.5% | +5.6% | −2.1% | +23.0% | −0.2% | −11.0% | −1.3% | +173466.3% | +28.7% | +173437.5pp |
| 2020 | −49.0% | −47.1% | −45.7% | +474.5% | −40.9% | −27.8% | −7.3% | −30.1% | −25.3% | −51.4% | −46.0% | −70.0% | −98.6% | +18.3% | −117.0pp |
| 2019 | +28.1% | −8.7% | +4.7% | −18.3% | −16.5% | −10.2% | −23.0% | −36.5% | +12.9% | +2.8% | −14.9% | +28.3% | −53.6% | +31.2% | −84.8pp |
| 2018 | −20.3% | −4.6% | −0.5% | −3.6% | +19.5% | +13.1% | −8.4% | +2.2% | −11.5% | −12.5% | −6.5% | −23.1% | −48.7% | −4.6% | −44.1pp |
| 2017 | −3.4% | −17.0% | −0.9% | −7.6% | −9.6% | +2.8% | −14.4% | −0.7% | +14.4% | −4.5% | −6.6% | −0.3% | −41.0% | +21.7% | −62.7pp |
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. GPOR 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 ⓘ | 15 | 15 | 15 | 15 | 15 | 15 | 15 | 15 | 15 | 15 | 15 | 15 |
| Positive ⓘ | 33% | 47% | 73% | 53% | 33% | 60% | 20% | 47% | 53% | 47% | 40% | 27% |
| Median | −3.4% | −0.8% | +7.6% | +1.9% | −9.6% | +1.7% | −7.3% | −0.1% | +0.6% | −0.2% | −4.9% | −3.3% |
| Best | +108.7% | +19.0% | +743663.7% | +474.5% | +19.5% | +13.1% | +15.8% | +27.7% | +23.0% | +28.8% | +27.0% | +28.3% |
| Worst | −49.0% | −47.1% | −45.7% | −18.3% | −91.0% | −27.8% | −23.0% | −36.5% | −25.3% | −51.4% | −46.0% | −70.0% |
| vs SPY ⓘ | −3.9pp | −1.0pp | +6.8pp | +2.8pp | −11.0pp | +0.1pp | −10.6pp | −1.0pp | +0.4pp | −6.7pp | −7.6pp | −5.9pp |
180 monthly observations across 2011–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
