| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | GRI | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −52.5% | −21.8% | −10.2% | −4.8% | −5.5% | −14.1% | −16.9% | — | — | — | — | — | −78.6% | +7.5% | −86.1pp |
| 2025 | −23.7% | −26.1% | −59.6% | −43.1% | −25.8% | −4.4% | −0.8% | +8.6% | +48.2% | −17.5% | +17.6% | −87.7% | −98.2% | +17.7% | −116.0pp |
| 2024 | −39.8% | −50.6% | −5.1% | −43.6% | −29.5% | −51.0% | −60.1% | −33.7% | −28.9% | +143.2% | −22.1% | +21.1% | −97.6% | +24.9% | −122.5pp |
| 2023 · part | — | — | — | — | −14.0% | −28.9% | −15.6% | −64.6% | +22.0% | −21.3% | −49.9% | −37.0% | −94.5% | +26.2% | −120.6pp |
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. GRI 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 | 4 | 4 | 4 | 3 | 3 | 3 | 3 | 3 |
| Positive ⓘ | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 33% | 67% | 33% | 33% | 33% |
| Median | −39.8% | −26.1% | −10.2% | −43.1% | −19.9% | −21.5% | −16.3% | −33.7% | +22.0% | −17.5% | −22.1% | −37.0% |
| Best | −23.7% | −21.8% | −5.1% | −4.8% | −5.5% | −4.4% | −0.8% | +8.6% | +48.2% | +143.2% | +17.6% | +21.1% |
| Worst | −52.5% | −50.6% | −59.6% | −43.6% | −29.5% | −51.0% | −60.1% | −64.6% | −28.9% | −21.3% | −49.9% | −87.7% |
| vs SPY ⓘ | −41.4pp | −24.8pp | −8.3pp | −39.6pp | −23.3pp | −24.2pp | −16.7pp | −36.0pp | +26.8pp | −19.1pp | −28.1pp | −41.6pp |
39 monthly observations across 2023–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
