| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | GRND | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −16.4% | +0.5% | +6.2% | +10.6% | −6.5% | +15.0% | +18.0% | — | — | — | — | — | +25.2% | +9.3% | +15.8pp |
| 2025 | +0.0% | +2.9% | −2.5% | +22.7% | +11.2% | −7.0% | −23.0% | −10.5% | −4.0% | −7.7% | −7.4% | +5.5% | −24.1% | +17.7% | −41.8pp |
| 2024 | −1.1% | −4.6% | +22.3% | −3.4% | −3.0% | +28.8% | −5.0% | +3.4% | −0.8% | +12.2% | +12.8% | +18.2% | +103.2% | +24.9% | +78.3pp |
| 2023 | +18.7% | +16.8% | −3.6% | +1.8% | −4.3% | −8.7% | +6.7% | −12.9% | +11.9% | +3.5% | +12.9% | +30.7% | +88.8% | +26.2% | +62.6pp |
| 2022 · part | — | — | — | — | — | — | — | — | — | — | — | −34.1% | −34.1% | −18.2% | −16.0pp |
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. GRND 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 | 4 | 4 | 4 | 4 | 4 | 3 | 3 | 3 | 3 | 4 |
| Positive ⓘ | 25% | 75% | 50% | 75% | 25% | 50% | 50% | 33% | 33% | 67% | 67% | 75% |
| Median | −0.6% | +1.7% | +1.9% | +6.2% | −3.6% | +4.0% | +0.9% | −10.5% | −0.8% | +3.5% | +12.8% | +11.9% |
| Best | +18.7% | +16.8% | +22.3% | +22.7% | +11.2% | +28.8% | +18.0% | +3.4% | +11.9% | +12.2% | +12.9% | +30.7% |
| Worst | −16.4% | −4.6% | −3.6% | −3.4% | −6.5% | −8.7% | −23.0% | −12.9% | −4.0% | −7.7% | −7.4% | −34.1% |
| vs SPY ⓘ | −2.7pp | +2.8pp | +7.1pp | +0.4pp | −6.4pp | +1.9pp | −1.4pp | −11.3pp | −2.9pp | +5.6pp | +3.8pp | +13.0pp |
44 monthly observations across 2022–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
