| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | GXAI | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +40.2% | −24.0% | +6.1% | +5.0% | −7.1% | −0.8% | −30.0% | — | — | — | — | — | −23.5% | +7.5% | −31.0pp |
| 2025 | −40.9% | −23.7% | +4.3% | −6.6% | +26.5% | −1.4% | −17.0% | +47.0% | −7.6% | +0.0% | −17.6% | −18.3% | −58.4% | +17.7% | −76.1pp |
| 2024 · part | — | +146.8% | −4.0% | −17.3% | −26.2% | −25.9% | −22.3% | +22.7% | −40.0% | −12.6% | −7.9% | +100.8% | −0.8% | +24.9% | −25.7pp |
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. GXAI 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 ⓘ | 2 | 3 | 3 | 3 | 3 | 3 | 3 | 2 | 2 | 2 | 2 | 2 |
| Positive ⓘ | 50% | 33% | 67% | 33% | 33% | 0% | 0% | 100% | 0% | 0% | 0% | 50% |
| Median | −0.3% | −23.7% | +4.3% | −6.6% | −7.1% | −1.4% | −22.3% | +34.8% | −23.8% | −6.3% | −12.8% | +41.2% |
| Best | +40.2% | +146.8% | +6.1% | +5.0% | +26.5% | −0.8% | −17.0% | +47.0% | −7.6% | +0.0% | −7.9% | +100.8% |
| Worst | −40.9% | −24.0% | −4.0% | −17.3% | −26.2% | −25.9% | −30.0% | +22.7% | −40.0% | −12.6% | −17.6% | −18.3% |
| vs SPY ⓘ | −2.4pp | −22.4pp | +9.9pp | −5.7pp | −12.3pp | −6.5pp | −23.5pp | +32.7pp | −26.6pp | −7.0pp | −15.8pp | +42.4pp |
30 monthly observations across 2024–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
