| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | IBTA | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −9.1% | +20.9% | +20.0% | +17.5% | −2.7% | −0.3% | −22.7% | — | — | — | — | — | +16.1% | +9.3% | +6.8pp |
| 2025 | +11.4% | −53.9% | +26.4% | +15.6% | +2.4% | −26.8% | −0.7% | −25.9% | +3.4% | +15.8% | −26.0% | −4.7% | −65.1% | +17.7% | −82.8pp |
| 2024 | — | — | — | +303.4% | −5.0% | −22.6% | −10.5% | −14.9% | +7.7% | +19.0% | −0.2% | −11.0% | +156.7% | +24.9% | +131.8pp |
| 2021 | +0.0% | +0.0% | +0.0% | −0.0% | −0.0% | +0.0% | +0.0% | −0.0% | −0.0% | −0.1% | +0.0% | +0.0% | +0.0% | +28.7% | −28.7pp |
| 2020 · part | — | — | +1.1% | +0.0% | −0.0% | +0.0% | +0.0% | +0.0% | −0.0% | +0.0% | +0.0% | +0.0% | +1.2% | +18.3% | −17.1pp |
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. IBTA 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 | 4 | 5 | 5 | 5 | 5 | 4 | 4 | 4 | 4 | 4 |
| Positive ⓘ | 33% | 67% | 100% | 80% | 20% | 20% | 40% | 25% | 50% | 75% | 50% | 25% |
| Median | +0.0% | +0.0% | +10.6% | +15.6% | −0.0% | −0.3% | −0.7% | −7.5% | +1.7% | +7.9% | −0.1% | −2.4% |
| Best | +11.4% | +20.9% | +26.4% | +303.4% | +2.4% | +0.0% | +0.0% | +0.0% | +7.7% | +19.0% | +0.0% | +0.0% |
| Worst | −9.1% | −53.9% | +0.0% | −0.0% | −5.0% | −26.8% | −22.7% | −25.9% | −0.0% | −0.1% | −26.0% | −11.0% |
| vs SPY ⓘ | +1.0pp | −2.7pp | +19.3pp | +6.9pp | −4.8pp | −2.2pp | −5.8pp | −12.1pp | +4.2pp | +8.0pp | −8.5pp | −4.7pp |
50 monthly observations across 2020–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
