| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | IHRT | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −22.1% | +0.9% | −10.7% | +104.5% | −27.8% | −0.5% | −18.4% | — | — | — | — | — | −15.9% | +9.3% | −25.2pp |
| 2025 | +12.1% | −20.3% | −6.8% | −37.6% | +27.2% | +34.4% | +6.3% | +13.9% | +34.7% | +3.5% | +32.3% | +5.9% | +110.1% | +17.7% | +92.4pp |
| 2024 | +1.5% | +2.2% | −24.5% | +0.5% | −55.9% | +17.8% | +63.3% | −12.4% | +18.6% | +7.0% | +15.7% | −13.5% | −25.8% | +24.9% | −50.7pp |
| 2023 | +26.4% | −6.3% | −46.3% | −11.0% | −31.7% | +53.6% | +29.9% | −23.7% | −12.5% | −25.6% | +11.5% | +1.9% | −56.4% | +26.2% | −82.6pp |
| 2022 | −4.2% | +6.5% | −11.7% | −15.5% | −26.2% | −33.1% | −5.2% | +18.3% | −17.2% | +13.0% | −2.9% | −23.8% | −70.9% | −18.2% | −52.7pp |
| 2021 | +12.0% | −3.2% | +29.0% | +5.5% | +21.3% | +16.0% | −4.0% | −3.8% | +0.6% | −22.5% | +1.2% | +7.3% | +62.1% | +28.7% | +33.4pp |
| 2020 | +4.6% | −14.5% | −51.6% | −4.0% | +23.9% | −4.0% | +0.1% | +10.3% | −11.9% | +1.2% | +45.4% | +8.6% | −23.2% | +18.3% | −41.5pp |
| 2019 · part | — | — | — | — | — | −8.8% | −0.6% | −7.8% | +8.7% | −4.4% | +7.3% | +9.8% | +2.4% | +31.2% | −28.8pp |
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. IHRT 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 ⓘ | 7 | 7 | 7 | 7 | 7 | 8 | 8 | 7 | 7 | 7 | 7 | 7 |
| Positive ⓘ | 71% | 43% | 14% | 43% | 43% | 50% | 50% | 43% | 57% | 57% | 86% | 71% |
| Median | +4.6% | −3.2% | −11.7% | −4.0% | −26.2% | +7.8% | −0.2% | −3.8% | +0.6% | +1.2% | +11.5% | +5.9% |
| Best | +26.4% | +6.5% | +29.0% | +104.5% | +27.2% | +53.6% | +63.3% | +18.3% | +34.7% | +13.0% | +45.4% | +9.8% |
| Worst | −22.1% | −20.3% | −51.6% | −37.6% | −55.9% | −33.1% | −18.4% | −23.7% | −17.2% | −25.6% | −2.9% | −23.8% |
| vs SPY ⓘ | +4.7pp | −3.8pp | −15.5pp | −6.8pp | −26.4pp | +7.2pp | −3.9pp | −6.1pp | +5.2pp | +1.1pp | +3.7pp | +2.7pp |
86 monthly observations across 2019–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
