| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | IMCR | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −6.2% | −0.8% | −6.7% | −7.4% | +3.5% | +9.9% | +6.7% | — | — | — | — | — | −2.4% | +9.3% | −11.8pp |
| 2025 | +11.5% | −10.7% | +1.0% | +1.4% | +21.6% | −14.3% | +4.4% | −1.7% | +12.8% | −8.9% | +19.4% | −12.1% | +17.7% | +17.7% | −0.1pp |
| 2024 | +5.8% | −7.0% | −3.3% | −9.1% | −17.1% | −30.8% | +17.1% | −9.6% | −13.2% | −1.0% | +6.2% | −9.9% | −56.8% | +24.9% | −81.7pp |
| 2023 | +7.4% | −10.5% | −9.9% | +17.4% | −4.9% | +8.7% | +10.0% | −14.7% | −7.8% | −14.5% | +18.8% | +29.6% | +19.7% | +26.2% | −6.5pp |
| 2022 | −34.1% | −2.1% | +35.3% | +9.1% | −13.1% | +31.6% | +23.7% | +14.5% | −11.1% | +21.7% | +9.9% | −9.1% | +66.7% | −18.2% | +84.9pp |
| 2021 · part | — | — | −12.0% | −5.2% | +1.6% | −4.8% | −16.2% | +5.6% | +7.3% | +3.9% | −6.6% | −4.9% | −29.2% | +28.7% | −57.9pp |
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. IMCR 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 ⓘ | 5 | 5 | 6 | 6 | 6 | 6 | 6 | 5 | 5 | 5 | 5 | 5 |
| Positive ⓘ | 60% | 0% | 33% | 50% | 50% | 50% | 83% | 40% | 40% | 40% | 80% | 20% |
| Median | +5.8% | −7.0% | −5.0% | −1.9% | −1.7% | +2.0% | +8.4% | −1.7% | −7.8% | −1.0% | +9.9% | −9.1% |
| Best | +11.5% | −0.8% | +35.3% | +17.4% | +21.6% | +31.6% | +23.7% | +14.5% | +12.8% | +21.7% | +19.4% | +29.6% |
| Worst | −34.1% | −10.7% | −12.0% | −9.1% | −17.1% | −30.8% | −16.2% | −14.7% | −13.2% | −14.5% | −6.6% | −12.1% |
| vs SPY ⓘ | +1.1pp | −8.0pp | −4.1pp | −1.4pp | −3.6pp | −2.4pp | +7.1pp | −3.7pp | −1.9pp | −3.1pp | +4.4pp | −7.5pp |
65 monthly observations across 2021–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
