| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | INDI | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +16.1% | −10.7% | −12.0% | +40.1% | +10.6% | −10.0% | −33.0% | — | — | — | — | — | −14.7% | +7.5% | −22.3pp |
| 2025 | +1.2% | −26.6% | −32.4% | −2.2% | +33.2% | +34.3% | +9.8% | +15.9% | −10.2% | +32.2% | −33.8% | −0.8% | −12.8% | +17.7% | −30.6pp |
| 2024 | −25.2% | +2.0% | +14.4% | −20.6% | +18.7% | −7.5% | −3.1% | −30.6% | −3.9% | −17.0% | +58.0% | −22.6% | −50.1% | +24.9% | −74.9pp |
| 2023 | +36.7% | +31.2% | +0.9% | −28.2% | +25.5% | −1.1% | +0.9% | −29.3% | −6.0% | −22.4% | +52.6% | +8.7% | +39.1% | +26.2% | +12.9pp |
| 2022 | −34.0% | −0.8% | −0.5% | −11.7% | +11.4% | −25.9% | +26.3% | +18.2% | −14.0% | +6.8% | +5.0% | −29.0% | −51.4% | −18.2% | −33.2pp |
| 2021 · part | — | — | — | — | — | — | −12.1% | +16.4% | +21.9% | +6.9% | +4.3% | −12.7% | +21.4% | +28.7% | −7.4pp |
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. INDI 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 | 5 | 5 | 5 | 5 | 6 | 5 | 5 | 5 | 5 | 5 |
| Positive ⓘ | 60% | 40% | 40% | 20% | 100% | 20% | 50% | 60% | 20% | 60% | 80% | 20% |
| Median | +1.2% | −0.8% | −0.5% | −11.7% | +18.7% | −7.5% | −1.1% | +15.9% | −6.0% | +6.8% | +5.0% | −12.7% |
| Best | +36.7% | +31.2% | +14.4% | +40.1% | +33.2% | +34.3% | +26.3% | +18.2% | +21.9% | +32.2% | +58.0% | +8.7% |
| Worst | −34.0% | −26.6% | −32.4% | −28.2% | +10.6% | −25.9% | −33.0% | −30.6% | −14.0% | −22.4% | −33.8% | −29.0% |
| vs SPY ⓘ | −1.5pp | −3.2pp | −4.3pp | −2.9pp | +13.6pp | −9.0pp | −3.4pp | +13.4pp | −4.7pp | −1.3pp | +5.1pp | −17.3pp |
61 monthly observations across 2021–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
