| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | INDV | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −1.4% | −7.5% | −6.8% | +20.7% | −2.1% | +13.9% | −2.0% | — | — | — | — | — | +12.1% | +9.3% | +2.8pp |
| 2025 | −4.3% | −22.4% | +3.1% | +20.8% | +11.7% | +14.6% | +37.0% | +20.2% | −0.7% | +21.8% | +14.4% | +6.8% | +188.7% | +17.7% | +170.9pp |
| 2024 | +15.5% | +21.5% | −0.0% | −18.0% | +4.3% | −12.0% | −14.7% | −9.1% | −22.0% | −7.6% | +24.4% | +10.9% | −18.6% | +24.9% | −43.5pp |
| 2023 · part | — | — | — | — | — | — | −6.6% | +0.0% | +3.7% | −20.3% | −7.9% | −9.8% | −35.8% | +26.2% | −62.0pp |
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. INDV 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 | 3 | 3 | 3 | 3 | 4 | 3 | 3 | 3 | 3 | 3 |
| Positive ⓘ | 33% | 33% | 33% | 67% | 67% | 67% | 25% | 67% | 33% | 33% | 67% | 67% |
| Median | −1.4% | −7.5% | −0.0% | +20.7% | +4.3% | +13.9% | −4.3% | +0.0% | −0.7% | −7.6% | +14.4% | +6.8% |
| Best | +15.5% | +21.5% | +3.1% | +20.8% | +11.7% | +14.6% | +37.0% | +20.2% | +3.7% | +21.8% | +24.4% | +10.9% |
| Worst | −4.3% | −22.4% | −6.8% | −18.0% | −2.1% | −12.0% | −14.7% | −9.1% | −22.0% | −20.3% | −7.9% | −9.8% |
| vs SPY ⓘ | −2.9pp | −6.7pp | −1.9pp | +10.2pp | −0.7pp | +9.5pp | −5.6pp | +1.7pp | −4.3pp | −6.7pp | +14.2pp | +6.7pp |
37 monthly observations across 2023–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
