| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | INQQ | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −8.1% | −3.5% | −10.9% | +9.9% | −3.6% | +4.4% | +3.1% | — | — | — | — | — | −9.9% | +9.3% | −19.2pp |
| 2025 | −9.5% | −6.4% | +4.7% | +6.3% | +5.0% | +3.6% | −5.1% | +0.8% | −1.7% | +1.7% | −1.6% | −3.5% | −7.1% | +17.7% | −24.8pp |
| 2024 | +2.4% | +0.6% | +1.3% | +2.2% | −3.0% | +7.2% | +1.8% | +3.8% | +1.8% | −4.0% | +5.6% | −1.5% | +19.1% | +24.9% | −5.8pp |
| 2023 | −1.5% | −2.2% | −3.0% | +5.8% | +7.0% | +10.8% | +2.6% | +0.2% | −0.3% | −3.4% | +7.4% | +5.5% | +31.4% | +26.2% | +5.3pp |
| 2022 · part | — | — | — | — | −8.7% | −12.9% | +5.5% | +0.2% | −8.5% | −1.5% | +2.3% | −9.0% | −29.4% | −18.2% | −11.2pp |
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. INQQ 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 ⓘ | 4 | 4 | 4 | 4 | 5 | 5 | 5 | 4 | 4 | 4 | 4 | 4 |
| Positive ⓘ | 25% | 25% | 50% | 100% | 40% | 80% | 80% | 100% | 25% | 25% | 75% | 25% |
| Median | −4.8% | −2.8% | −0.9% | +6.0% | −3.0% | +4.4% | +2.6% | +0.5% | −1.0% | −2.5% | +3.9% | −2.5% |
| Best | +2.4% | +0.6% | +4.7% | +9.9% | +7.0% | +10.8% | +5.5% | +3.8% | +1.8% | +1.7% | +7.4% | +5.5% |
| Worst | −9.5% | −6.4% | −10.9% | +2.2% | −8.7% | −12.9% | −5.1% | +0.2% | −8.5% | −4.0% | −1.6% | −9.0% |
| vs SPY ⓘ | −8.7pp | −3.6pp | −4.0pp | +5.2pp | −8.1pp | +3.6pp | −0.7pp | +1.7pp | +0.2pp | −2.2pp | −1.8pp | −1.1pp |
51 monthly observations across 2022–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
