| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | INR | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +7.8% | +4.5% | +6.1% | −7.5% | −16.8% | −6.3% | −1.3% | — | — | — | — | — | −14.9% | +9.3% | −24.3pp |
| 2025 | −50.1% | −14.7% | +4.3% | −18.1% | +8.7% | +9.8% | −18.6% | −0.1% | −12.0% | −12.4% | +15.3% | +11.3% | −65.1% | +17.7% | −82.8pp |
| 2019 · part | −0.7% | −3.7% | +6.9% | +0.6% | −4.8% | +5.6% | — | — | — | — | — | — | +3.3% | +31.2% | −27.9pp |
| 2018 | +0.6% | −4.6% | +1.4% | −3.3% | −1.5% | −0.4% | +1.3% | −2.2% | −6.9% | +3.3% | +2.1% | +4.0% | −6.4% | −4.6% | −1.9pp |
| 2017 | +1.2% | +2.4% | +3.0% | +1.8% | +0.1% | −0.8% | +1.4% | +1.2% | −1.4% | +2.0% | −1.3% | +4.5% | +15.1% | +21.7% | −6.6pp |
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. INR 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 ⓘ | 10 | 10 | 10 | 10 | 10 | 10 | 9 | 9 | 9 | 9 | 9 | 9 |
| Positive ⓘ | 70% | 60% | 80% | 30% | 40% | 20% | 67% | 33% | 44% | 56% | 33% | 56% |
| Median | +2.0% | +0.7% | +3.6% | −2.4% | −1.0% | −0.9% | +1.0% | −0.9% | −0.2% | +0.7% | −1.3% | +0.4% |
| Best | +7.8% | +4.5% | +6.9% | +1.8% | +9.3% | +9.8% | +4.1% | +1.2% | +5.3% | +3.3% | +15.3% | +11.3% |
| Worst | −50.1% | −14.7% | −2.2% | −18.1% | −16.8% | −6.3% | −18.6% | −3.3% | −12.0% | −12.4% | −6.9% | −2.3% |
| vs SPY ⓘ | +1.2pp | −2.3pp | +3.5pp | −3.4pp | −0.9pp | −1.4pp | −1.8pp | −0.1pp | +0.1pp | −2.0pp | −4.4pp | +1.3pp |
114 monthly observations across 2011–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
