| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | INSG | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +6.0% | +13.4% | −10.0% | +63.9% | −28.0% | −21.3% | −38.4% | — | — | — | — | — | −38.1% | +7.5% | −45.6pp |
| 2025 | +18.0% | −13.1% | −22.3% | −0.4% | −8.1% | +10.2% | −19.7% | +86.3% | +21.4% | +11.2% | −34.3% | −6.0% | +0.1% | +17.7% | −17.6pp |
| 2024 | +0.4% | +38.8% | −7.9% | +43.9% | +139.7% | +10.4% | −10.6% | +53.1% | +11.9% | +3.1% | −29.1% | −14.1% | +370.5% | +24.9% | +345.6pp |
| 2023 | +37.7% | −22.8% | −35.2% | +3.4% | +78.3% | −40.2% | +19.7% | −17.0% | −33.9% | +7.8% | −51.2% | −0.5% | −73.9% | +26.2% | −100.1pp |
| 2022 | −21.8% | +3.3% | −14.0% | −29.6% | −27.7% | −8.3% | +18.0% | +21.1% | −23.3% | +9.2% | −43.8% | −33.7% | −85.5% | −18.2% | −67.4pp |
| 2021 | +18.7% | −20.5% | −31.5% | −11.2% | −3.2% | +17.3% | −13.9% | −3.3% | −20.7% | −6.9% | +4.2% | −9.8% | −62.3% | +28.7% | −91.0pp |
| 2020 | −8.5% | +3.4% | −10.2% | +91.8% | −11.1% | +9.2% | +16.2% | −14.8% | −10.1% | −15.7% | +14.1% | +55.8% | +111.1% | +18.3% | +92.7pp |
| 2019 | +26.0% | +2.1% | −11.6% | −3.2% | +5.9% | −1.0% | +8.6% | −14.6% | +8.1% | +19.4% | +10.8% | +15.4% | +76.6% | +31.2% | +45.4pp |
| 2018 | +32.9% | −12.6% | −4.8% | +20.2% | −14.5% | +9.8% | −6.5% | +66.5% | +23.0% | −8.3% | +5.4% | +11.6% | +157.8% | −4.6% | +162.3pp |
| 2017 | +26.6% | −6.8% | −27.4% | +2.4% | −52.3% | +22.5% | −5.6% | +19.5% | +7.1% | −0.7% | +22.7% | −12.5% | −34.0% | +21.7% | −55.7pp |
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. INSG 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.
