| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | INSP | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −17.8% | −14.9% | −20.0% | +8.8% | −26.3% | +7.9% | +14.5% | — | — | — | — | — | −44.6% | +7.5% | −52.2pp |
| 2025 | +4.4% | −4.1% | −14.2% | −0.6% | −12.7% | −6.1% | −4.0% | −24.8% | −20.8% | −2.9% | +72.6% | −25.9% | −50.2% | +17.7% | −68.0pp |
| 2024 | +3.7% | −15.1% | +20.0% | +12.5% | −34.3% | −15.7% | +5.4% | +27.5% | +17.4% | −7.6% | −1.2% | −3.8% | −8.9% | +24.9% | −33.8pp |
| 2023 | +0.5% | +2.7% | −9.9% | +14.3% | +9.3% | +11.0% | −11.3% | −21.2% | −12.5% | −25.8% | −1.3% | +40.0% | −19.2% | +26.2% | −45.4pp |
| 2022 | −3.8% | +10.3% | +5.2% | −19.8% | −14.1% | +3.3% | +14.4% | −8.4% | −7.4% | +9.9% | +23.9% | +4.3% | +9.5% | −18.2% | +27.7pp |
| 2021 | +7.1% | +15.5% | −11.1% | +14.4% | −18.0% | −0.5% | −5.2% | +22.1% | +4.2% | +15.8% | −17.2% | +3.0% | +22.3% | +28.7% | −6.4pp |
| 2020 | +0.8% | +14.8% | −29.8% | +18.9% | +13.8% | +6.7% | +14.2% | +20.2% | +8.0% | −7.5% | +55.5% | +1.3% | +153.5% | +18.3% | +135.1pp |
| 2019 | +26.9% | +15.6% | −8.4% | −9.0% | +9.2% | +7.4% | +11.5% | +2.8% | −12.2% | −0.1% | +16.4% | +4.6% | +75.6% | +31.2% | +44.4pp |
| 2018 · part | — | — | — | — | — | +18.9% | +25.6% | +22.7% | −23.5% | −4.8% | +14.6% | −8.0% | +40.8% | −4.6% | +45.4pp |
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. INSP 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 ⓘ | 8 | 8 | 8 | 8 | 8 | 9 | 9 | 8 | 8 | 8 | 8 | 8 |
| Positive ⓘ | 75% | 63% | 25% | 63% | 38% | 67% | 67% | 63% | 38% | 25% | 63% | 63% |
| Median | +2.2% | +6.5% | −10.5% | +10.7% | −13.4% | +6.7% | +11.5% | +11.5% | −9.8% | −3.8% | +15.5% | +2.2% |
| Best | +26.9% | +15.6% | +20.0% | +18.9% | +13.8% | +18.9% | +25.6% | +27.5% | +17.4% | +15.8% | +72.6% | +40.0% |
| Worst | −17.8% | −15.1% | −29.8% | −19.8% | −34.3% | −15.7% | −11.3% | −24.8% | −23.5% | −25.8% | −17.2% | −25.9% |
| vs SPY ⓘ | +1.6pp | +8.8pp | −11.9pp | +3.2pp | −16.4pp | +4.5pp | +5.2pp | +8.8pp | −3.0pp | −3.6pp | +12.8pp | −0.3pp |
98 monthly observations across 2018–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
