| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | INTA | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −25.9% | −33.9% | +14.5% | −12.6% | +2.9% | +9.2% | +27.2% | — | — | — | — | — | −30.0% | +9.3% | −39.4pp |
| 2025 | +11.2% | −7.5% | −11.5% | −7.1% | +1.6% | −6.3% | −22.4% | +14.8% | −11.1% | −6.2% | +12.5% | +6.1% | −28.5% | +17.7% | −46.2pp |
| 2024 | +13.3% | −8.9% | −12.6% | −9.9% | +16.1% | +2.1% | −2.3% | +28.9% | +3.5% | +4.9% | +24.7% | +2.5% | +68.6% | +24.9% | +43.7pp |
| 2023 | +16.2% | +36.6% | +13.3% | −10.1% | +4.8% | −0.9% | −2.0% | −10.8% | −8.4% | +2.0% | +9.6% | +1.4% | +52.4% | +26.2% | +26.3pp |
| 2022 · part | — | — | — | — | — | — | — | — | — | — | +2.9% | +7.9% | +11.0% | −18.2% | +29.2pp |
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. INTA 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 | 4 | 4 | 4 | 3 | 3 | 3 | 4 | 4 |
| Positive ⓘ | 75% | 25% | 50% | 0% | 100% | 50% | 25% | 67% | 33% | 67% | 100% | 100% |
| Median | +12.3% | −8.2% | +0.9% | −10.0% | +3.8% | +0.6% | −2.2% | +14.8% | −8.4% | +2.0% | +11.1% | +4.3% |
| Best | +16.2% | +36.6% | +14.5% | −7.1% | +16.1% | +9.2% | +27.2% | +28.9% | +3.5% | +4.9% | +24.7% | +7.9% |
| Worst | −25.9% | −33.9% | −12.6% | −12.6% | +1.6% | −6.3% | −22.4% | −10.8% | −11.1% | −6.2% | +2.9% | +1.4% |
| vs SPY ⓘ | +9.2pp | −10.2pp | +1.8pp | −8.9pp | +1.0pp | −4.4pp | −4.4pp | +12.8pp | −3.7pp | +4.2pp | +6.4pp | +5.4pp |
45 monthly observations across 2022–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
