Insufficient history for the 200-day moving average (121 bars).
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | IREZ | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | — | +30.6% | +8.9% | −52.4% | −51.8% | +17.5% | +87.4% | — | — | — | — | — | −28.1% | +9.3% | −37.5pp |
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. IREZ 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 ⓘ | — | 1 | 1 | 1 | 1 | 1 | 1 | — | — | — | — | — |
| Positive ⓘ | — | 100% | 100% | 0% | 0% | 100% | 100% | — | — | — | — | — |
| Median | — | +30.6% | +8.9% | −52.4% | −51.8% | +17.5% | +87.4% | — | — | — | — | — |
| Best | — | +30.6% | +8.9% | −52.4% | −51.8% | +17.5% | +87.4% | — | — | — | — | — |
| Worst | — | +30.6% | +8.9% | −52.4% | −51.8% | +17.5% | +87.4% | — | — | — | — | — |
| vs SPY ⓘ | — | +31.5pp | +13.8pp | −62.9pp | −57.1pp | +18.6pp | +88.1pp | — | — | — | — | — |
6 monthly observations across 2026–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
