| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ITRG | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −7.7% | +17.3% | −37.1% | −1.1% | +1.5% | −17.2% | −4.8% | — | — | — | — | — | −46.1% | +7.5% | −53.7pp |
| 2025 | +20.7% | +3.8% | +13.8% | +36.3% | −4.1% | −7.4% | −4.0% | +59.0% | +28.8% | −4.1% | +23.7% | +14.6% | +361.0% | +17.7% | +343.3pp |
| 2024 | −19.8% | −16.5% | +0.0% | +7.0% | +19.9% | +1.4% | +0.5% | +3.1% | +2.4% | +15.3% | −17.5% | −6.7% | −17.9% | +24.9% | −42.8pp |
| 2023 | +7.4% | −23.5% | +5.4% | −1.3% | +108.9% | −2.7% | −13.6% | −4.8% | −6.6% | −12.2% | +15.1% | +24.3% | +67.4% | +26.2% | +41.3pp |
| 2022 | −12.6% | −22.9% | −1.4% | −23.8% | +3.7% | −8.0% | −34.6% | −14.7% | −8.4% | +11.1% | +11.9% | −4.1% | −70.6% | −18.2% | −52.4pp |
| 2021 · part | — | — | −17.1% | +9.2% | +8.4% | −8.9% | −1.9% | −2.4% | −18.6% | +4.8% | −8.8% | −1.4% | −34.3% | +28.7% | −63.0pp |
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. ITRG is on the price only (split-adjusted close; dividends NOT included) basis, SPY on the total return (splits + dividends) basis. THE TWO DIFFER: one series includes dividends and the other does not, so the Δ column flatters whichever one is on the total-return basis. Read it with that in mind — the bases are printed rather than silently reconciled.
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 ⓘ | 5 | 5 | 6 | 6 | 6 | 6 | 6 | 5 | 5 | 5 | 5 | 5 |
| Positive ⓘ | 40% | 40% | 50% | 50% | 83% | 17% | 17% | 40% | 40% | 60% | 60% | 40% |
| Median | −7.7% | −16.5% | −0.7% | +3.0% | +6.1% | −7.7% | −4.4% | −2.4% | −6.6% | +4.8% | +11.9% | −1.4% |
| Best | +20.7% | +17.3% | +13.8% | +36.3% | +108.9% | +1.4% | +0.5% | +59.0% | +28.8% | +15.3% | +23.7% | +24.3% |
| Worst | −19.8% | −23.5% | −37.1% | −23.8% | −4.1% | −17.2% | −34.6% | −14.7% | −18.6% | −12.2% | −17.5% | −6.7% |
| vs SPY ⓘ | −7.3pp | −19.9pp | −4.2pp | +0.5pp | +5.6pp | −10.1pp | −5.3pp | −3.2pp | +0.2pp | −2.2pp | +6.0pp | +1.7pp |
65 monthly observations across 2021–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
