| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | JBTM | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +4.4% | −2.1% | −16.9% | −7.6% | +11.8% | +9.8% | −3.2% | — | — | — | — | — | −6.8% | +9.3% | −16.1pp |
| 2025 · part | — | −0.8% | −7.4% | −13.9% | +9.2% | +4.7% | +14.6% | +4.1% | −2.0% | −10.2% | +11.4% | +7.3% | +13.6% | +17.7% | −4.1pp |
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. JBTM 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 | 2 | 2 | 2 | 2 | 2 | 2 | 1 | 1 | 1 | 1 | 1 |
| Positive ⓘ | 100% | 0% | 0% | 0% | 100% | 100% | 50% | 100% | 0% | 0% | 100% | 100% |
| Median | +4.4% | −1.4% | −12.1% | −10.8% | +10.5% | +7.3% | +5.7% | +4.1% | −2.0% | −10.2% | +11.4% | +7.3% |
| Best | +4.4% | −0.8% | −7.4% | −7.6% | +11.8% | +9.8% | +14.6% | +4.1% | −2.0% | −10.2% | +11.4% | +7.3% |
| Worst | +4.4% | −2.1% | −16.9% | −13.9% | +9.2% | +4.7% | −3.2% | +4.1% | −2.0% | −10.2% | +11.4% | +7.3% |
| vs SPY ⓘ | +2.9pp | −0.4pp | −6.9pp | −15.6pp | +4.7pp | +5.2pp | +4.9pp | +2.0pp | −5.5pp | −12.6pp | +11.2pp | +7.2pp |
18 monthly observations across 2025–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
