| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | JIVE | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +7.7% | +6.0% | −7.0% | +5.9% | +2.5% | −0.9% | +1.9% | — | — | — | — | — | +16.5% | +7.5% | +8.9pp |
| 2025 | +4.3% | +3.6% | +3.8% | +2.1% | +5.3% | +4.2% | +0.6% | +5.2% | +2.8% | +1.4% | +3.6% | +4.4% | +49.8% | +17.7% | +32.1pp |
| 2024 | −1.0% | +3.0% | +5.3% | −0.6% | +4.8% | −2.0% | +3.3% | +1.8% | +2.2% | −3.9% | +0.3% | −2.2% | +11.2% | +24.9% | −13.7pp |
| 2023 | — | — | — | — | — | — | — | — | +811.1% | −3.4% | +6.3% | +4.2% | +875.4% | +26.2% | +849.2pp |
| 2017 · part | −12.6% | +15.8% | −2.3% | +17.4% | +4.5% | −0.5% | — | — | — | — | — | — | +20.7% | +21.7% | −1.0pp |
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. JIVE 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 | 3 | 3 | 4 | 4 | 4 | 4 |
| Positive ⓘ | 50% | 100% | 50% | 75% | 100% | 25% | 100% | 100% | 100% | 25% | 75% | 75% |
| Median | +1.6% | +4.8% | +0.8% | +4.0% | +4.6% | −0.7% | +1.9% | +5.2% | +2.5% | −3.6% | +2.0% | +4.3% |
| Best | +7.7% | +15.8% | +5.3% | +17.4% | +5.3% | +4.2% | +3.3% | +11.1% | +811.1% | +1.4% | +6.3% | +14.5% |
| Worst | −12.6% | +3.0% | −7.0% | −0.6% | +2.5% | −2.0% | +0.6% | +1.8% | +0.9% | −7.3% | −3.8% | −2.2% |
| vs SPY ⓘ | −0.5pp | +5.9pp | −0.0pp | +3.2pp | −0.6pp | −1.0pp | +2.1pp | +3.1pp | +0.5pp | −2.1pp | −4.2pp | +2.3pp |
46 monthly observations across 2016–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
