| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | JSPR | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −19.1% | −6.8% | −36.5% | +6.8% | −11.4% | −49.2% | +42.5% | — | — | — | — | — | −67.2% | +7.5% | −74.7pp |
| 2025 | −71.7% | −2.1% | −27.5% | +27.7% | +0.2% | +0.9% | −47.7% | −3.4% | −15.0% | −4.2% | −19.3% | −0.5% | −91.4% | +17.7% | −109.2pp |
| 2024 | +49.3% | +80.4% | +38.2% | −18.7% | +8.8% | −12.6% | −18.5% | +17.9% | −13.7% | +12.6% | +7.7% | −6.3% | +171.0% | +24.9% | +146.1pp |
| 2023 | +252.0% | +13.5% | −6.2% | −26.5% | +16.5% | −11.6% | +10.2% | −18.5% | −43.1% | −5.7% | −6.8% | +28.3% | +63.4% | +26.2% | +37.2pp |
| 2022 | −39.7% | −20.7% | −5.3% | −14.1% | +3.9% | −39.1% | −2.1% | +0.5% | −58.5% | −7.5% | −14.0% | −23.1% | −93.8% | −18.2% | −75.7pp |
| 2021 · part | — | — | — | — | — | — | — | — | — | −11.0% | −10.2% | −4.3% | −23.5% | +28.7% | −52.2pp |
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. JSPR 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.
