| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | LAW | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −19.5% | −48.0% | +17.5% | +13.4% | −7.9% | −5.3% | +4.8% | — | — | — | — | — | −49.0% | +7.5% | −56.5pp |
| 2025 | +1.0% | −4.4% | −15.1% | −8.8% | +5.6% | +10.9% | −9.2% | +37.8% | +18.1% | −2.2% | +13.3% | +8.4% | +55.5% | +17.7% | +37.8pp |
| 2024 | +7.8% | −18.6% | +22.1% | −7.1% | −22.5% | +1.9% | +3.7% | −10.5% | +6.3% | +0.0% | +0.7% | −15.7% | −34.3% | +24.9% | −59.1pp |
| 2023 | +31.5% | −15.8% | −5.1% | −11.4% | +40.6% | −0.6% | +18.5% | −2.5% | −30.1% | −15.5% | +6.1% | +27.6% | +20.1% | +26.2% | −6.1pp |
| 2022 | −4.0% | +10.1% | −10.1% | −9.6% | −18.9% | −27.6% | +36.0% | −43.8% | −27.5% | +7.2% | −27.1% | −19.2% | −82.3% | −18.2% | −64.1pp |
| 2021 · part | — | — | — | — | — | — | — | +25.2% | −7.4% | +19.6% | −36.0% | −2.6% | −13.5% | +28.7% | −42.2pp |
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. LAW 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 ⓘ | 5 | 5 | 5 | 5 | 5 | 5 | 5 | 5 | 5 | 5 | 5 | 5 |
| Positive ⓘ | 60% | 20% | 40% | 20% | 40% | 40% | 80% | 40% | 40% | 40% | 60% | 40% |
| Median | +1.0% | −15.8% | −5.1% | −8.8% | −7.9% | −0.6% | +4.8% | −2.5% | −7.4% | +0.0% | +0.7% | −2.6% |
| Best | +31.5% | +10.1% | +22.1% | +13.4% | +40.6% | +10.9% | +36.0% | +37.8% | +18.1% | +19.6% | +13.3% | +27.6% |
| Worst | −19.5% | −48.0% | −15.1% | −11.4% | −22.5% | −27.6% | −9.2% | −43.8% | −30.1% | −15.5% | −36.0% | −19.2% |
| vs SPY ⓘ | +1.3pp | −13.2pp | −8.9pp | −3.1pp | −13.1pp | −4.2pp | +7.1pp | −0.8pp | −2.7pp | −0.9pp | −5.3pp | −7.2pp |
60 monthly observations across 2021–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
