| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | LEGH | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +6.3% | +5.6% | −6.8% | +6.5% | +10.4% | +9.4% | +0.6% | — | — | — | — | — | +35.4% | +7.5% | +27.9pp |
| 2025 | +3.9% | −3.7% | +2.1% | −3.5% | −8.4% | +1.7% | −1.2% | +24.9% | −1.6% | −18.4% | −11.2% | −2.1% | −20.9% | +17.7% | −38.6pp |
| 2024 | −6.3% | +8.8% | −16.3% | −5.3% | +14.0% | −1.2% | +24.1% | −5.3% | +1.4% | −9.3% | +5.5% | −5.7% | −2.1% | +24.9% | −27.0pp |
| 2023 | +5.6% | −0.3% | +14.0% | −5.1% | −11.9% | +21.8% | +2.3% | −4.4% | −14.4% | −4.6% | +21.0% | +12.6% | +33.0% | +26.2% | +6.8pp |
| 2022 | −6.5% | +2.9% | −15.7% | −18.4% | −10.6% | −16.7% | +4.1% | +25.8% | +0.4% | +8.2% | −5.6% | +8.2% | −28.4% | −18.2% | −10.2pp |
| 2021 | −6.2% | +10.9% | +12.9% | +0.7% | +6.6% | −11.2% | +4.3% | +11.1% | −8.3% | −1.2% | +40.7% | +6.0% | +75.2% | +28.7% | +46.5pp |
| 2020 | −15.7% | +2.4% | −35.6% | +5.7% | +33.0% | +9.3% | −3.4% | +11.1% | −10.4% | −0.5% | +9.5% | +1.4% | −9.2% | +18.3% | −27.5pp |
| 2019 | +17.4% | +0.4% | −15.3% | +1.9% | +6.5% | −3.6% | +1.1% | +17.3% | +9.7% | −2.2% | +1.1% | +3.9% | +39.5% | +31.2% | +8.3pp |
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. LEGH 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 ⓘ | 8 | 8 | 8 | 8 | 8 | 8 | 8 | 7 | 7 | 7 | 7 | 7 |
| Positive ⓘ | 50% | 75% | 38% | 50% | 63% | 50% | 75% | 71% | 43% | 14% | 71% | 71% |
| Median | −1.1% | +2.6% | −11.0% | −1.4% | +6.6% | +0.2% | +1.7% | +11.1% | −1.6% | −2.2% | +5.5% | +3.9% |
| Best | +17.4% | +10.9% | +14.0% | +6.5% | +33.0% | +21.8% | +24.1% | +25.8% | +9.7% | +8.2% | +40.7% | +12.6% |
| Worst | −15.7% | −3.7% | −35.6% | −18.4% | −11.9% | −16.7% | −3.4% | −5.3% | −14.4% | −18.4% | −11.2% | −5.7% |
| vs SPY ⓘ | −0.9pp | +4.7pp | −9.5pp | −4.3pp | +5.5pp | −4.1pp | −0.7pp | +8.1pp | −3.7pp | −4.4pp | −1.4pp | +1.0pp |
91 monthly observations across 2019–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
