| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | LIFE | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +660.1% | −17.9% | −9.6% | +57.0% | +0.9% | +2.5% | +9.4% | — | — | — | — | — | +902.0% | +7.5% | +894.5pp |
| 2024 · part | +13.1% | +20.4% | +1.6% | −19.5% | +10.2% | +14.5% | — | — | — | — | — | — | +40.4% | +24.9% | +15.5pp |
| 2023 | +5.0% | −8.3% | −0.5% | −7.1% | +16.4% | −4.8% | −9.3% | −13.3% | −7.1% | −20.9% | +4.0% | +8.5% | −35.6% | +26.2% | −61.8pp |
| 2022 | −23.8% | −12.8% | +7.9% | −22.2% | −32.5% | +0.7% | +24.0% | −2.6% | −12.3% | −17.7% | −12.6% | +1.4% | −70.7% | −18.2% | −52.5pp |
| 2021 | −5.4% | +18.5% | +2.3% | −9.0% | +12.1% | +7.5% | −4.5% | +18.3% | +64.6% | −5.4% | −2.9% | −10.4% | +92.5% | +28.7% | +63.8pp |
| 2020 | +21.6% | −26.8% | −24.5% | +28.2% | +4.2% | +18.7% | −11.0% | −4.8% | −14.1% | −1.9% | +37.5% | −11.0% | −7.0% | +18.3% | −25.3pp |
| 2019 | +1.1% | −4.2% | +14.6% | +12.9% | −30.4% | −15.2% | +858.0% | −16.2% | +19.0% | +3.1% | +33.8% | −13.7% | +741.2% | +31.2% | +710.0pp |
| 2018 | +1.4% | −16.9% | −10.2% | −15.1% | −59.9% | +0.8% | −14.8% | −6.9% | +12.6% | −25.2% | +1.3% | −19.5% | −85.8% | −4.6% | −81.3pp |
| 2017 | +53.5% | +21.2% | −12.5% | −5.7% | +0.0% | +3.0% | +1.5% | −11.6% | +65.6% | −5.0% | −18.8% | −10.3% | +62.8% | +21.7% | +41.1pp |
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. LIFE is on the price only (split-adjusted close; dividends NOT included) basis, SPY on the total return (splits + dividends) basis. THE TWO DIFFER: one series includes dividends and the other does not, so the Δ column flatters whichever one is on the total-return basis. Read it with that in mind — the bases are printed rather than silently reconciled.
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 ⓘ | 10 | 10 | 10 | 10 | 10 | 11 | 10 | 9 | 9 | 9 | 9 | 9 |
| Positive ⓘ | 70% | 30% | 40% | 30% | 50% | 64% | 60% | 11% | 56% | 22% | 56% | 33% |
| Median | +3.2% | −10.5% | −5.0% | −8.1% | +0.5% | +0.8% | +1.4% | −11.6% | +8.9% | −5.4% | +1.3% | −10.4% |
| Best | +660.1% | +21.2% | +14.6% | +57.0% | +16.4% | +18.7% | +858.0% | +18.3% | +65.6% | +21.4% | +37.5% | +15.5% |
| Worst | −46.3% | −26.8% | −24.5% | −22.2% | −59.9% | −19.1% | −14.8% | −22.8% | −29.1% | −25.2% | −31.7% | −30.6% |
| vs SPY ⓘ | −2.7pp | −8.7pp | −4.4pp | −9.4pp | −2.9pp | +2.4pp | −0.8pp | −11.8pp | +8.9pp | −11.8pp | −2.1pp | −11.5pp |
116 monthly observations across 2015–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
