| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | LIN | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +7.2% | +11.2% | −2.1% | +1.1% | −0.7% | +4.6% | −1.5% | — | — | — | — | — | +20.7% | +7.5% | +13.1pp |
| 2025 | +6.6% | +4.7% | +0.0% | −2.7% | +3.2% | +0.7% | −1.9% | +3.9% | −0.4% | −11.9% | −1.9% | +4.3% | +3.2% | +17.7% | −14.5pp |
| 2024 | −1.4% | +10.9% | +3.8% | −5.0% | −1.2% | +1.1% | +3.3% | +5.5% | +0.0% | −4.3% | +1.1% | −8.9% | +3.2% | +24.9% | −21.7pp |
| 2023 | +1.5% | +5.3% | +2.4% | +3.9% | −4.3% | +8.1% | +2.5% | −0.9% | −3.5% | +2.6% | +8.3% | −0.4% | +27.7% | +26.2% | +1.5pp |
| 2022 | −8.0% | −8.0% | +9.4% | −2.3% | +4.1% | −11.1% | +5.0% | −6.3% | −4.3% | +10.3% | +12.8% | −2.4% | −4.4% | −18.2% | +13.8pp |
| 2021 | −6.9% | −0.5% | +15.2% | +2.0% | +5.2% | −3.5% | +6.3% | +2.3% | −6.4% | +8.8% | −0.3% | +9.3% | +33.4% | +28.7% | +4.7pp |
| 2020 | −4.6% | −6.0% | −9.0% | +6.4% | +10.0% | +5.3% | +15.6% | +1.9% | −4.3% | −7.5% | +16.4% | +3.1% | +25.9% | +18.3% | +7.5pp |
| 2019 | +4.5% | +6.3% | +2.1% | +2.5% | +0.6% | +11.2% | −4.7% | −0.8% | +2.5% | +2.4% | +4.0% | +3.7% | +39.0% | +31.2% | +7.8pp |
| 2018 · part | — | — | — | — | — | — | — | — | — | +2.9% | −3.9% | −1.4% | −2.4% | −4.6% | +2.2pp |
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. LIN 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 | 8 | 8 | 8 |
| Positive ⓘ | 50% | 63% | 75% | 63% | 63% | 75% | 63% | 57% | 29% | 63% | 63% | 50% |
| Median | +0.0% | +5.0% | +2.2% | +1.6% | +1.9% | +2.8% | +2.9% | +1.9% | −3.5% | +2.5% | +2.5% | +1.4% |
| Best | +7.2% | +11.2% | +15.2% | +6.4% | +10.0% | +11.2% | +15.6% | +5.5% | +2.5% | +10.3% | +16.4% | +9.3% |
| Worst | −8.0% | −8.0% | −9.0% | −5.0% | −4.3% | −11.1% | −4.7% | −6.3% | −6.4% | −11.9% | −3.9% | −8.9% |
| vs SPY ⓘ | −3.3pp | +4.3pp | +3.2pp | −1.7pp | +0.4pp | −0.4pp | +0.0pp | +0.7pp | −0.5pp | +1.0pp | −0.3pp | +2.1pp |
94 monthly observations across 2018–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
