| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | LINE | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +2.0% | +13.5% | −17.8% | +12.6% | +20.4% | −1.4% | +2.5% | — | — | — | — | — | +30.4% | +7.5% | +22.8pp |
| 2025 | +2.4% | +0.4% | −1.8% | −17.7% | −11.5% | +3.2% | −0.9% | −2.9% | −6.5% | +2.0% | −9.1% | −0.8% | −37.2% | +17.7% | −54.9pp |
| 2024 · part | — | — | — | — | — | — | — | −4.5% | −6.1% | −5.5% | −14.3% | −6.8% | −32.4% | +24.9% | −57.3pp |
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. LINE 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 ⓘ | 2 | 2 | 2 | 2 | 2 | 2 | 2 | 2 | 2 | 2 | 2 | 2 |
| Positive ⓘ | 100% | 100% | 0% | 50% | 50% | 50% | 50% | 0% | 0% | 50% | 0% | 0% |
| Median | +2.2% | +6.9% | −9.8% | −2.6% | +4.5% | +0.9% | +0.8% | −3.7% | −6.3% | −1.8% | −11.7% | −3.8% |
| Best | +2.4% | +13.5% | −1.8% | +12.6% | +20.4% | +3.2% | +2.5% | −2.9% | −6.1% | +2.0% | −9.1% | −0.8% |
| Worst | +2.0% | +0.4% | −17.8% | −17.7% | −11.5% | −1.4% | −0.9% | −4.5% | −6.5% | −5.5% | −14.3% | −6.8% |
| vs SPY ⓘ | +0.2pp | +8.0pp | −4.5pp | −7.4pp | −1.3pp | −1.2pp | +0.8pp | −5.9pp | −9.2pp | −2.5pp | −14.8pp | −2.6pp |
24 monthly observations across 2024–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
