| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | LITP | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +7.5% | +8.3% | −5.3% | +30.7% | −6.5% | −23.0% | −19.4% | — | — | — | — | — | −16.5% | +9.3% | −25.8pp |
| 2025 | +0.6% | −9.4% | −2.3% | −7.4% | −4.0% | +8.5% | +13.9% | +26.4% | +9.2% | +14.5% | +18.3% | +6.3% | +94.7% | +17.7% | +76.9pp |
| 2024 | −26.4% | +13.4% | −5.0% | −1.2% | +1.2% | −21.9% | −2.8% | −4.2% | +12.9% | +4.8% | −2.6% | −15.5% | −43.8% | +24.9% | −68.7pp |
| 2023 · part | — | — | −3.9% | −1.8% | +3.4% | +9.2% | −4.4% | −12.1% | −7.8% | −20.3% | −1.5% | +13.5% | −26.5% | +26.2% | −52.7pp |
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. LITP 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 ⓘ | 3 | 3 | 4 | 4 | 4 | 4 | 4 | 3 | 3 | 3 | 3 | 3 |
| Positive ⓘ | 67% | 67% | 0% | 25% | 50% | 50% | 25% | 33% | 67% | 67% | 33% | 67% |
| Median | +0.6% | +8.3% | −4.5% | −1.5% | −1.4% | −6.7% | −3.6% | −4.2% | +9.2% | +4.8% | −1.5% | +6.3% |
| Best | +7.5% | +13.4% | −2.3% | +30.7% | +3.4% | +9.2% | +13.9% | +26.4% | +12.9% | +14.5% | +18.3% | +13.5% |
| Worst | −26.4% | −9.4% | −5.3% | −7.4% | −6.5% | −23.0% | −19.4% | −12.1% | −7.8% | −20.3% | −2.6% | −15.5% |
| vs SPY ⓘ | −2.1pp | +8.1pp | −4.0pp | −0.3pp | −7.1pp | −9.6pp | −5.8pp | −6.6pp | +5.7pp | +5.6pp | −8.5pp | +6.2pp |
41 monthly observations across 2023–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
