| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | LOGO | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −2.0% | −2.2% | −5.5% | +7.2% | +2.4% | −0.8% | −2.2% | — | — | — | — | — | −3.5% | +9.3% | −12.9pp |
| 2025 | — | — | — | — | +19.7% | +3.7% | +0.0% | +2.2% | +3.8% | −2.1% | −2.7% | +0.0% | +25.5% | +17.7% | +7.8pp |
| 2018 · part | +4.9% | −2.4% | −5.2% | +2.8% | −1.1% | +2.0% | +2.0% | +1.0% | +1.8% | — | — | — | +5.6% | −4.6% | +10.1pp |
| 2017 · part | — | — | — | — | — | — | — | — | — | — | +3.2% | +2.6% | +5.9% | +21.7% | −15.8pp |
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. LOGO 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 | 3 | 3 | 3 | 2 | 2 | 1 | 2 | 2 |
| Positive ⓘ | 50% | 0% | 0% | 100% | 67% | 67% | 67% | 100% | 100% | 0% | 50% | 100% |
| Median | +1.5% | −2.3% | −5.4% | +5.0% | +2.4% | +2.0% | +0.0% | +1.6% | +2.8% | −2.1% | +0.3% | +1.3% |
| Best | +4.9% | −2.2% | −5.2% | +7.2% | +19.7% | +3.7% | +2.0% | +2.2% | +3.8% | −2.1% | +3.2% | +2.6% |
| Worst | −2.0% | −2.4% | −5.5% | +2.8% | −1.1% | −0.8% | −2.2% | +1.0% | +1.8% | −2.1% | −2.7% | +0.0% |
| vs SPY ⓘ | −2.1pp | −0.0pp | −1.5pp | −0.5pp | −2.8pp | +0.2pp | −1.7pp | −1.0pp | +0.7pp | −4.5pp | −1.3pp | +0.7pp |
26 monthly observations across 2017–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
