| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | LRMR | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −7.1% | +50.0% | −15.3% | −9.8% | −14.3% | −12.4% | +19.0% | — | — | — | — | — | −4.7% | +7.5% | −12.3pp |
| 2025 | −0.8% | −21.1% | −29.0% | +23.3% | −15.1% | +28.4% | +19.7% | +4.6% | −10.8% | +20.4% | −9.0% | +7.6% | −1.6% | +17.7% | −19.3pp |
| 2024 | +27.3% | +98.6% | −34.0% | −9.2% | +16.1% | −9.4% | +15.7% | −5.7% | −17.2% | +25.6% | −23.0% | −38.9% | −14.9% | +24.9% | −39.8pp |
| 2023 | +19.6% | +22.7% | −25.2% | +4.4% | −22.0% | −15.2% | +36.7% | −13.1% | +6.2% | −25.8% | +17.1% | +32.7% | +10.2% | +26.2% | −16.0pp |
| 2022 | −10.1% | −55.1% | −7.1% | −8.4% | −30.5% | −24.0% | −8.7% | +52.0% | +17.6% | +3.1% | −3.9% | +30.3% | −61.7% | −18.2% | −43.5pp |
| 2021 · part | — | — | −14.4% | −8.9% | −37.6% | +18.2% | +1.2% | +44.8% | −19.9% | +3.6% | −23.1% | +17.4% | −36.8% | +28.7% | −65.5pp |
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. LRMR 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 ⓘ | 5 | 5 | 6 | 6 | 6 | 6 | 6 | 5 | 5 | 5 | 5 | 5 |
| Positive ⓘ | 40% | 60% | 0% | 33% | 17% | 33% | 83% | 60% | 40% | 80% | 20% | 80% |
| Median | −0.8% | +22.7% | −20.3% | −8.6% | −18.5% | −10.9% | +17.4% | +4.6% | −10.8% | +3.6% | −9.0% | +17.4% |
| Best | +27.3% | +98.6% | −7.1% | +23.3% | +16.1% | +28.4% | +36.7% | +52.0% | +17.6% | +25.6% | +17.1% | +32.7% |
| Worst | −10.1% | −55.1% | −34.0% | −9.8% | −37.6% | −24.0% | −8.7% | −13.1% | −19.9% | −25.8% | −23.1% | −38.9% |
| vs SPY ⓘ | −3.5pp | +25.2pp | −21.2pp | −2.4pp | −21.9pp | −12.1pp | +16.0pp | +2.6pp | −14.3pp | −3.4pp | −9.5pp | +12.8pp |
65 monthly observations across 2021–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
