| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | LSTA | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +148.9% | −11.4% | +22.2% | −37.7% | +4.2% | +4.6% | −69.7% | — | — | — | — | — | −44.6% | +9.3% | −54.0pp |
| 2025 | −16.1% | −4.8% | −1.3% | +0.9% | +10.1% | +11.1% | −14.5% | −6.5% | +12.9% | +6.5% | −26.2% | −9.7% | −37.6% | +17.7% | −55.3pp |
| 2024 | −9.5% | +18.6% | +6.5% | −12.5% | +7.7% | +18.0% | −7.3% | −11.7% | +5.6% | −5.7% | −2.5% | +8.0% | +9.2% | +24.9% | −15.7pp |
| 2023 | +41.5% | −11.7% | +2.8% | +0.0% | +26.2% | −9.8% | −14.3% | −31.2% | −1.8% | +1.4% | +0.9% | +24.7% | +7.9% | +26.2% | −18.3pp |
| 2022 · part | — | — | — | — | — | — | — | — | — | −8.4% | −17.5% | −27.7% | −45.4% | −18.2% | −27.2pp |
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. LSTA 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 ⓘ | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 3 | 3 | 4 | 4 | 4 |
| Positive ⓘ | 50% | 25% | 75% | 25% | 100% | 75% | 0% | 0% | 67% | 50% | 25% | 50% |
| Median | +16.0% | −8.1% | +4.7% | −6.3% | +8.9% | +7.8% | −14.4% | −11.7% | +5.6% | −2.1% | −10.0% | −0.9% |
| Best | +148.9% | +18.6% | +22.2% | +0.9% | +26.2% | +18.0% | −7.3% | −6.5% | +12.9% | +6.5% | +0.9% | +24.7% |
| Worst | −16.1% | −11.7% | −1.3% | −37.7% | +4.2% | −9.8% | −69.7% | −31.2% | −1.8% | −8.4% | −26.2% | −27.7% |
| vs SPY ⓘ | +12.0pp | −6.4pp | +3.8pp | −5.0pp | +3.2pp | +5.8pp | −17.2pp | −14.0pp | +3.5pp | −0.6pp | −15.7pp | +0.3pp |
46 monthly observations across 2022–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
