| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | LTBR | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +21.7% | −16.0% | −17.6% | +22.4% | −12.0% | −23.4% | −13.1% | — | — | — | — | — | −39.6% | +7.5% | −47.1pp |
| 2025 | +91.3% | +19.9% | −31.2% | +20.1% | +68.0% | −11.2% | +0.8% | +12.2% | +40.2% | +26.5% | −39.4% | −22.3% | +167.2% | +17.7% | +149.5pp |
| 2024 | −4.4% | −7.8% | +4.2% | −15.9% | +8.9% | +24.8% | −4.5% | −22.7% | +12.4% | +247.1% | −32.7% | −27.7% | +47.4% | +24.9% | +22.5pp |
| 2023 | +9.5% | +0.0% | −3.8% | −10.2% | +18.5% | +33.5% | +14.1% | −34.5% | +3.2% | −4.2% | −25.3% | +0.0% | −17.5% | +26.2% | −43.7pp |
| 2022 | −7.8% | +35.0% | +1.2% | −16.3% | −21.0% | −15.6% | +51.7% | −16.1% | −23.1% | +14.0% | −6.3% | −20.1% | −41.3% | −18.2% | −23.2pp |
| 2021 | +50.1% | +2.2% | −1.5% | −20.3% | +9.0% | +32.8% | −17.1% | +2.8% | −22.5% | +96.5% | −4.7% | −27.3% | +56.7% | +28.7% | +28.0pp |
| 2020 | −7.1% | −15.8% | −44.0% | +71.1% | +57.6% | −15.4% | +43.2% | −30.8% | −6.3% | −38.6% | +26.2% | +31.0% | −6.0% | +18.3% | −24.3pp |
| 2019 | +22.9% | −10.1% | −8.6% | +78.0% | −23.2% | −11.8% | +1.5% | +2.4% | +4.6% | +749.0% | −37.1% | +16.7% | +725.7% | +31.2% | +694.5pp |
| 2018 | +72.1% | −35.7% | −13.3% | −6.8% | +3.7% | −11.5% | −11.0% | +13.5% | −8.8% | −3.9% | −11.1% | −30.7% | −55.3% | −4.6% | −50.8pp |
| 2017 | −15.8% | +7.3% | +29.1% | +9.8% | +32.2% | −10.4% | −38.2% | +0.0% | +2.8% | −4.5% | −2.9% | +19.6% | +7.0% | +21.7% | −14.7pp |
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. LTBR 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 ⓘ | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 |
| Positive ⓘ | 67% | 43% | 38% | 33% | 52% | 33% | 57% | 24% | 43% | 33% | 24% | 43% |
| Median | +9.5% | −2.3% | −8.2% | −11.1% | +3.5% | −8.9% | +0.8% | −12.5% | −4.2% | −3.9% | −8.1% | −9.2% |
| Best | +326.3% | +63.3% | +42.9% | +78.0% | +68.0% | +33.5% | +83.4% | +17.7% | +107.1% | +749.0% | +51.2% | +31.0% |
| Worst | −30.0% | −38.2% | −44.0% | −26.8% | −23.2% | −23.4% | −38.2% | −34.5% | −31.2% | −38.6% | −39.4% | −30.7% |
| vs SPY ⓘ | +11.8pp | −5.4pp | −10.4pp | −11.8pp | +1.1pp | −6.5pp | −0.0pp | −12.0pp | −4.7pp | −2.1pp | −11.0pp | −11.0pp |
252 monthly observations across 2005–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
