| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | LTRN | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +4.0% | −10.5% | −51.4% | +49.6% | +75.1% | +16.2% | −36.5% | — | — | — | — | — | −12.5% | +9.3% | −21.9pp |
| 2025 | +55.2% | −20.2% | −10.4% | −0.6% | −13.4% | +3.6% | +40.5% | −8.1% | +6.6% | −7.8% | −9.7% | −16.3% | −5.0% | +17.7% | −22.7pp |
| 2024 | −1.4% | +14.0% | +83.0% | −42.0% | +19.0% | −23.1% | −10.1% | −2.6% | −10.3% | −14.9% | +2.7% | −0.6% | −25.5% | +24.9% | −50.4pp |
| 2023 | −0.3% | −8.8% | −12.0% | +1.4% | +6.3% | +8.3% | −17.9% | −2.4% | −24.6% | −27.3% | +59.3% | +8.4% | −29.1% | +26.2% | −55.3pp |
| 2022 | −16.7% | −7.4% | +16.1% | −16.6% | −2.9% | −1.4% | −10.2% | +0.8% | −7.5% | −12.3% | +19.3% | +20.8% | −24.3% | −18.2% | −6.1pp |
| 2021 · part | — | — | +2.1% | −17.3% | +0.7% | −3.4% | −11.6% | +9.2% | −20.7% | −8.7% | −17.3% | −5.5% | −55.1% | +28.7% | −83.8pp |
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. LTRN 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% | 20% | 50% | 33% | 67% | 50% | 17% | 40% | 20% | 0% | 60% | 40% |
| Median | −0.3% | −8.8% | −4.1% | −8.6% | +3.5% | +1.1% | −10.9% | −2.4% | −10.3% | −12.3% | +2.7% | −0.6% |
| Best | +55.2% | +14.0% | +83.0% | +49.6% | +75.1% | +16.2% | +40.5% | +9.2% | +6.6% | −7.8% | +59.3% | +20.8% |
| Worst | −16.7% | −20.2% | −51.4% | −42.0% | −13.4% | −23.1% | −36.5% | −8.1% | −24.6% | −27.3% | −17.3% | −16.3% |
| vs SPY ⓘ | −3.0pp | −6.3pp | −3.6pp | −4.0pp | +3.0pp | +0.1pp | −16.7pp | −0.8pp | −12.4pp | −15.7pp | −3.2pp | +1.8pp |
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.
