| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | MAIA | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +57.5% | −6.2% | −38.1% | −5.0% | +4.5% | +3.6% | −13.2% | — | — | — | — | — | −18.3% | +9.3% | −27.6pp |
| 2025 | −5.1% | +0.0% | −18.6% | +52.9% | −23.5% | +0.6% | −12.8% | −1.9% | +0.0% | −19.5% | −4.8% | +29.7% | −22.7% | +17.7% | −40.4pp |
| 2024 | +28.2% | −12.7% | +67.9% | +33.2% | +62.1% | −28.0% | −5.6% | −5.9% | −7.6% | −1.1% | −20.5% | −10.4% | +69.2% | +24.9% | +44.3pp |
| 2023 | +33.6% | −5.4% | −22.0% | −28.9% | +1.6% | −12.0% | +0.9% | −21.2% | +25.7% | −5.9% | −51.7% | +17.0% | −66.7% | +26.2% | −92.8pp |
| 2022 · part | — | — | — | — | — | — | — | −30.5% | −18.1% | +10.6% | +1.4% | −5.1% | −39.5% | −18.2% | −21.3pp |
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. MAIA 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 | 4 | 4 | 4 | 4 | 4 |
| Positive ⓘ | 75% | 0% | 25% | 50% | 75% | 50% | 25% | 0% | 25% | 25% | 25% | 50% |
| Median | +30.9% | −5.8% | −20.3% | +14.1% | +3.1% | −5.7% | −9.2% | −13.5% | −3.8% | −3.5% | −12.7% | +5.9% |
| Best | +57.5% | +0.0% | +67.9% | +52.9% | +62.1% | +3.6% | +0.9% | −1.9% | +25.7% | +10.6% | +1.4% | +29.7% |
| Worst | −5.1% | −12.7% | −38.1% | −28.9% | −23.5% | −28.0% | −13.2% | −30.5% | −18.1% | −19.5% | −51.7% | −10.4% |
| vs SPY ⓘ | +27.0pp | −4.1pp | −19.4pp | +10.9pp | +0.2pp | −11.5pp | −9.6pp | −13.9pp | −6.2pp | −2.0pp | −15.8pp | +6.5pp |
48 monthly observations across 2022–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
