| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | MAMO | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −19.6% | −68.1% | −2.4% | +2.4% | −4.8% | −0.6% | +4.7% | — | — | — | — | — | −74.6% | +7.5% | −82.2pp |
| 2025 | +19.8% | −9.1% | −3.6% | −11.1% | −2.8% | −4.8% | +12.2% | +11.6% | −15.5% | +27.2% | +46.5% | −9.1% | +54.9% | +17.7% | +37.1pp |
| 2024 · part | — | — | — | — | −16.1% | +7.1% | +6.2% | −18.8% | +14.7% | +16.0% | −23.0% | −23.3% | −39.1% | +24.9% | −64.0pp |
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. MAMO 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 ⓘ | 2 | 2 | 2 | 2 | 3 | 3 | 3 | 2 | 2 | 2 | 2 | 2 |
| Positive ⓘ | 50% | 0% | 0% | 50% | 0% | 33% | 100% | 50% | 50% | 100% | 50% | 0% |
| Median | +0.1% | −38.6% | −3.0% | −4.4% | −4.8% | −0.6% | +6.2% | −3.6% | −0.4% | +21.6% | +11.7% | −16.2% |
| Best | +19.8% | −9.1% | −2.4% | +2.4% | −2.8% | +7.1% | +12.2% | +11.6% | +14.7% | +27.2% | +46.5% | −9.1% |
| Worst | −19.6% | −68.1% | −3.6% | −11.1% | −16.1% | −4.8% | +4.7% | −18.8% | −15.5% | +16.0% | −23.0% | −23.3% |
| vs SPY ⓘ | −2.0pp | −37.5pp | +2.3pp | −9.2pp | −10.1pp | +0.4pp | +7.0pp | −5.8pp | −3.2pp | +20.9pp | +8.7pp | −15.0pp |
27 monthly observations across 2024–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
