| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | MAR | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +1.6% | +8.6% | −4.3% | +10.6% | +4.1% | −1.3% | +2.8% | — | — | — | — | — | +23.3% | +7.5% | +15.8pp |
| 2025 | +4.2% | −3.3% | −15.1% | +0.2% | +10.9% | +3.6% | −3.4% | +1.8% | −2.8% | +0.1% | +17.2% | +1.8% | +12.3% | +17.7% | −5.4pp |
| 2024 | +6.3% | +4.5% | +1.0% | −6.4% | −1.8% | +4.6% | −6.0% | +3.5% | +5.9% | +4.6% | +11.4% | −3.5% | +24.9% | +24.9% | +0.0pp |
| 2023 | +17.0% | −2.6% | −1.9% | +2.0% | −0.6% | +9.5% | +9.9% | +1.1% | −3.4% | −4.1% | +7.8% | +11.3% | +53.1% | +26.2% | +26.9pp |
| 2022 | −2.5% | +5.6% | +3.3% | +1.0% | −3.2% | −20.7% | +16.8% | −3.0% | −8.8% | +14.3% | +3.5% | −10.0% | −9.3% | −18.2% | +8.8pp |
| 2021 | −11.8% | +27.3% | +0.0% | +0.3% | −3.3% | −4.9% | +6.9% | −7.4% | +9.6% | +8.1% | −7.8% | +12.0% | +25.3% | +28.7% | −3.5pp |
| 2020 | −7.5% | −11.1% | −39.7% | +21.6% | −2.7% | −3.1% | −2.2% | +22.8% | −10.0% | +0.3% | +36.6% | +4.0% | −12.5% | +18.3% | −30.9pp |
| 2019 | +5.5% | +9.7% | −0.1% | +9.1% | −8.1% | +12.4% | −0.9% | −9.0% | −1.3% | +1.8% | +11.3% | +7.9% | +41.5% | +31.2% | +10.3pp |
| 2018 | +8.6% | −3.9% | −3.7% | +0.5% | −0.7% | −6.5% | +1.0% | −0.7% | +4.4% | −11.5% | −1.2% | −5.6% | −19.0% | −4.6% | −14.5pp |
| 2017 | +2.3% | +3.2% | +8.3% | +0.3% | +14.4% | −6.8% | +3.9% | −0.3% | +6.4% | +8.4% | +6.6% | +6.9% | +66.2% | +21.7% | +44.5pp |
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. MAR 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.
