| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | MCHP | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +19.1% | −1.1% | −13.4% | +43.8% | +2.4% | −3.6% | −21.7% | — | — | — | — | — | +13.2% | +7.5% | +5.7pp |
| 2025 | −5.3% | +9.2% | −17.8% | −4.8% | +26.9% | +21.2% | −4.0% | −3.2% | −1.2% | −2.8% | −13.4% | +18.9% | +14.6% | +17.7% | −3.1pp |
| 2024 | −5.5% | −0.7% | +6.6% | +2.5% | +6.2% | −5.9% | −3.0% | −6.9% | −2.3% | −8.6% | −6.4% | −15.9% | −35.0% | +24.9% | −59.8pp |
| 2023 | +10.5% | +4.8% | +3.4% | −12.9% | +3.6% | +19.0% | +4.9% | −12.4% | −4.6% | −8.7% | +17.7% | +8.1% | +30.9% | +26.2% | +4.7pp |
| 2022 | −11.0% | −8.9% | +6.8% | −13.2% | +11.9% | −20.1% | +18.6% | −4.8% | −6.5% | +1.2% | +28.8% | −11.3% | −18.0% | −18.2% | +0.2pp |
| 2021 | −1.4% | +12.4% | +1.7% | −3.2% | +4.7% | −4.6% | −4.4% | +10.3% | −2.5% | −3.5% | +12.9% | +4.4% | +27.5% | +28.7% | −1.2pp |
| 2020 | −6.9% | −6.6% | −25.3% | +29.4% | +9.9% | +9.7% | −3.4% | +8.2% | −6.3% | +2.3% | +28.3% | +2.8% | +33.7% | +18.3% | +15.4pp |
| 2019 | +11.7% | +8.5% | −4.5% | +20.4% | −19.5% | +8.3% | +8.9% | −8.2% | +7.6% | +1.5% | +0.7% | +10.8% | +48.0% | +31.2% | +16.8pp |
| 2018 | +8.4% | −6.2% | +2.7% | −8.4% | +16.9% | −6.6% | +2.7% | −7.5% | −8.3% | −16.6% | +14.6% | −4.1% | −16.7% | −4.6% | −12.1pp |
| 2017 | +5.0% | +8.2% | +1.7% | +2.4% | +10.7% | −7.3% | +3.7% | +8.9% | +3.4% | +5.6% | −7.9% | +1.0% | +39.5% | +21.7% | +17.8pp |
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. MCHP 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 ⓘ | 57% | 62% | 71% | 57% | 71% | 38% | 52% | 48% | 29% | 48% | 67% | 62% |
| Median | +0.7% | +1.2% | +3.0% | +2.4% | +2.4% | −2.2% | +0.9% | −0.1% | −3.2% | −2.6% | +4.3% | +2.8% |
| Best | +19.1% | +14.5% | +12.9% | +43.8% | +26.9% | +21.2% | +19.4% | +11.9% | +13.4% | +16.3% | +28.8% | +18.9% |
| Worst | −11.2% | −8.9% | −25.3% | −13.2% | −19.5% | −20.1% | −21.7% | −12.4% | −8.3% | −16.6% | −23.7% | −15.9% |
| vs SPY ⓘ | +2.9pp | +1.3pp | −0.1pp | +0.4pp | +1.1pp | −2.1pp | −0.3pp | +1.5pp | +0.1pp | −1.6pp | +2.3pp | +0.2pp |
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.
