| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | MIRA | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −17.9% | +2.4% | −15.7% | −1.9% | +1.0% | −10.7% | −13.8% | — | — | — | — | — | −45.9% | +7.5% | −53.5pp |
| 2025 | +5.3% | −16.7% | −2.0% | +18.4% | +16.4% | −10.4% | +36.4% | −17.0% | −0.7% | +22.8% | −11.4% | +2.0% | +32.5% | +17.7% | +14.7pp |
| 2024 | −10.5% | +6.9% | +9.5% | −22.7% | −3.7% | −22.1% | +229.7% | −8.1% | −32.6% | +68.5% | −41.1% | −11.6% | +8.6% | +24.9% | −16.3pp |
| 2023 · part | — | — | — | — | — | — | — | — | −25.9% | −58.3% | +83.0% | −70.4% | −83.3% | +26.2% | −109.4pp |
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. MIRA 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 ⓘ | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 2 | 3 | 3 | 3 | 3 |
| Positive ⓘ | 33% | 67% | 33% | 33% | 67% | 0% | 67% | 0% | 0% | 67% | 33% | 33% |
| Median | −10.5% | +2.4% | −2.0% | −1.9% | +1.0% | −10.7% | +36.4% | −12.5% | −25.9% | +22.8% | −11.4% | −11.6% |
| Best | +5.3% | +6.9% | +9.5% | +18.4% | +16.4% | −10.4% | +229.7% | −8.1% | −0.7% | +68.5% | +83.0% | +2.0% |
| Worst | −17.9% | −16.7% | −15.7% | −22.7% | −3.7% | −22.1% | −13.8% | −17.0% | −32.6% | −58.3% | −41.1% | −70.4% |
| vs SPY ⓘ | −12.1pp | +1.7pp | +3.6pp | −12.4pp | −4.3pp | −15.5pp | +34.1pp | −14.7pp | −21.1pp | +20.4pp | −11.6pp | −9.2pp |
35 monthly observations across 2023–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
