| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | MLYS | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −14.9% | −5.3% | −7.4% | −1.6% | +18.2% | −14.3% | −2.9% | — | — | — | — | — | −27.8% | +9.3% | −37.2pp |
| 2025 | −16.3% | −11.3% | +73.7% | −10.5% | +9.6% | −13.2% | +4.6% | +9.4% | +145.0% | +7.8% | +5.5% | −15.8% | +194.8% | +17.7% | +177.1pp |
| 2024 | +26.9% | +41.0% | −16.1% | −5.1% | +4.2% | −8.4% | +5.9% | +0.2% | −2.4% | +10.5% | −4.6% | −3.6% | +43.1% | +24.9% | +18.3pp |
| 2023 · part | — | — | — | −14.1% | +8.1% | +17.3% | −17.1% | −9.1% | −25.9% | −18.7% | −13.8% | +29.1% | −45.1% | +26.2% | −71.3pp |
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. MLYS 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 | 4 | 4 | 4 | 4 | 3 | 3 | 3 | 3 | 3 |
| Positive ⓘ | 33% | 33% | 33% | 0% | 100% | 25% | 50% | 67% | 33% | 67% | 33% | 33% |
| Median | −14.9% | −5.3% | −7.4% | −7.8% | +8.9% | −10.8% | +0.8% | +0.2% | −2.4% | +7.8% | −4.6% | −3.6% |
| Best | +26.9% | +41.0% | +73.7% | −1.6% | +18.2% | +17.3% | +5.9% | +9.4% | +145.0% | +10.5% | +5.5% | +29.1% |
| Worst | −16.3% | −11.3% | −16.1% | −14.1% | +4.2% | −14.3% | −17.1% | −9.1% | −25.9% | −18.7% | −13.8% | −15.8% |
| vs SPY ⓘ | −16.4pp | −4.4pp | −2.5pp | −10.9pp | +5.5pp | −12.6pp | +0.0pp | −2.2pp | −4.5pp | +5.4pp | −10.5pp | −1.2pp |
40 monthly observations across 2023–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
