| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | MQ | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −13.1% | −7.0% | +6.3% | +6.4% | −6.5% | +3.0% | +8.1% | — | — | — | — | — | −4.9% | +7.5% | −12.4pp |
| 2025 | +1.6% | +8.6% | −1.4% | +1.5% | +28.7% | +8.4% | −2.2% | +11.7% | −17.0% | −14.2% | +5.7% | −0.8% | +25.3% | +17.7% | +7.6pp |
| 2024 | −13.9% | +8.7% | −8.7% | −6.9% | −4.1% | +3.0% | −1.6% | −1.1% | −7.7% | +15.0% | −31.4% | −2.3% | −45.7% | +24.9% | −70.6pp |
| 2023 | +8.5% | −12.5% | −21.2% | −11.4% | +18.3% | +1.7% | +14.6% | +10.2% | −2.8% | −13.5% | +22.8% | +9.9% | +14.2% | +26.2% | −11.9pp |
| 2022 · part | — | — | — | — | — | — | — | — | — | — | −15.1% | −8.7% | −22.5% | −18.2% | −4.3pp |
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. MQ 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 ⓘ | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 3 | 3 | 3 | 4 | 4 |
| Positive ⓘ | 50% | 50% | 25% | 50% | 50% | 100% | 50% | 67% | 0% | 33% | 50% | 25% |
| Median | −5.7% | +0.8% | −5.1% | −2.7% | +7.1% | +3.0% | +3.2% | +10.2% | −7.7% | −13.5% | −4.7% | −1.6% |
| Best | +8.5% | +8.7% | +6.3% | +6.4% | +28.7% | +8.4% | +14.6% | +11.7% | −2.8% | +15.0% | +22.8% | +9.9% |
| Worst | −13.9% | −12.5% | −21.2% | −11.4% | −6.5% | +1.7% | −2.2% | −1.1% | −17.0% | −14.2% | −31.4% | −8.7% |
| vs SPY ⓘ | −7.8pp | −1.4pp | −3.9pp | −3.5pp | +4.3pp | +1.4pp | +3.8pp | +9.6pp | −9.8pp | −11.4pp | −7.6pp | −0.4pp |
45 monthly observations across 2022–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
