| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | MRM | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −23.7% | −7.4% | −18.2% | +3.6% | −1.7% | −9.6% | −9.2% | — | — | — | — | — | −51.8% | +7.5% | −59.3pp |
| 2025 | −9.9% | −25.4% | −46.9% | +112.1% | +98.7% | −8.4% | −16.2% | +51.3% | +17.8% | −2.8% | −1.5% | −4.4% | +88.3% | +17.7% | +70.6pp |
| 2024 | +4.9% | −0.5% | +2.8% | −9.6% | −7.9% | −23.3% | −6.1% | +43.8% | −43.3% | −7.1% | +21.6% | −69.6% | −82.0% | +24.9% | −106.9pp |
| 2023 | +39.0% | +0.6% | −2.5% | −5.0% | −0.5% | −6.5% | +18.4% | −21.5% | +14.5% | −6.7% | −11.1% | +19.4% | +26.8% | +26.2% | +0.7pp |
| 2022 | +8.0% | +4.7% | +7.3% | +4.9% | −9.2% | −14.6% | +7.5% | −5.1% | −0.8% | −2.1% | −3.4% | −21.2% | −25.5% | −18.2% | −7.3pp |
| 2021 | −0.3% | −14.3% | −9.7% | +6.6% | −19.9% | +2.2% | −23.7% | −10.3% | +28.3% | −22.7% | +5.0% | −12.5% | −58.0% | +28.7% | −86.7pp |
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. MRM 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 ⓘ | 6 | 6 | 6 | 6 | 6 | 6 | 6 | 5 | 5 | 5 | 5 | 5 |
| Positive ⓘ | 50% | 33% | 33% | 67% | 17% | 17% | 33% | 40% | 60% | 0% | 40% | 20% |
| Median | +2.3% | −4.0% | −6.1% | +4.2% | −4.8% | −9.0% | −7.7% | −5.1% | +14.5% | −6.7% | −1.5% | −12.5% |
| Best | +39.0% | +4.7% | +7.3% | +112.1% | +98.7% | +2.2% | +18.4% | +51.3% | +28.3% | −2.1% | +21.6% | +19.4% |
| Worst | −23.7% | −25.4% | −46.9% | −9.6% | −19.9% | −23.3% | −23.7% | −21.5% | −43.3% | −22.7% | −11.1% | −69.6% |
| vs SPY ⓘ | +2.0pp | −6.1pp | −9.8pp | −2.2pp | −8.2pp | −10.8pp | −7.1pp | −1.1pp | +14.2pp | −6.2pp | −1.7pp | −15.4pp |
67 monthly observations across 2021–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
