| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | MSGE | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +14.8% | +2.1% | −6.7% | +13.6% | +5.4% | +14.7% | −6.1% | — | — | — | — | — | +41.0% | +7.5% | +33.5pp |
| 2025 | +2.1% | −5.0% | −5.2% | −0.9% | +14.4% | +7.7% | −5.5% | +7.7% | +11.1% | −2.4% | +12.0% | +8.9% | +51.4% | +17.7% | +33.7pp |
| 2024 | +4.9% | +15.4% | +1.9% | −0.2% | −9.2% | −3.7% | +15.4% | +6.9% | +0.7% | −1.9% | −11.3% | −3.8% | +12.0% | +24.9% | −12.9pp |
| 2023 | +16.3% | +15.8% | −2.4% | −45.4% | +8.7% | −4.2% | +3.6% | −7.9% | +2.6% | −7.4% | −0.7% | +5.0% | −29.3% | +26.2% | −55.5pp |
| 2022 | +0.7% | +10.6% | +6.3% | −12.1% | −7.5% | −22.4% | +10.7% | −4.6% | −20.6% | +11.2% | −1.9% | −6.5% | −36.1% | −18.2% | −17.9pp |
| 2021 · part | — | — | −24.1% | +10.8% | −1.5% | −5.9% | −16.7% | +14.6% | −9.4% | −3.0% | −6.2% | +6.4% | −34.7% | +28.7% | −63.5pp |
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. MSGE is on the price only (split-adjusted close; dividends NOT included) basis, SPY on the total return (splits + dividends) basis. THE TWO DIFFER: one series includes dividends and the other does not, so the Δ column flatters whichever one is on the total-return basis. Read it with that in mind — the bases are printed rather than silently reconciled.
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 ⓘ | 5 | 5 | 6 | 6 | 6 | 6 | 6 | 5 | 5 | 5 | 5 | 5 |
| Positive ⓘ | 100% | 80% | 33% | 33% | 50% | 33% | 50% | 60% | 60% | 20% | 20% | 60% |
| Median | +4.9% | +10.6% | −3.8% | −0.5% | +1.9% | −3.9% | −0.9% | +6.9% | +0.7% | −2.4% | −1.9% | +5.0% |
| Best | +16.3% | +15.8% | +6.3% | +13.6% | +14.4% | +14.7% | +15.4% | +14.6% | +11.1% | +11.2% | +12.0% | +8.9% |
| Worst | +0.7% | −5.0% | −24.1% | −45.4% | −9.2% | −22.4% | −16.7% | −7.9% | −20.6% | −7.4% | −11.3% | −6.5% |
| vs SPY ⓘ | +6.0pp | +10.2pp | −1.6pp | +1.5pp | −1.0pp | −7.7pp | −1.7pp | +4.6pp | −1.4pp | −4.8pp | −7.4pp | +0.4pp |
65 monthly observations across 2021–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
