| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | MULL | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +100.2% | −5.7% | −37.2% | +124.4% | +217.6% | +36.0% | −98.2% | — | — | — | — | — | −79.1% | +9.3% | −88.5pp |
| 2025 | +11.0% | +2.0% | −17.4% | −31.1% | +46.4% | +66.1% | −23.3% | +15.6% | +90.8% | +71.2% | +4.8% | +38.5% | +558.5% | +17.7% | +540.8pp |
| 2024 · part | — | — | — | — | — | — | — | — | — | — | — | −31.3% | −31.3% | +24.9% | −56.2pp |
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. MULL 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 ⓘ | 2 | 2 | 2 | 2 | 2 | 2 | 2 | 1 | 1 | 1 | 1 | 2 |
| Positive ⓘ | 100% | 50% | 0% | 50% | 100% | 100% | 0% | 100% | 100% | 100% | 100% | 50% |
| Median | +55.6% | −1.9% | −27.3% | +46.6% | +132.0% | +51.0% | −60.8% | +15.6% | +90.8% | +71.2% | +4.8% | +3.6% |
| Best | +100.2% | +2.0% | −17.4% | +124.4% | +217.6% | +66.1% | −23.3% | +15.6% | +90.8% | +71.2% | +4.8% | +38.5% |
| Worst | +11.0% | −5.7% | −37.2% | −31.1% | +46.4% | +36.0% | −98.2% | +15.6% | +90.8% | +71.2% | +4.8% | −31.3% |
| vs SPY ⓘ | +53.5pp | −0.8pp | −22.0pp | +41.8pp | +126.3pp | +49.0pp | −61.6pp | +13.5pp | +87.3pp | +68.8pp | +4.6pp | +4.8pp |
20 monthly observations across 2024–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
