| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | MWYN | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −3.9% | +0.2% | −7.7% | −21.5% | +50.7% | +20.3% | −38.7% | — | — | — | — | — | −22.5% | +7.5% | −30.0pp |
| 2025 · part | — | — | — | −20.6% | +200.9% | −82.2% | −49.2% | −8.1% | +41.4% | −17.2% | −11.1% | −2.5% | −79.9% | +17.7% | −97.6pp |
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. MWYN 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 ⓘ | 1 | 1 | 1 | 2 | 2 | 2 | 2 | 1 | 1 | 1 | 1 | 1 |
| Positive ⓘ | 0% | 100% | 0% | 0% | 100% | 50% | 0% | 0% | 100% | 0% | 0% | 0% |
| Median | −3.9% | +0.2% | −7.7% | −21.1% | +125.8% | −31.0% | −43.9% | −8.1% | +41.4% | −17.2% | −11.1% | −2.5% |
| Best | −3.9% | +0.2% | −7.7% | −20.6% | +200.9% | +20.3% | −38.7% | −8.1% | +41.4% | −17.2% | −11.1% | −2.5% |
| Worst | −3.9% | +0.2% | −7.7% | −21.5% | +50.7% | −82.2% | −49.2% | −8.1% | +41.4% | −17.2% | −11.1% | −2.5% |
| vs SPY ⓘ | −5.4pp | +1.1pp | −2.8pp | −25.9pp | +120.0pp | −33.0pp | −43.9pp | −10.1pp | +37.8pp | −19.6pp | −11.3pp | −2.6pp |
16 monthly observations across 2025–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
