| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | MYPS | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −2.6% | −19.5% | −8.2% | −11.5% | +33.5% | −9.9% | +18.9% | — | — | — | — | — | −9.0% | +9.3% | −18.4pp |
| 2025 | −5.9% | −6.9% | −22.1% | +0.0% | +5.5% | −2.2% | −12.2% | −15.9% | −0.4% | −3.4% | −31.0% | +1.6% | −64.9% | +17.7% | −82.7pp |
| 2024 | −18.8% | +7.7% | +17.3% | −22.3% | +5.1% | −8.8% | +4.8% | −30.0% | −0.7% | −11.9% | +44.4% | −3.1% | −31.4% | +24.9% | −56.3pp |
| 2023 | +19.1% | −19.5% | −0.8% | +18.7% | +3.4% | +8.4% | +0.4% | −27.8% | −10.7% | −11.0% | −15.5% | +13.4% | −30.2% | +26.2% | −56.3pp |
| 2022 | +17.5% | −1.7% | +6.4% | +19.4% | +8.3% | −31.7% | −6.1% | −10.0% | −3.6% | +29.2% | −7.3% | −7.2% | −1.8% | −18.2% | +16.4pp |
| 2021 · part | — | — | — | — | — | — | −11.1% | −24.2% | −8.8% | −5.7% | +4.2% | −11.8% | −46.8% | +28.7% | −75.5pp |
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. MYPS 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 ⓘ | 5 | 5 | 5 | 5 | 5 | 5 | 6 | 5 | 5 | 5 | 5 | 5 |
| Positive ⓘ | 40% | 20% | 40% | 40% | 100% | 20% | 50% | 0% | 0% | 20% | 40% | 40% |
| Median | −2.6% | −6.9% | −0.8% | +0.0% | +5.5% | −8.8% | −2.8% | −24.2% | −3.6% | −5.7% | −7.3% | −3.1% |
| Best | +19.1% | +7.7% | +17.3% | +19.4% | +33.5% | +8.4% | +18.9% | −10.0% | −0.4% | +29.2% | +44.4% | +13.4% |
| Worst | −18.8% | −19.5% | −22.1% | −22.3% | +3.4% | −31.7% | −12.2% | −30.0% | −10.7% | −11.9% | −31.0% | −11.8% |
| vs SPY ⓘ | −4.1pp | −5.6pp | −3.3pp | +0.9pp | +3.0pp | −8.9pp | −8.2pp | −26.2pp | −4.0pp | −8.8pp | −12.9pp | −0.7pp |
61 monthly observations across 2021–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
