| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | NAUT | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +0.0% | +24.1% | +60.3% | −32.2% | +4.2% | −31.8% | −44.9% | — | — | — | — | — | −47.2% | +9.3% | −56.5pp |
| 2025 | +1.8% | −24.0% | −33.8% | −20.0% | +8.4% | −3.0% | +4.8% | −10.5% | +24.3% | +57.4% | +69.2% | −13.3% | +16.1% | +17.7% | −1.6pp |
| 2024 | −7.0% | −3.2% | +9.3% | −13.6% | +7.9% | −14.6% | +15.8% | −4.1% | +9.6% | −8.8% | −13.8% | −25.0% | −43.8% | +24.9% | −68.7pp |
| 2023 | +8.9% | +8.2% | +30.7% | −6.9% | +10.9% | +35.3% | −15.0% | −1.8% | −2.2% | −19.0% | +7.4% | +8.7% | +66.1% | +26.2% | +39.9pp |
| 2022 | −24.3% | +2.0% | +8.5% | +7.6% | −21.6% | −26.5% | +8.2% | −24.1% | −4.1% | +16.5% | −26.7% | −0.6% | −65.3% | −18.2% | −47.1pp |
| 2021 · part | — | — | — | — | — | — | −22.4% | +0.6% | −22.2% | −13.0% | −9.2% | +6.8% | −48.7% | +28.7% | −77.4pp |
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. NAUT 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% | 60% | 80% | 20% | 80% | 20% | 50% | 20% | 40% | 40% | 40% | 40% |
| Median | +0.0% | +2.0% | +9.3% | −13.6% | +7.9% | −14.6% | −5.1% | −4.1% | −2.2% | −8.8% | −9.2% | −0.6% |
| Best | +8.9% | +24.1% | +60.3% | +7.6% | +10.9% | +35.3% | +15.8% | +0.6% | +24.3% | +57.4% | +69.2% | +8.7% |
| Worst | −24.3% | −24.0% | −33.8% | −32.2% | −21.6% | −31.8% | −44.9% | −24.1% | −22.2% | −19.0% | −26.7% | −25.0% |
| vs SPY ⓘ | −1.5pp | +5.0pp | +6.0pp | −9.6pp | +2.1pp | −18.1pp | −9.6pp | −6.4pp | +5.2pp | −7.9pp | −8.4pp | +2.2pp |
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.
