| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | NESTE.HE | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +11.1% | −1.8% | +32.9% | +5.1% | −4.2% | +1.8% | +4.1% | — | — | — | — | — | +54.6% | +7.5% | +47.1pp |
| 2025 | +0.9% | −29.7% | +1.5% | +7.3% | +3.2% | +21.4% | +20.6% | +13.4% | −0.7% | +15.2% | −7.3% | +16.6% | +63.8% | +17.7% | +46.0pp |
| 2024 | −0.9% | −20.8% | +1.3% | −15.0% | −9.7% | −13.7% | +12.2% | +13.3% | −17.6% | −12.8% | −1.9% | −15.8% | −60.2% | +24.9% | −85.1pp |
| 2023 | +1.9% | +4.2% | −0.0% | −3.3% | −19.5% | −0.3% | −4.6% | +0.4% | −4.2% | −1.3% | +10.0% | −7.3% | −23.9% | +26.2% | −50.0pp |
| 2022 | −8.3% | −11.5% | +19.1% | −0.7% | +3.7% | −1.1% | +18.6% | −1.7% | −8.2% | −1.0% | +11.3% | −12.8% | +1.2% | −18.2% | +19.4pp |
| 2021 | −1.5% | −6.6% | −16.2% | +11.4% | +6.9% | −4.2% | +0.3% | −0.5% | −5.0% | −0.8% | −13.3% | +3.8% | −25.5% | +28.7% | −54.2pp |
| 2020 | +15.7% | −0.6% | −13.5% | +6.5% | +13.9% | −4.2% | +11.7% | +15.3% | +0.4% | −0.2% | +25.7% | +5.3% | +97.3% | +18.3% | +79.0pp |
| 2019 | +19.0% | +5.4% | +12.4% | −5.9% | +2.8% | −1.4% | +0.5% | −4.5% | +6.0% | +8.0% | −5.2% | +1.1% | +41.7% | +31.2% | +10.4pp |
| 2018 | +4.4% | +8.2% | −6.0% | +25.4% | −0.4% | −3.5% | +5.1% | +5.9% | −4.8% | +3.4% | −5.1% | −2.4% | +29.7% | −4.6% | +34.3pp |
| 2017 | −11.6% | +1.9% | +11.2% | +6.2% | −5.6% | −2.5% | +6.2% | +1.1% | −0.2% | +29.4% | +9.1% | +2.2% | +51.4% | +21.7% | +29.7pp |
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. NESTE.HE 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 ⓘ | 16 | 17 | 17 | 17 | 17 | 17 | 17 | 16 | 16 | 16 | 16 | 16 |
| Positive ⓘ | 69% | 41% | 65% | 53% | 41% | 24% | 65% | 63% | 44% | 56% | 50% | 56% |
| Median | +4.3% | −1.8% | +3.4% | +2.1% | −0.4% | −1.4% | +4.1% | +3.5% | −0.5% | +3.5% | +0.2% | +1.7% |
| Best | +22.1% | +17.1% | +32.9% | +25.4% | +13.9% | +21.4% | +20.6% | +27.6% | +17.6% | +34.4% | +25.7% | +16.6% |
| Worst | −11.6% | −29.7% | −16.2% | −15.0% | −19.5% | −13.7% | −15.4% | −15.4% | −17.6% | −12.8% | −13.3% | −15.8% |
| vs SPY ⓘ | +2.4pp | −2.0pp | +0.7pp | −2.6pp | −3.1pp | −3.2pp | +1.4pp | +2.6pp | +0.1pp | +1.6pp | −2.1pp | −0.6pp |
198 monthly observations across 2010–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
