| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | NET | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −10.0% | −2.9% | +19.8% | −0.7% | +18.0% | +1.4% | +10.2% | — | — | — | — | — | +37.1% | +7.5% | +29.6pp |
| 2025 | +28.5% | +5.0% | −22.4% | +7.2% | +37.3% | +18.0% | +6.1% | +0.5% | +2.8% | +18.0% | −21.0% | −1.5% | +83.1% | +17.7% | +65.4pp |
| 2024 | −5.1% | +24.7% | −1.7% | −9.7% | −22.6% | +22.4% | −6.4% | +6.0% | −1.5% | +8.4% | +13.8% | +7.9% | +29.3% | +24.9% | +4.4pp |
| 2023 | +17.0% | +13.4% | +2.7% | −23.7% | +47.0% | −5.5% | +5.2% | −5.4% | −3.1% | −10.1% | +36.1% | +7.9% | +84.2% | +26.2% | +58.0pp |
| 2022 | −26.7% | +20.8% | +2.8% | −28.0% | −35.0% | −21.9% | +15.0% | +24.3% | −11.6% | +1.8% | −12.7% | −8.0% | −65.6% | −18.2% | −47.4pp |
| 2021 | +0.9% | −3.5% | −5.0% | +20.6% | −3.2% | +29.0% | +12.1% | +1.8% | −6.7% | +72.9% | −3.3% | −30.1% | +73.0% | +28.7% | +44.3pp |
| 2020 | +4.7% | +19.3% | +10.2% | +0.3% | +23.4% | +23.7% | +15.8% | −8.1% | +7.3% | +26.6% | +44.5% | +1.2% | +345.4% | +18.3% | +327.1pp |
| 2019 · part | — | — | — | — | — | — | — | — | — | −9.3% | +15.7% | −12.4% | −8.1% | +31.2% | −39.4pp |
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. NET 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.
