| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | NWGL | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +1.4% | −9.7% | −35.3% | +13.6% | −13.7% | −66.0% | −17.3% | — | — | — | — | — | −83.7% | +7.5% | −91.2pp |
| 2025 | +8.5% | +5.5% | −3.0% | +9.2% | +13.3% | −42.5% | +14.8% | +29.0% | +0.0% | +6.5% | −4.1% | +0.7% | +20.3% | +17.7% | +2.6pp |
| 2024 | +5.8% | +127.8% | −23.6% | −74.5% | −39.7% | −25.2% | +11.9% | −17.0% | −0.5% | −9.7% | −3.5% | −13.2% | −85.3% | +24.9% | −110.1pp |
| 2023 · part | — | — | — | — | — | — | — | — | — | +9.1% | −5.2% | −22.3% | −19.7% | +26.2% | −45.9pp |
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. NWGL 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 ⓘ | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 2 | 2 | 3 | 3 | 3 |
| Positive ⓘ | 100% | 67% | 0% | 67% | 33% | 0% | 67% | 50% | 0% | 67% | 0% | 33% |
| Median | +5.8% | +5.5% | −23.6% | +9.2% | −13.7% | −42.5% | +11.9% | +6.0% | −0.3% | +6.5% | −4.1% | −13.2% |
| Best | +8.5% | +127.8% | −3.0% | +13.6% | +13.3% | −25.2% | +14.8% | +29.0% | +0.0% | +9.1% | −3.5% | +0.7% |
| Worst | +1.4% | −9.7% | −35.3% | −74.5% | −39.7% | −66.0% | −17.3% | −17.0% | −0.5% | −9.7% | −5.2% | −22.3% |
| vs SPY ⓘ | +4.2pp | +6.7pp | −26.9pp | +3.1pp | −19.0pp | −47.6pp | +10.7pp | +3.8pp | −3.1pp | +4.1pp | −9.5pp | −10.8pp |
34 monthly observations across 2023–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
