| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | NXT | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +34.4% | −10.2% | +14.7% | −1.2% | +31.3% | −23.8% | −18.7% | — | — | — | — | — | +11.2% | +9.3% | +1.9pp |
| 2025 | +38.5% | −13.9% | −3.2% | −3.7% | +39.6% | −4.1% | +7.2% | +15.4% | +10.0% | +36.8% | −9.5% | −4.9% | +138.5% | +17.7% | +120.7pp |
| 2024 | −3.4% | +24.2% | +0.1% | −24.0% | +28.9% | −15.0% | +4.8% | −17.2% | −7.8% | +6.2% | −4.2% | −4.3% | −22.0% | +24.9% | −46.9pp |
| 2023 · part | — | — | +19.1% | −13.2% | +21.5% | +4.1% | +6.4% | −0.5% | −4.7% | −13.4% | +16.9% | +15.3% | +53.9% | +26.2% | +27.7pp |
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. NXT 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 | 4 | 4 | 4 | 4 | 4 | 3 | 3 | 3 | 3 | 3 |
| Positive ⓘ | 67% | 33% | 75% | 0% | 100% | 25% | 75% | 33% | 33% | 67% | 33% | 33% |
| Median | +34.4% | −10.2% | +7.4% | −8.4% | +30.1% | −9.6% | +5.6% | −0.5% | −4.7% | +6.2% | −4.2% | −4.3% |
| Best | +38.5% | +24.2% | +19.1% | −1.2% | +39.6% | +4.1% | +7.2% | +15.4% | +10.0% | +36.8% | +16.9% | +15.3% |
| Worst | −3.4% | −13.9% | −3.2% | −24.0% | +21.5% | −23.8% | −18.7% | −17.2% | −7.8% | −13.4% | −9.5% | −4.9% |
| vs SPY ⓘ | +32.9pp | −9.4pp | +8.9pp | −13.2pp | +24.9pp | −13.9pp | +3.4pp | +1.1pp | +0.1pp | +7.1pp | −9.7pp | −1.9pp |
41 monthly observations across 2023–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
