| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | OAIM | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +5.2% | +6.9% | −7.5% | +7.4% | +2.3% | +1.1% | −7.4% | — | — | — | — | — | +7.0% | +7.5% | −0.5pp |
| 2025 | +2.6% | −0.2% | +1.5% | +3.8% | +5.9% | +4.0% | −0.3% | +2.5% | +3.0% | +0.5% | −1.0% | +4.4% | +30.1% | +17.7% | +12.4pp |
| 2024 | −0.5% | +3.5% | +2.5% | −2.0% | +3.3% | −0.9% | +2.0% | +2.9% | +1.7% | −3.7% | +0.4% | −1.1% | +8.2% | +24.9% | −16.7pp |
| 2023 | +10.5% | −2.9% | +3.8% | +0.7% | −1.4% | +5.0% | +3.0% | −3.8% | −6.2% | −4.4% | +8.2% | +5.0% | +17.0% | +26.2% | −9.2pp |
| 2022 · part | — | — | — | — | — | — | — | — | — | +4.6% | +11.2% | −0.9% | +15.3% | −18.2% | +33.4pp |
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. OAIM 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 ⓘ | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 3 | 3 | 4 | 4 | 4 |
| Positive ⓘ | 75% | 50% | 75% | 75% | 75% | 75% | 50% | 67% | 67% | 50% | 75% | 50% |
| Median | +3.9% | +1.7% | +2.0% | +2.2% | +2.8% | +2.5% | +0.8% | +2.5% | +1.7% | −1.6% | +4.3% | +1.7% |
| Best | +10.5% | +6.9% | +3.8% | +7.4% | +5.9% | +5.0% | +3.0% | +2.9% | +3.0% | +4.6% | +11.2% | +5.0% |
| Worst | −0.5% | −2.9% | −7.5% | −2.0% | −1.4% | −0.9% | −7.4% | −3.8% | −6.2% | −4.4% | −1.0% | −1.1% |
| vs SPY ⓘ | +1.8pp | +0.4pp | −0.3pp | +0.6pp | −1.8pp | −1.3pp | −1.5pp | +0.5pp | −0.5pp | −2.5pp | −1.0pp | +2.8pp |
46 monthly observations across 2022–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
