| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | OASC | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +2.4% | +2.1% | −3.2% | +10.4% | +3.2% | +5.9% | −4.8% | — | — | — | — | — | +16.1% | +7.5% | +8.6pp |
| 2025 | +3.2% | −5.3% | −7.0% | −3.6% | +5.4% | +3.8% | −0.0% | +8.2% | +1.4% | −0.6% | +3.4% | +0.9% | +8.9% | +17.7% | −8.8pp |
| 2024 · part | — | — | — | — | — | — | +11.6% | −1.3% | +0.8% | −2.0% | +8.8% | −7.8% | +9.3% | +24.9% | −15.6pp |
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. OASC 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 ⓘ | 2 | 2 | 2 | 2 | 2 | 2 | 3 | 2 | 2 | 2 | 2 | 2 |
| Positive ⓘ | 100% | 50% | 0% | 50% | 100% | 100% | 33% | 50% | 100% | 0% | 100% | 50% |
| Median | +2.8% | −1.6% | −5.1% | +3.4% | +4.3% | +4.8% | −0.0% | +3.4% | +1.1% | −1.3% | +6.1% | −3.4% |
| Best | +3.2% | +2.1% | −3.2% | +10.4% | +5.4% | +5.9% | +11.6% | +8.2% | +1.4% | −0.6% | +8.8% | +0.9% |
| Worst | +2.4% | −5.3% | −7.0% | −3.6% | +3.2% | +3.8% | −4.8% | −1.3% | +0.8% | −2.0% | +3.4% | −7.8% |
| vs SPY ⓘ | +0.7pp | −0.5pp | +0.1pp | −1.4pp | −1.5pp | +2.8pp | −2.3pp | +1.3pp | −1.7pp | −2.0pp | +3.0pp | −2.3pp |
25 monthly observations across 2024–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
