| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | OGIG | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −9.4% | −9.9% | −4.9% | +6.4% | +11.5% | −8.0% | +4.0% | — | — | — | — | — | −11.9% | +9.3% | −21.3pp |
| 2025 | +8.5% | −3.7% | −9.3% | +4.8% | +10.8% | +5.9% | +1.6% | +0.2% | +5.4% | +0.6% | −8.1% | −0.9% | +14.4% | +17.7% | −3.3pp |
| 2024 | +0.3% | +6.0% | −1.2% | −3.5% | +0.3% | +6.1% | −3.9% | +4.0% | +6.2% | +1.7% | +11.4% | −3.0% | +26.0% | +24.9% | +1.1pp |
| 2023 | +13.8% | −3.4% | +7.7% | −5.3% | +12.2% | +4.7% | +8.0% | −5.4% | −5.5% | −3.1% | +15.2% | +5.8% | +50.2% | +26.2% | +24.1pp |
| 2022 | −14.8% | −5.8% | −4.8% | −17.6% | −8.8% | −4.2% | +6.8% | −0.3% | −12.0% | −1.7% | +0.8% | −3.3% | −50.6% | −18.2% | −32.5pp |
| 2021 | +4.2% | +1.3% | −9.0% | +4.9% | −3.2% | +7.8% | −4.3% | +3.6% | −6.4% | +6.3% | −7.4% | −5.5% | −9.3% | +28.7% | −38.0pp |
| 2020 · part | — | — | — | — | — | — | +7.0% | +11.3% | −2.3% | +2.0% | +13.2% | +6.6% | +43.3% | +18.3% | +25.0pp |
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. OGIG 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 ⓘ | 6 | 6 | 6 | 6 | 6 | 6 | 7 | 6 | 6 | 6 | 6 | 6 |
| Positive ⓘ | 67% | 33% | 17% | 50% | 67% | 67% | 71% | 67% | 33% | 67% | 67% | 33% |
| Median | +2.2% | −3.6% | −4.8% | +0.7% | +5.5% | +5.3% | +4.0% | +1.9% | −3.9% | +1.2% | +6.1% | −2.0% |
| Best | +13.8% | +6.0% | +7.7% | +6.4% | +12.2% | +7.8% | +8.0% | +11.3% | +6.2% | +6.3% | +15.2% | +6.6% |
| Worst | −14.8% | −9.9% | −9.3% | −17.6% | −8.8% | −8.0% | −4.3% | −5.4% | −12.0% | −3.1% | −8.1% | −5.5% |
| vs SPY ⓘ | +1.9pp | −2.0pp | −4.1pp | −2.3pp | +0.3pp | +1.7pp | −0.7pp | +1.1pp | +0.4pp | −0.8pp | −1.2pp | +0.3pp |
73 monthly observations across 2020–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
