| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | OMQS | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −17.7% | +22.4% | −25.0% | −1.0% | +8.9% | −12.6% | +8.6% | — | — | — | — | — | −22.7% | +7.5% | −30.2pp |
| 2025 | +65.2% | −38.2% | −27.5% | −49.6% | −5.3% | −6.3% | +58.5% | +20.9% | −17.4% | +78.9% | −5.8% | −15.7% | −25.5% | +17.7% | −43.3pp |
| 2024 | −15.6% | −15.8% | +15.8% | −30.6% | −4.3% | −9.8% | −50.1% | +28.1% | −20.7% | +5.4% | −10.6% | +18.4% | −72.1% | +24.9% | −97.0pp |
| 2023 | +14.5% | +4.8% | −7.4% | +18.8% | −10.2% | −21.9% | −12.6% | −40.5% | −23.3% | −60.6% | +4.1% | −1.5% | −85.1% | +26.2% | −111.3pp |
| 2022 | +5.2% | −23.4% | +35.1% | +0.8% | −9.6% | −10.4% | +40.0% | −13.4% | −10.4% | +0.2% | −11.4% | −17.6% | −29.4% | −18.2% | −11.2pp |
| 2021 | −14.7% | +86.0% | +24.8% | −13.0% | −3.2% | +31.0% | −23.2% | +17.2% | +2.5% | −3.9% | −17.9% | −22.8% | +22.6% | +28.7% | −6.1pp |
| 2020 | +14.0% | −3.5% | −13.6% | +15.8% | +13.6% | +3.0% | −17.7% | +3.8% | −4.5% | −2.5% | −5.1% | +3.7% | +0.8% | +18.3% | −17.5pp |
| 2019 | +190.9% | −25.2% | −12.3% | +14.3% | −37.5% | +40.0% | −97.1% | +4.2% | −13.6% | −7.5% | +16.3% | +7.5% | −94.3% | +31.2% | −125.5pp |
| 2018 | −10.6% | +17.9% | +162.6% | +11.2% | +15.6% | −10.2% | −11.7% | −9.4% | +0.0% | +22.9% | −25.4% | +0.0% | +134.0% | −4.6% | +138.6pp |
| 2017 | +28.8% | +0.0% | +5.9% | +11.1% | −21.0% | +2.5% | +19.8% | +23.7% | +20.8% | −8.3% | −36.1% | +10.6% | +42.4% | +21.7% | +20.7pp |
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. OMQS 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.
