| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | OOMA | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +0.2% | +5.2% | +17.7% | +12.2% | +8.1% | +8.9% | +11.6% | — | — | — | — | — | +82.8% | +9.3% | +73.4pp |
| 2025 | +2.2% | +0.1% | −9.0% | −6.6% | +11.6% | −5.5% | −11.8% | +13.5% | −7.2% | −6.3% | +0.1% | +4.4% | −16.6% | +17.7% | −34.3pp |
| 2024 | +0.8% | −5.7% | −16.4% | −17.2% | +22.4% | +14.9% | +4.7% | +0.0% | +9.5% | +5.0% | +23.7% | −5.0% | +31.0% | +24.9% | +6.1pp |
| 2023 | +5.5% | −8.9% | −4.4% | −1.7% | +8.3% | +12.4% | +0.2% | −6.1% | −7.7% | −16.1% | +6.3% | −7.5% | −21.2% | +26.2% | −47.4pp |
| 2022 | −11.7% | −7.3% | −10.3% | −14.3% | +9.3% | −15.7% | +0.8% | +1.4% | +1.7% | +32.0% | −3.0% | −13.5% | −33.4% | −18.2% | −15.2pp |
| 2021 | −6.5% | +17.3% | +0.3% | +4.3% | +17.4% | −2.8% | −1.6% | +2.4% | −2.1% | +24.1% | −18.6% | +8.7% | +41.9% | +28.7% | +13.2pp |
| 2020 | −0.8% | −2.3% | −7.0% | −2.3% | +7.5% | +31.4% | −8.1% | −9.9% | −4.3% | +8.1% | +10.6% | −7.8% | +8.8% | +18.3% | −9.5pp |
| 2019 | +8.9% | +7.9% | −18.8% | +1.9% | −14.4% | −9.3% | +24.3% | −4.1% | −16.8% | +9.1% | +22.3% | −4.7% | −4.7% | +31.2% | −35.9pp |
| 2018 | −14.2% | +3.9% | +2.3% | −2.3% | +11.3% | +19.4% | +13.8% | −0.6% | +3.8% | −9.4% | −0.7% | −7.1% | +16.2% | −4.6% | +20.7pp |
| 2017 | +7.2% | +5.2% | −2.0% | +20.1% | −29.3% | −5.3% | +3.8% | +18.1% | +7.7% | −0.5% | +5.2% | +8.1% | +32.8% | +21.7% | +11.1pp |
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. OOMA 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 ⓘ | 11 | 11 | 11 | 11 | 11 | 11 | 11 | 11 | 11 | 11 | 11 | 11 |
| Positive ⓘ | 64% | 55% | 27% | 45% | 73% | 55% | 73% | 45% | 45% | 55% | 64% | 27% |
| Median | +0.8% | +0.1% | −4.4% | −1.7% | +8.3% | +8.9% | +3.8% | +0.0% | −2.1% | +5.0% | +5.2% | −5.0% |
| Best | +8.9% | +17.3% | +17.7% | +20.1% | +22.4% | +31.4% | +24.3% | +18.1% | +9.5% | +32.0% | +23.7% | +8.7% |
| Worst | −14.2% | −11.2% | −18.8% | −17.2% | −29.3% | −15.7% | −11.8% | −14.0% | −21.2% | −16.1% | −18.6% | −18.1% |
| vs SPY ⓘ | −0.8pp | +1.3pp | −4.2pp | −2.8pp | +5.3pp | +5.9pp | +0.1pp | −2.3pp | +2.6pp | +5.9pp | −0.2pp | −5.3pp |
132 monthly observations across 2015–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
