| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | OPAL | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −1.9% | −9.5% | +20.6% | −14.3% | +4.6% | −2.7% | −6.4% | — | — | — | — | — | −12.5% | +7.5% | −20.1pp |
| 2025 | −10.0% | −18.0% | −26.4% | −6.0% | +105.2% | −31.8% | −2.1% | −0.8% | −6.4% | +9.5% | +0.0% | −2.3% | −30.5% | +17.7% | −48.3pp |
| 2024 | −12.3% | −1.2% | +5.0% | −6.8% | +3.2% | −15.3% | +1.0% | −13.1% | +1.7% | +0.3% | +6.1% | −12.7% | −38.6% | +24.9% | −63.5pp |
| 2023 | +1.0% | +7.8% | −12.0% | +14.6% | −20.0% | +16.7% | +4.4% | −10.5% | +17.6% | −29.8% | −5.0% | +0.9% | −24.2% | +26.2% | −50.4pp |
| 2022 · part | — | — | — | — | — | — | — | +1.4% | −17.1% | +12.1% | +2.4% | −23.4% | −26.1% | −18.2% | −7.9pp |
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. OPAL 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 | 4 | 4 | 4 | 4 | 4 |
| Positive ⓘ | 25% | 25% | 50% | 25% | 75% | 25% | 50% | 25% | 50% | 75% | 50% | 25% |
| Median | −6.0% | −5.4% | −3.5% | −6.4% | +3.9% | −9.0% | −0.5% | −5.7% | −2.4% | +4.9% | +1.2% | −7.5% |
| Best | +1.0% | +7.8% | +20.6% | +14.6% | +105.2% | +16.7% | +4.4% | +1.4% | +17.6% | +12.1% | +6.1% | +0.9% |
| Worst | −12.3% | −18.0% | −26.4% | −14.3% | −20.0% | −31.8% | −6.4% | −13.1% | −17.1% | −29.8% | −5.0% | −23.4% |
| vs SPY ⓘ | −9.0pp | −7.6pp | −7.0pp | −3.9pp | −1.2pp | −10.2pp | −2.1pp | −5.9pp | −4.2pp | +2.6pp | −1.7pp | −7.0pp |
48 monthly observations across 2022–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
