| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ORES.ST | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +1.7% | +17.7% | +5.5% | −1.4% | +8.7% | −9.9% | −4.3% | — | — | — | — | — | +16.7% | +7.5% | +9.1pp |
| 2025 | +10.0% | −4.7% | +1.2% | +5.4% | −1.6% | −0.9% | +10.8% | −5.5% | −1.8% | +2.2% | −1.2% | +2.4% | +15.9% | +17.7% | −1.8pp |
| 2024 | +4.9% | +2.7% | +2.1% | −3.5% | +12.4% | +1.0% | −0.2% | −0.6% | +3.2% | −8.5% | −1.6% | −3.0% | +7.7% | +24.9% | −17.2pp |
| 2023 | +16.2% | +3.0% | −8.1% | +3.7% | −12.0% | −2.1% | +0.2% | −1.0% | −6.3% | +4.1% | +2.9% | +7.9% | +5.7% | +26.2% | −20.5pp |
| 2022 | −1.8% | −11.7% | +1.9% | −6.2% | +4.4% | −18.2% | +10.5% | −4.0% | −3.0% | +13.7% | −5.2% | −0.9% | −22.2% | −18.2% | −4.0pp |
| 2021 | +0.2% | +1.6% | +10.1% | +9.2% | +2.6% | −3.0% | +17.6% | −3.1% | −15.5% | +4.3% | −2.4% | +2.0% | +21.9% | +28.7% | −6.9pp |
| 2020 | −1.3% | −2.1% | −17.4% | −2.3% | +1.9% | −1.0% | +12.0% | +6.2% | +4.1% | −5.9% | +4.6% | +1.0% | −3.2% | +18.3% | −21.6pp |
| 2019 | +7.1% | −4.2% | −0.6% | +2.1% | −3.2% | −1.9% | +0.2% | −0.3% | −3.3% | +7.3% | +1.6% | +4.8% | +9.0% | +31.2% | −22.3pp |
| 2018 | +7.8% | +2.0% | −11.7% | +8.4% | +2.0% | −5.8% | +15.7% | +0.8% | −3.5% | −1.8% | −3.2% | −3.9% | +3.8% | −4.6% | +8.4pp |
| 2017 | −0.7% | +1.7% | −2.6% | +11.4% | −5.9% | +1.3% | −7.0% | −5.0% | −0.4% | −2.6% | +0.8% | −1.3% | −10.9% | +21.7% | −32.6pp |
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. ORES.ST 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 ⓘ | 16 | 17 | 17 | 17 | 17 | 17 | 17 | 16 | 16 | 16 | 16 | 16 |
| Positive ⓘ | 69% | 65% | 59% | 53% | 59% | 18% | 76% | 38% | 38% | 69% | 50% | 69% |
| Median | +3.3% | +1.7% | +1.9% | +0.9% | +1.7% | −3.0% | +4.0% | −0.5% | −1.1% | +3.4% | −0.1% | +1.5% |
| Best | +17.9% | +17.7% | +20.4% | +11.4% | +12.4% | +1.8% | +17.6% | +14.3% | +9.5% | +13.7% | +10.5% | +8.3% |
| Worst | −7.0% | −11.7% | −17.4% | −8.8% | −15.5% | −18.2% | −7.0% | −18.3% | −15.5% | −8.5% | −5.2% | −3.9% |
| vs SPY ⓘ | +2.4pp | −1.2pp | −1.9pp | −0.1pp | +0.4pp | −6.0pp | +1.0pp | −1.1pp | −1.7pp | −0.1pp | −2.2pp | +1.4pp |
198 monthly observations across 2010–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
