| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ORGN | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −10.8% | −19.1% | −50.3% | +10.5% | −40.9% | −33.6% | −4.0% | — | — | — | — | — | −85.1% | +7.5% | −92.6pp |
| 2025 | −27.0% | −2.3% | −27.4% | +6.5% | −38.1% | +10.4% | +50.7% | −26.5% | −3.0% | +17.9% | −22.9% | −55.1% | −83.4% | +17.7% | −101.2pp |
| 2024 | −29.4% | +0.6% | −14.1% | +58.7% | +43.3% | −22.3% | −0.1% | +75.5% | −2.5% | −9.7% | −10.8% | +3.2% | +53.1% | +24.9% | +28.2pp |
| 2023 | +31.2% | −20.7% | −11.0% | −7.5% | +7.1% | +0.7% | +5.2% | −69.4% | −6.6% | −22.7% | −30.9% | +22.4% | −81.9% | +26.2% | −108.0pp |
| 2022 | −18.8% | −1.0% | +26.8% | −1.4% | +9.1% | −27.7% | +14.8% | +6.3% | −17.4% | +10.1% | −1.9% | −17.2% | −28.5% | −18.2% | −10.4pp |
| 2021 · part | — | — | — | — | — | — | −37.0% | +16.4% | −0.9% | −5.4% | +5.4% | −5.0% | −31.2% | +28.7% | −59.9pp |
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. ORGN 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 ⓘ | 5 | 5 | 5 | 5 | 5 | 5 | 6 | 5 | 5 | 5 | 5 | 5 |
| Positive ⓘ | 20% | 20% | 20% | 60% | 60% | 40% | 50% | 60% | 0% | 40% | 20% | 40% |
| Median | −18.8% | −2.3% | −14.1% | +6.5% | +7.1% | −22.3% | +2.5% | +6.3% | −3.0% | −5.4% | −10.8% | −5.0% |
| Best | +31.2% | +0.6% | +26.8% | +58.7% | +43.3% | +10.4% | +50.7% | +75.5% | −0.9% | +17.9% | +5.4% | +22.4% |
| Worst | −29.4% | −20.7% | −50.3% | −7.5% | −40.9% | −33.6% | −37.0% | −69.4% | −17.4% | −22.7% | −30.9% | −55.1% |
| vs SPY ⓘ | −13.5pp | −4.6pp | −17.4pp | +7.4pp | +6.6pp | −19.4pp | +0.3pp | +10.4pp | −4.6pp | −8.8pp | −16.8pp | −9.6pp |
61 monthly observations across 2021–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
