| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ORI | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −9.2% | +9.4% | −6.2% | +0.1% | −6.8% | +10.9% | +6.0% | — | — | — | — | — | +2.2% | +7.5% | −5.4pp |
| 2025 | +7.0% | +5.3% | +2.6% | −4.1% | +0.5% | +2.5% | −5.9% | +10.5% | +7.0% | −7.1% | +16.8% | −0.3% | +37.5% | +17.7% | +19.8pp |
| 2024 | −4.6% | +3.3% | +7.0% | −2.8% | +6.4% | −1.9% | +12.0% | +3.6% | −0.5% | −1.4% | +11.6% | −6.5% | +27.1% | +24.9% | +2.2pp |
| 2023 | +9.3% | −0.1% | −4.4% | +1.2% | −3.1% | +3.8% | +9.5% | −0.8% | −0.6% | +1.6% | +7.0% | +1.2% | +26.3% | +26.2% | +0.1pp |
| 2022 | +4.3% | +2.8% | −1.0% | −14.9% | +8.7% | −5.6% | +4.1% | −0.9% | −4.2% | +10.9% | +5.6% | −0.5% | +6.7% | −18.2% | +24.9pp |
| 2021 | −3.3% | +6.8% | +14.2% | +12.7% | +6.7% | −4.3% | −1.0% | +6.3% | −5.4% | +11.7% | −7.2% | +3.5% | +44.9% | +28.7% | +16.2pp |
| 2020 | +0.8% | −12.5% | −21.9% | +4.6% | −2.3% | +5.9% | −1.5% | +0.2% | −7.3% | +10.4% | +10.1% | +11.3% | −7.6% | +18.3% | −26.0pp |
| 2019 | −2.0% | +3.5% | +1.3% | +6.9% | −1.4% | +2.4% | +1.9% | +2.4% | +6.3% | −5.2% | +1.0% | +0.1% | +17.8% | +31.2% | −13.5pp |
| 2018 | +5.6% | −6.8% | +8.1% | −4.9% | +2.8% | −4.2% | +7.0% | +5.0% | +0.9% | −1.5% | +2.3% | −8.0% | +4.8% | −4.6% | +9.4pp |
| 2017 | +9.5% | −0.4% | −0.2% | +1.0% | −4.4% | −0.3% | +0.5% | −1.7% | +3.1% | +3.0% | +3.4% | +2.9% | +16.9% | +21.7% | −4.8pp |
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. ORI 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 ⓘ | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 |
| Positive ⓘ | 48% | 62% | 62% | 62% | 57% | 38% | 57% | 57% | 62% | 48% | 76% | 67% |
| Median | −2.0% | +2.2% | +2.6% | +1.0% | +1.1% | −1.9% | +0.5% | +0.2% | +3.0% | −0.9% | +3.4% | +1.5% |
| Best | +9.5% | +9.9% | +21.4% | +18.4% | +9.2% | +10.9% | +12.3% | +15.2% | +18.5% | +15.3% | +16.8% | +18.4% |
| Worst | −13.4% | −12.5% | −21.9% | −14.9% | −7.7% | −20.4% | −13.6% | −6.1% | −8.7% | −27.8% | −7.2% | −8.0% |
| vs SPY ⓘ | −0.0pp | +0.3pp | +1.3pp | −0.0pp | +0.3pp | −2.7pp | −3.2pp | +1.3pp | +1.1pp | −0.5pp | −0.3pp | +1.0pp |
252 monthly observations across 2005–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
