| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ORMP | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +26.8% | +1.5% | −0.6% | +14.1% | +2.3% | +21.2% | −17.5% | — | — | — | — | — | +49.4% | +7.5% | +41.9pp |
| 2025 | −7.4% | −6.7% | +2.4% | +8.4% | +0.9% | −3.8% | −4.4% | +2.3% | +20.0% | −9.5% | +19.2% | +0.0% | +17.8% | +17.7% | +0.0pp |
| 2024 | +29.7% | +9.8% | −11.2% | −20.5% | −6.0% | +17.9% | −0.8% | −6.3% | +2.1% | −2.5% | −0.4% | +2.1% | +4.8% | +24.9% | −20.1pp |
| 2023 | −83.5% | +5.5% | +3.8% | +4.1% | +78.0% | −11.4% | −5.3% | −3.2% | −20.4% | −29.9% | +21.3% | +4.1% | −80.8% | +26.2% | −107.0pp |
| 2022 | −37.3% | +15.0% | −16.0% | −40.6% | −9.9% | −1.1% | +91.7% | −2.5% | −24.3% | +9.7% | +18.8% | +42.4% | −15.8% | −18.2% | +2.4pp |
| 2021 | +71.2% | +22.7% | +14.0% | +4.9% | +8.1% | +16.1% | +6.1% | +38.7% | +11.7% | +6.5% | −17.9% | −25.7% | +236.8% | +28.7% | +208.1pp |
| 2020 | +1.6% | −22.0% | −25.5% | +1.6% | +1.6% | +12.4% | +4.0% | −4.9% | −25.2% | −3.1% | +68.4% | −0.5% | −17.7% | +18.3% | −36.0pp |
| 2019 | +5.0% | +1.6% | +13.8% | +0.8% | −18.3% | +19.7% | +1.9% | −9.3% | −3.9% | −0.3% | +38.7% | +16.8% | +71.7% | +31.2% | +40.4pp |
| 2018 | −9.6% | −10.9% | −10.2% | +3.7% | +17.2% | −6.1% | −28.1% | −7.3% | −1.6% | −13.3% | −3.3% | −26.5% | −66.7% | −4.6% | −62.1pp |
| 2017 | +7.0% | −7.6% | +1.7% | +26.0% | +5.2% | −4.7% | +3.9% | +7.2% | +14.8% | −0.1% | −7.9% | −1.5% | +47.1% | +21.7% | +25.4pp |
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. ORMP 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 ⓘ | 19 | 19 | 19 | 19 | 19 | 20 | 20 | 19 | 19 | 19 | 19 | 19 |
| Positive ⓘ | 63% | 53% | 42% | 79% | 63% | 40% | 45% | 32% | 47% | 21% | 47% | 37% |
| Median | +7.0% | +1.5% | −3.5% | +4.9% | +1.6% | −3.8% | −0.7% | −4.9% | −1.6% | −5.4% | +0.0% | −0.5% |
| Best | +86.6% | +75.8% | +40.9% | +30.2% | +78.0% | +21.2% | +91.7% | +38.7% | +20.3% | +20.7% | +68.4% | +85.9% |
| Worst | −83.5% | −32.7% | −25.5% | −40.6% | −18.3% | −34.8% | −28.1% | −14.7% | −25.2% | −29.9% | −17.9% | −26.5% |
| vs SPY ⓘ | +2.5pp | −1.7pp | −6.8pp | +3.2pp | −1.1pp | −1.7pp | −2.6pp | −2.6pp | −2.2pp | −6.4pp | −0.6pp | −2.7pp |
230 monthly observations across 2007–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
