| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | OSTX | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −2.9% | +8.1% | −4.1% | +20.6% | +25.9% | −11.2% | −17.9% | — | — | — | — | — | +11.4% | +9.3% | +2.1pp |
| 2025 | −57.0% | −10.3% | −6.7% | +31.8% | −24.6% | +22.9% | −5.3% | +34.3% | −18.0% | −5.1% | −3.8% | −21.8% | −67.3% | +17.7% | −85.0pp |
| 2024 · part | — | — | — | — | — | — | — | — | −32.4% | −6.4% | −18.3% | +100.0% | +3.4% | +24.9% | −21.5pp |
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. OSTX 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 ⓘ | 2 | 2 | 2 | 2 | 2 | 2 | 2 | 1 | 2 | 2 | 2 | 2 |
| Positive ⓘ | 0% | 50% | 0% | 100% | 50% | 50% | 0% | 100% | 0% | 0% | 0% | 50% |
| Median | −29.9% | −1.1% | −5.4% | +26.2% | +0.6% | +5.8% | −11.6% | +34.3% | −25.2% | −5.8% | −11.0% | +39.1% |
| Best | −2.9% | +8.1% | −4.1% | +31.8% | +25.9% | +22.9% | −5.3% | +34.3% | −18.0% | −5.1% | −3.8% | +100.0% |
| Worst | −57.0% | −10.3% | −6.7% | +20.6% | −24.6% | −11.2% | −17.9% | +34.3% | −32.4% | −6.4% | −18.3% | −21.8% |
| vs SPY ⓘ | −32.0pp | −0.1pp | −0.1pp | +21.4pp | −5.1pp | +3.8pp | −12.4pp | +32.2pp | −28.0pp | −6.5pp | −14.1pp | +40.3pp |
23 monthly observations across 2024–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
