| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | OTM.WA | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +5.3% | +9.1% | −5.6% | +10.2% | −2.5% | −8.9% | −5.8% | — | — | — | — | — | +0.0% | +7.5% | −7.5pp |
| 2025 | −4.3% | +0.0% | +4.5% | −1.9% | +10.7% | +10.6% | +1.2% | +12.2% | −14.0% | −0.4% | −3.7% | +0.0% | +12.4% | +17.7% | −5.3pp |
| 2024 | +3.1% | +2.0% | +14.6% | −2.6% | +26.6% | +31.0% | −15.1% | −4.7% | −23.9% | +5.1% | −8.1% | −7.5% | +7.2% | +24.9% | −17.7pp |
| 2023 | +19.6% | −7.7% | −7.1% | +11.1% | +5.0% | +5.4% | −1.1% | −1.1% | +11.6% | −7.3% | +1.7% | +7.1% | +38.8% | +26.2% | +12.6pp |
| 2022 | +0.6% | −14.8% | +16.7% | −3.7% | −11.0% | −27.7% | +22.6% | +2.3% | −2.6% | −5.7% | +4.0% | +8.1% | −19.7% | −18.2% | −1.5pp |
| 2021 | +15.4% | +25.1% | −1.6% | +12.5% | +16.3% | +23.6% | −16.5% | −8.6% | +27.7% | +3.2% | −11.8% | +1.7% | +107.1% | +28.7% | +78.4pp |
| 2020 | +6.3% | −2.9% | −19.7% | +28.3% | +6.6% | +9.7% | −8.8% | −6.2% | −8.1% | −3.2% | +43.0% | −2.3% | +32.0% | +18.3% | +13.7pp |
| 2019 | +5.9% | +15.6% | −0.5% | −10.6% | +3.8% | +6.3% | −21.6% | +0.0% | −6.3% | +3.3% | −11.6% | −6.6% | −24.7% | +31.2% | −55.9pp |
| 2018 | +12.5% | −18.6% | −1.0% | +0.0% | −20.7% | −9.3% | −1.5% | +2.6% | −5.1% | +1.6% | −5.8% | −5.0% | −43.2% | −4.6% | −38.6pp |
| 2017 | +28.7% | +21.8% | −10.6% | −3.8% | −0.2% | −2.5% | +10.7% | +2.8% | −10.5% | −0.5% | −17.6% | −2.4% | +6.7% | +21.7% | −15.0pp |
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. OTM.WA 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.
