| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | OVH.PA | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +37.3% | −7.4% | −1.6% | +14.1% | +36.6% | +1.1% | +3.2% | — | — | — | — | — | +103.6% | +7.5% | +96.0pp |
| 2025 | −5.7% | −11.5% | +3.0% | +56.1% | +19.7% | −0.7% | −24.1% | −3.5% | +20.5% | −33.7% | +4.1% | −13.9% | −16.4% | +17.7% | −34.2pp |
| 2024 | +15.4% | −4.5% | +1.9% | −31.0% | −32.0% | +28.5% | +2.2% | +3.5% | +10.2% | +28.2% | −2.5% | +2.6% | +1.3% | +24.9% | −23.6pp |
| 2023 | −4.0% | −6.9% | −19.4% | −17.2% | +6.2% | −6.5% | +8.5% | −8.5% | −8.4% | −21.8% | +31.2% | −2.3% | −46.1% | +26.2% | −72.3pp |
| 2022 | −6.7% | −5.2% | +3.9% | −9.3% | −10.6% | −8.5% | −7.5% | −20.4% | −19.7% | +28.6% | +2.3% | +18.8% | −37.1% | −18.2% | −18.9pp |
| 2021 · part | — | — | — | — | — | — | — | — | — | — | +0.8% | +25.0% | +26.0% | +28.7% | −2.7pp |
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. OVH.PA 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 | 5 | 4 | 4 | 4 | 5 | 5 |
| Positive ⓘ | 40% | 0% | 60% | 40% | 60% | 40% | 60% | 25% | 50% | 50% | 80% | 60% |
| Median | −4.0% | −6.9% | +1.9% | −9.3% | +6.2% | −0.7% | +2.2% | −6.0% | +0.9% | +3.2% | +2.3% | +2.6% |
| Best | +37.3% | −4.5% | +3.9% | +56.1% | +36.6% | +28.5% | +8.5% | +3.5% | +20.5% | +28.6% | +31.2% | +25.0% |
| Worst | −6.7% | −11.5% | −19.4% | −31.0% | −32.0% | −8.5% | −24.1% | −20.4% | −19.7% | −33.7% | −2.5% | −13.9% |
| vs SPY ⓘ | −1.4pp | −6.5pp | +0.1pp | −0.5pp | +5.7pp | −0.3pp | +1.0pp | −6.2pp | +2.2pp | +0.4pp | +1.6pp | +5.1pp |
57 monthly observations across 2021–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
