| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | OWNB | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +1.8% | −17.6% | −9.1% | +26.7% | +6.0% | −20.0% | −0.8% | — | — | — | — | — | −18.7% | +9.3% | −28.0pp |
| 2025 · part | — | — | — | +10.1% | +13.6% | +15.8% | +2.1% | −8.7% | +12.9% | +1.0% | −20.0% | −19.9% | −1.4% | +17.7% | −19.1pp |
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. OWNB 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 ⓘ | 1 | 1 | 1 | 2 | 2 | 2 | 2 | 1 | 1 | 1 | 1 | 1 |
| Positive ⓘ | 100% | 0% | 0% | 100% | 100% | 50% | 50% | 0% | 100% | 100% | 0% | 0% |
| Median | +1.8% | −17.6% | −9.1% | +18.4% | +9.8% | −2.1% | +0.7% | −8.7% | +12.9% | +1.0% | −20.0% | −19.9% |
| Best | +1.8% | −17.6% | −9.1% | +26.7% | +13.6% | +15.8% | +2.1% | −8.7% | +12.9% | +1.0% | −20.0% | −19.9% |
| Worst | +1.8% | −17.6% | −9.1% | +10.1% | +6.0% | −20.0% | −0.8% | −8.7% | +12.9% | +1.0% | −20.0% | −19.9% |
| vs SPY ⓘ | +0.3pp | −16.7pp | −4.1pp | +13.6pp | +4.0pp | −4.2pp | −0.2pp | −10.8pp | +9.3pp | −1.3pp | −20.2pp | −20.0pp |
16 monthly observations across 2025–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
