| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | PCT | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +11.3% | −34.0% | −17.7% | +44.1% | +65.6% | −34.5% | −27.0% | — | — | — | — | — | −31.1% | +9.3% | −40.4pp |
| 2025 | −9.2% | +10.6% | −32.8% | −3.0% | +41.7% | +44.1% | −2.1% | +6.6% | −8.0% | −11.9% | −24.0% | −2.4% | −16.2% | +17.7% | −33.9pp |
| 2024 | −3.2% | +47.7% | +7.4% | −24.9% | +11.1% | +14.1% | +30.2% | −20.9% | +55.7% | +37.1% | +2.1% | −22.9% | +153.1% | +24.9% | +128.2pp |
| 2023 | +24.0% | −23.9% | +9.7% | −6.1% | +4.9% | +55.2% | +10.8% | −24.6% | −37.2% | −20.7% | −9.2% | +0.2% | −40.1% | +26.2% | −66.3pp |
| 2022 | — | — | — | — | — | — | — | — | — | −13.6% | −16.1% | −2.6% | −29.4% | −18.2% | −11.2pp |
| 2021 | +9.7% | +35.7% | +6.3% | +1.3% | −32.5% | +35.8% | −37.4% | −0.7% | −9.7% | +0.8% | −8.1% | −22.2% | −40.7% | +28.7% | −69.4pp |
| 2020 · part | — | — | — | — | — | — | −1.2% | +0.2% | +0.5% | −0.7% | +13.2% | +44.3% | +61.3% | +18.3% | +43.0pp |
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. PCT 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 | 6 | 5 | 5 | 6 | 6 | 6 |
| Positive ⓘ | 60% | 60% | 60% | 40% | 80% | 80% | 33% | 40% | 40% | 33% | 33% | 33% |
| Median | +9.7% | +10.6% | +6.3% | −3.0% | +11.1% | +35.8% | −1.7% | −0.7% | −8.0% | −6.3% | −8.7% | −2.5% |
| Best | +24.0% | +47.7% | +9.7% | +44.1% | +65.6% | +55.2% | +30.2% | +6.6% | +55.7% | +37.1% | +13.2% | +44.3% |
| Worst | −9.2% | −34.0% | −32.8% | −24.9% | −32.5% | −34.5% | −37.4% | −24.6% | −37.2% | −20.7% | −24.0% | −22.9% |
| vs SPY ⓘ | +9.8pp | +11.9pp | +1.7pp | −4.0pp | +6.1pp | +33.5pp | −5.8pp | −6.8pp | −5.1pp | −10.3pp | −12.8pp | −3.4pp |
64 monthly observations across 2020–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
