| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | POLA | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −6.6% | +0.0% | +25.0% | −6.7% | +13.2% | −12.1% | −17.7% | — | — | — | — | — | −10.8% | +7.5% | −18.3pp |
| 2025 | −10.6% | −2.8% | −12.9% | −15.3% | −13.2% | −2.3% | +15.5% | +2.5% | +61.2% | +14.5% | −38.7% | −28.3% | −47.8% | +17.7% | −65.5pp |
| 2024 | −6.7% | +0.5% | +45.3% | −33.7% | +19.2% | −9.0% | +12.1% | −11.6% | +20.6% | −9.8% | +0.1% | +6.3% | +12.3% | +24.9% | −12.5pp |
| 2023 | +34.1% | −6.9% | −18.0% | −14.4% | +19.5% | −3.0% | +0.0% | +9.2% | −22.4% | −27.9% | +2.5% | −50.3% | −68.4% | +26.2% | −94.6pp |
| 2022 | −17.3% | +6.8% | +1.3% | −21.2% | +15.5% | −7.9% | +18.3% | +5.0% | −25.8% | −5.9% | −4.5% | −41.9% | −64.0% | −18.2% | −45.8pp |
| 2021 | +309.6% | −34.3% | +8.1% | −19.4% | −13.7% | −3.0% | −23.2% | −8.2% | −16.2% | −8.3% | +13.2% | −37.7% | −25.0% | +28.7% | −53.8pp |
| 2020 | +27.3% | −15.7% | −51.6% | +24.5% | −14.6% | +277.2% | −41.3% | −43.0% | +90.4% | −7.0% | +66.7% | −2.6% | +100.6% | +18.3% | +82.3pp |
| 2019 | +2.9% | −2.4% | −7.0% | −3.4% | −7.0% | +2.7% | +6.0% | −19.6% | −11.4% | −6.7% | −16.7% | −2.5% | −50.7% | +31.2% | −81.9pp |
| 2018 | −11.0% | −6.5% | +19.7% | +19.2% | +4.7% | −1.9% | −1.3% | +2.8% | −17.4% | +11.1% | +2.8% | −17.4% | −3.6% | −4.6% | +1.0pp |
| 2017 | −7.3% | +5.1% | −4.8% | −35.8% | −2.6% | +2.3% | −1.1% | −11.4% | +3.0% | +10.0% | −5.1% | +0.2% | −44.0% | +21.7% | −65.7pp |
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. POLA 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 ⓘ | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 9 | 9 | 9 | 9 | 9 |
| Positive ⓘ | 40% | 30% | 50% | 20% | 50% | 30% | 40% | 44% | 44% | 33% | 56% | 22% |
| Median | −6.6% | −2.6% | −1.8% | −14.8% | +1.0% | −2.6% | −0.6% | −8.2% | −11.4% | −6.7% | +0.1% | −17.4% |
| Best | +309.6% | +6.8% | +45.3% | +24.5% | +19.5% | +277.2% | +18.3% | +9.2% | +90.4% | +14.5% | +66.7% | +6.3% |
| Worst | −17.3% | −34.3% | −51.6% | −35.8% | −14.6% | −12.1% | −41.3% | −43.0% | −25.8% | −27.9% | −38.7% | −50.3% |
| vs SPY ⓘ | −8.2pp | −3.6pp | −3.7pp | −15.2pp | +0.8pp | −4.7pp | −3.2pp | −11.2pp | −11.5pp | −8.9pp | −6.6pp | −8.6pp |
115 monthly observations across 2017–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
