| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | QQQM | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +1.2% | −2.3% | −4.8% | +15.7% | +10.6% | −0.2% | −10.1% | — | — | — | — | — | +8.0% | +7.5% | +0.5pp |
| 2025 | +2.2% | −2.7% | −7.6% | +1.5% | +9.1% | +6.4% | +2.4% | +1.0% | +5.4% | +4.8% | −1.6% | −0.7% | +20.9% | +17.7% | +3.1pp |
| 2024 | +1.8% | +5.3% | +1.3% | −4.4% | +6.4% | +6.2% | −1.7% | +1.2% | +2.6% | −0.9% | +5.4% | +0.5% | +25.7% | +24.9% | +0.8pp |
| 2023 | +10.7% | −0.4% | +9.5% | +0.5% | +7.8% | +6.4% | +3.9% | −1.6% | −5.0% | −2.1% | +10.8% | +5.6% | +55.0% | +26.2% | +28.8pp |
| 2022 | −8.7% | −4.4% | +4.5% | −13.4% | −1.6% | −9.1% | +12.7% | −5.1% | −10.6% | +4.0% | +5.6% | −9.1% | −32.5% | −18.2% | −14.3pp |
| 2021 · part | — | — | +1.3% | +5.8% | −1.2% | +6.3% | +2.8% | +4.2% | −5.7% | +7.9% | +2.0% | +1.1% | +26.7% | +28.7% | −2.1pp |
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. QQQM 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 | 6 | 6 | 6 | 6 | 6 | 5 | 5 | 5 | 5 | 5 |
| Positive ⓘ | 80% | 20% | 67% | 67% | 67% | 67% | 67% | 60% | 40% | 60% | 80% | 60% |
| Median | +1.8% | −2.3% | +1.3% | +1.0% | +7.1% | +6.3% | +2.6% | +1.0% | −5.0% | +4.0% | +5.4% | +0.5% |
| Best | +10.7% | +5.3% | +9.5% | +15.7% | +10.6% | +6.4% | +12.7% | +4.2% | +5.4% | +7.9% | +10.8% | +5.6% |
| Worst | −8.7% | −4.4% | −7.6% | −13.4% | −1.6% | −9.1% | −10.1% | −5.1% | −10.6% | −2.1% | −1.6% | −9.1% |
| vs SPY ⓘ | −0.2pp | −1.4pp | −0.9pp | +0.1pp | +2.1pp | +1.0pp | +0.2pp | −1.0pp | −0.3pp | +0.1pp | +0.0pp | −0.7pp |
65 monthly observations across 2021–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
