| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | QS | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −15.1% | −21.8% | −7.8% | +14.3% | +23.2% | −15.8% | −34.4% | — | — | — | — | — | −52.4% | +7.5% | −59.9pp |
| 2025 | −0.4% | −9.3% | −11.3% | −6.0% | +2.3% | +68.0% | +28.0% | −7.8% | +55.4% | +49.7% | −33.7% | −14.7% | +100.8% | +17.7% | +83.1pp |
| 2024 | −2.0% | −7.9% | +0.3% | −13.8% | +9.0% | −16.8% | +31.3% | −10.1% | −1.0% | −10.4% | +1.6% | −0.8% | −25.3% | +24.9% | −50.2pp |
| 2023 | +50.1% | +12.5% | −14.5% | −14.4% | −7.3% | +23.1% | +66.6% | −46.4% | −6.3% | −22.0% | +21.5% | +9.6% | +22.6% | +26.2% | −3.6pp |
| 2022 | −24.8% | −3.3% | +23.9% | −25.3% | −14.4% | −32.8% | +26.0% | +1.9% | −23.8% | −1.0% | −10.1% | −24.3% | −74.4% | −18.2% | −56.3pp |
| 2021 · part | — | — | −18.5% | −18.3% | −29.1% | +13.0% | −21.7% | −4.0% | +11.5% | +17.9% | −0.3% | −23.1% | −59.6% | +28.7% | −88.3pp |
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. QS 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 ⓘ | 20% | 20% | 33% | 17% | 50% | 50% | 67% | 20% | 40% | 40% | 40% | 20% |
| Median | −2.0% | −7.9% | −9.6% | −14.1% | −2.5% | −1.4% | +27.0% | −7.8% | −1.0% | −1.0% | −0.3% | −14.7% |
| Best | +50.1% | +12.5% | +23.9% | +14.3% | +23.2% | +68.0% | +66.6% | +1.9% | +55.4% | +49.7% | +21.5% | +9.6% |
| Worst | −24.8% | −21.8% | −18.5% | −25.3% | −29.1% | −32.8% | −34.4% | −46.4% | −23.8% | −22.0% | −33.7% | −24.3% |
| vs SPY ⓘ | −3.6pp | −8.0pp | −4.3pp | −12.9pp | −5.9pp | −2.0pp | +21.2pp | −9.8pp | −1.6pp | −9.1pp | −4.4pp | −14.8pp |
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.
