| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | REAL | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −7.0% | −16.4% | −25.9% | +30.9% | −18.9% | +22.3% | +1.0% | — | — | — | — | — | −24.5% | +9.3% | −33.9pp |
| 2025 | −12.7% | −28.5% | −21.0% | +7.6% | −2.6% | −15.2% | +9.8% | +45.1% | +39.3% | +14.9% | +18.6% | +9.0% | +44.4% | +17.7% | +26.7pp |
| 2024 | −4.5% | −7.8% | +120.9% | −2.3% | +12.8% | −26.0% | +17.2% | −29.4% | +18.9% | −7.6% | +102.8% | +85.9% | +443.8% | +24.9% | +418.9pp |
| 2023 | +46.4% | −26.2% | −6.7% | −11.1% | +13.8% | +74.1% | +23.4% | −4.0% | −19.8% | −35.1% | +65.0% | −11.1% | +60.8% | +26.2% | +34.6pp |
| 2022 | −18.6% | −5.7% | −18.5% | −25.3% | −39.5% | −24.1% | −6.4% | −8.2% | −29.9% | +12.7% | −11.8% | −16.1% | −89.2% | −18.2% | −71.1pp |
| 2021 | +21.2% | +7.9% | −11.4% | +9.5% | −29.5% | +13.1% | −16.4% | −24.7% | +5.9% | −1.1% | +19.5% | −25.4% | −40.6% | +28.7% | −69.3pp |
| 2020 | −23.2% | −3.3% | −49.9% | +67.5% | +14.2% | −4.6% | +6.6% | +17.7% | −9.9% | −13.0% | +10.0% | +41.1% | +3.7% | +18.3% | −14.7pp |
| 2019 · part | — | — | — | — | — | — | −15.1% | −46.8% | +71.1% | +3.4% | −25.6% | +9.6% | −34.8% | +31.2% | −66.0pp |
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. REAL 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 ⓘ | 7 | 7 | 7 | 7 | 7 | 7 | 8 | 7 | 7 | 7 | 7 | 7 |
| Positive ⓘ | 29% | 14% | 14% | 57% | 43% | 43% | 63% | 29% | 57% | 43% | 71% | 57% |
| Median | −7.0% | −7.8% | −18.5% | +7.6% | −2.6% | −4.6% | +3.8% | −8.2% | +5.9% | −1.1% | +18.6% | +9.0% |
| Best | +46.4% | +7.9% | +120.9% | +67.5% | +14.2% | +74.1% | +23.4% | +45.1% | +71.1% | +14.9% | +102.8% | +85.9% |
| Worst | −23.2% | −28.5% | −49.9% | −25.3% | −39.5% | −26.0% | −16.4% | −46.8% | −29.9% | −35.1% | −25.6% | −25.4% |
| vs SPY ⓘ | −8.5pp | −13.0pp | −15.9pp | +4.2pp | −8.9pp | −6.4pp | +1.2pp | −4.1pp | +10.6pp | −6.8pp | +18.4pp | +6.7pp |
85 monthly observations across 2019–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
