| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | REAX | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −3.0% | −25.1% | −5.7% | −16.0% | −14.3% | +1.1% | −9.3% | — | — | — | — | — | −54.8% | +7.5% | −62.3pp |
| 2025 | +11.3% | +0.8% | −21.3% | +8.6% | −6.6% | +9.5% | −12.4% | +36.2% | −22.3% | −11.0% | +6.7% | −8.1% | −20.7% | +17.7% | −38.4pp |
| 2024 | +78.1% | +2.5% | +6.8% | +23.7% | +24.4% | −15.4% | +46.6% | +4.7% | −10.9% | −1.6% | −3.7% | −12.5% | +187.5% | +24.9% | +162.6pp |
| 2023 | +30.5% | +1.5% | −12.9% | −1.7% | +7.6% | +49.2% | −12.6% | +7.8% | −19.4% | −4.8% | +0.7% | +15.1% | +52.4% | +26.2% | +26.2pp |
| 2022 · part | — | — | — | — | — | — | — | — | — | — | −13.8% | −16.0% | −27.6% | −18.2% | −9.4pp |
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. REAX 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 ⓘ | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 3 | 3 | 3 | 4 | 4 |
| Positive ⓘ | 75% | 75% | 25% | 50% | 50% | 75% | 25% | 100% | 0% | 0% | 50% | 25% |
| Median | +20.9% | +1.1% | −9.3% | +3.5% | +0.5% | +5.3% | −10.9% | +7.8% | −19.4% | −4.8% | −1.5% | −10.3% |
| Best | +78.1% | +2.5% | +6.8% | +23.7% | +24.4% | +49.2% | +46.6% | +36.2% | −10.9% | −1.6% | +6.7% | +15.1% |
| Worst | −3.0% | −25.1% | −21.3% | −16.0% | −14.3% | −15.4% | −12.6% | +4.7% | −22.3% | −11.0% | −13.8% | −16.0% |
| vs SPY ⓘ | +16.4pp | −0.4pp | −8.2pp | +3.1pp | −2.9pp | +3.2pp | −10.9pp | +9.4pp | −14.7pp | −2.7pp | −9.0pp | −9.1pp |
45 monthly observations across 2022–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
