| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | REBN | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +26.8% | −5.3% | +10.1% | +25.4% | −18.6% | −24.9% | −7.3% | — | — | — | — | — | −6.0% | +9.3% | −15.4pp |
| 2025 | +98.8% | +38.2% | −19.1% | −29.3% | +0.8% | −3.4% | +8.3% | −4.7% | −6.9% | −24.6% | +9.2% | −25.9% | −10.2% | +17.7% | −28.0pp |
| 2024 | −23.2% | −56.3% | −19.0% | +14.1% | +168.6% | +83.4% | −37.4% | −21.8% | −12.6% | −40.3% | −38.1% | +50.7% | −63.6% | +24.9% | −88.5pp |
| 2023 | +26.8% | −4.9% | −6.0% | −3.1% | +0.0% | −12.2% | −1.1% | −21.4% | −10.3% | −26.1% | +91.4% | −26.8% | −30.5% | +26.2% | −56.7pp |
| 2022 · part | — | — | — | — | — | — | — | — | −29.8% | −39.7% | −16.9% | −11.1% | −68.7% | −18.2% | −50.6pp |
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. REBN 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 | 4 | 4 | 4 | 4 |
| Positive ⓘ | 75% | 25% | 25% | 50% | 50% | 25% | 25% | 0% | 0% | 0% | 50% | 25% |
| Median | +26.8% | −5.1% | −12.5% | +5.5% | +0.4% | −7.8% | −4.2% | −21.4% | −11.4% | −32.9% | −3.8% | −18.5% |
| Best | +98.8% | +38.2% | +10.1% | +25.4% | +168.6% | +83.4% | +8.3% | −4.7% | −6.9% | −24.6% | +91.4% | +50.7% |
| Worst | −23.2% | −56.3% | −19.1% | −29.3% | −18.6% | −24.9% | −37.4% | −21.8% | −29.8% | −40.3% | −38.1% | −26.8% |
| vs SPY ⓘ | +22.9pp | −3.4pp | −11.6pp | +5.1pp | −3.0pp | −13.6pp | −5.5pp | −19.8pp | −12.6pp | −33.2pp | −6.7pp | −15.6pp |
47 monthly observations across 2022–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
