| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | RELY | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −4.2% | +26.3% | −6.2% | +39.7% | −8.5% | +11.9% | +4.6% | — | — | — | — | — | +69.9% | +9.3% | +60.6pp |
| 2025 | +4.1% | +2.1% | −13.3% | −2.8% | +5.6% | −12.1% | −12.1% | +12.3% | −12.0% | −1.6% | −15.6% | +1.9% | −38.9% | +17.7% | −56.6pp |
| 2024 | −11.7% | +20.3% | +0.6% | −14.0% | −27.1% | −6.7% | +9.0% | +3.3% | −1.9% | +34.3% | +14.3% | +9.8% | +16.2% | +24.9% | −8.7pp |
| 2023 | +5.3% | +21.3% | +15.9% | −0.9% | +9.2% | +2.6% | +2.4% | +30.4% | +0.3% | +6.8% | −20.0% | −9.8% | +69.6% | +26.2% | +43.4pp |
| 2022 | −41.0% | −10.0% | −9.9% | +12.5% | −1.4% | −30.0% | +24.4% | +15.4% | +1.1% | +4.5% | −10.0% | +9.5% | −44.5% | −18.2% | −26.3pp |
| 2021 | — | — | — | — | — | — | — | — | +8354.3% | −16.6% | −21.4% | −14.3% | +4650.1% | +28.7% | +4621.3pp |
| 2017 · part | −11.5% | −5.6% | −44.1% | −8.8% | +7.7% | +3.6% | +1.7% | −42.4% | +5.9% | −2.8% | −75.2% | — | −92.9% | +21.7% | −114.6pp |
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. RELY 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 | 8 | 8 | 8 | 8 | 8 | 7 | 8 | 8 | 8 | 7 |
| Positive ⓘ | 29% | 71% | 38% | 50% | 50% | 63% | 88% | 57% | 50% | 50% | 38% | 57% |
| Median | −11.5% | +9.8% | −8.0% | +0.4% | +2.1% | +2.6% | +2.1% | +3.3% | −0.8% | +1.5% | −12.8% | +1.9% |
| Best | +5.3% | +26.3% | +23.8% | +39.7% | +50.3% | +14.7% | +24.4% | +30.4% | +8354.3% | +34.3% | +14.3% | +9.8% |
| Worst | −41.0% | −10.0% | −44.1% | −14.0% | −27.1% | −30.0% | −12.1% | −42.4% | −12.0% | −16.6% | −75.2% | −21.9% |
| vs SPY ⓘ | −13.3pp | +9.9pp | −5.2pp | −0.4pp | −1.1pp | −0.5pp | −0.6pp | +1.0pp | −0.1pp | −3.8pp | −15.6pp | +1.8pp |
92 monthly observations across 2015–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
