| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | REMYY | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +10.4% | +3.8% | −12.5% | +8.9% | −0.4% | +5.8% | +12.9% | — | — | — | — | — | +29.9% | +7.5% | +22.3pp |
| 2025 | −5.3% | −7.5% | −10.9% | +14.7% | −0.0% | −5.6% | +21.0% | +3.0% | −12.0% | −7.8% | −8.3% | −6.2% | −26.6% | +17.7% | −44.3pp |
| 2024 | −20.2% | +4.3% | −4.6% | −6.4% | −2.1% | −9.9% | −2.8% | +3.1% | −4.8% | −19.5% | −2.1% | −2.2% | −51.8% | +24.9% | −76.7pp |
| 2023 | +12.1% | −6.7% | +3.8% | −5.7% | −11.2% | +5.1% | +6.6% | −9.7% | −19.1% | −7.2% | +4.5% | +7.4% | −22.4% | +26.2% | −48.6pp |
| 2022 | −15.3% | −8.4% | +7.0% | −3.4% | −7.3% | −5.0% | +14.7% | −6.1% | −11.0% | −8.3% | +14.2% | −2.7% | −31.1% | −18.2% | −12.9pp |
| 2021 | −1.1% | +2.4% | −3.6% | +9.2% | +3.4% | −0.9% | +5.9% | −8.8% | −0.9% | +1.7% | +18.1% | +5.0% | +32.0% | +28.7% | +3.3pp |
| 2020 | −14.3% | −4.6% | +11.2% | +3.3% | +4.7% | +12.4% | +19.3% | +4.3% | +11.1% | −7.9% | +3.4% | +6.7% | +55.1% | +18.3% | +36.8pp |
| 2019 | +2.9% | +10.9% | +4.6% | −1.3% | +4.7% | +3.8% | +4.7% | +0.5% | −9.9% | −1.3% | −1.4% | −5.3% | +11.9% | +31.2% | −19.4pp |
| 2018 | −3.3% | +2.2% | +5.6% | −3.5% | +6.1% | −13.6% | +6.9% | +4.9% | −8.1% | −7.6% | −2.1% | −4.5% | −17.9% | −4.6% | −13.3pp |
| 2017 | +8.1% | −1.2% | +7.2% | +6.8% | +5.4% | +10.1% | +0.3% | +0.3% | +2.1% | +9.8% | −0.9% | +6.9% | +69.4% | +21.7% | +47.7pp |
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. REMYY 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.
