| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | RILY | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +79.0% | −22.8% | +13.5% | +17.3% | +8.6% | −13.8% | −12.8% | — | — | — | — | — | +50.1% | +9.3% | +40.8pp |
| 2025 | +0.3% | +38.7% | −39.4% | −24.3% | +4.1% | −2.6% | +80.8% | +2.5% | +8.6% | −16.4% | −13.2% | +7.6% | +1.7% | +17.7% | −16.0pp |
| 2024 | +11.6% | −21.7% | +18.1% | +62.5% | −29.2% | −26.4% | +8.8% | −74.4% | +6.8% | +12.3% | −0.7% | −21.6% | −77.3% | +24.9% | −102.2pp |
| 2023 | +24.9% | −6.9% | −26.8% | +11.0% | +18.3% | +27.1% | +20.8% | −6.0% | −19.9% | −11.7% | −46.8% | +14.1% | −30.8% | +26.2% | −57.0pp |
| 2022 | −30.7% | −3.3% | +19.4% | −35.4% | +22.9% | −22.3% | +22.0% | −1.7% | −10.5% | −8.6% | +10.4% | −22.1% | −58.4% | −18.2% | −40.3pp |
| 2021 | +9.0% | +36.6% | −9.7% | +26.4% | +6.8% | +2.5% | −10.5% | −2.3% | −9.9% | +21.4% | +9.4% | +14.8% | +123.3% | +28.7% | +94.5pp |
| 2020 | +6.5% | −11.8% | −21.2% | +8.0% | −2.1% | +13.2% | +17.2% | +5.2% | −6.4% | +4.7% | +39.5% | +22.4% | +82.8% | +18.3% | +64.4pp |
| 2019 | +7.4% | +12.2% | −1.6% | +8.6% | +9.8% | +5.2% | −9.6% | +14.0% | +11.6% | +19.2% | +4.4% | −13.8% | +83.7% | +31.2% | +52.4pp |
| 2018 | +3.6% | −1.3% | +6.3% | +5.9% | +3.3% | +6.4% | −2.9% | +6.0% | −1.1% | −15.0% | −4.7% | −21.8% | −18.6% | −4.6% | −14.1pp |
| 2017 | +2.2% | −18.3% | −0.9% | +0.3% | +1.2% | +23.3% | +4.9% | −15.0% | +4.0% | −2.3% | +8.8% | +0.6% | +2.4% | +21.7% | −19.3pp |
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. RILY 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 ⓘ | 11 | 11 | 11 | 11 | 11 | 11 | 11 | 11 | 11 | 11 | 11 | 11 |
| Positive ⓘ | 82% | 27% | 45% | 82% | 73% | 55% | 55% | 55% | 45% | 36% | 64% | 64% |
| Median | +6.5% | −3.3% | −0.9% | +8.0% | +4.1% | +2.5% | +4.9% | +2.5% | −1.1% | −2.3% | +4.4% | +0.6% |
| Best | +79.0% | +38.7% | +19.4% | +62.5% | +22.9% | +27.1% | +80.8% | +14.0% | +40.3% | +21.4% | +39.5% | +22.4% |
| Worst | −30.7% | −22.8% | −39.4% | −35.4% | −29.2% | −26.4% | −12.8% | −74.4% | −19.9% | −16.4% | −46.8% | −22.1% |
| vs SPY ⓘ | +3.8pp | −0.7pp | −1.1pp | +4.5pp | +0.8pp | −1.8pp | +2.8pp | +0.5pp | +0.2pp | −4.7pp | +1.8pp | +1.8pp |
132 monthly observations across 2015–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
