| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ROC | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | — | +27.7% | +7.5% | −12.0% | −21.8% | +9.6% | −14.8% | — | — | — | — | — | −11.8% | +7.5% | −19.3pp |
| 2023 · part | +0.7% | +0.7% | +0.7% | +0.6% | −22.0% | −37.9% | — | — | — | — | — | — | −50.3% | +26.2% | −76.5pp |
| 2022 | — | — | −87.5% | +0.3% | +0.1% | +0.1% | +0.4% | +0.2% | −0.0% | +0.7% | +0.6% | +0.9% | −87.1% | −18.2% | −68.9pp |
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. ROC is on the price only (split-adjusted close; dividends NOT included) basis, SPY on the total return (splits + dividends) basis. THE TWO DIFFER: one series includes dividends and the other does not, so the Δ column flatters whichever one is on the total-return basis. Read it with that in mind — the bases are printed rather than silently reconciled.
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 ⓘ | 6 | 7 | 8 | 8 | 8 | 8 | 7 | 6 | 6 | 6 | 6 | 6 |
| Positive ⓘ | 83% | 100% | 63% | 63% | 38% | 38% | 71% | 50% | 33% | 67% | 67% | 83% |
| Median | +2.2% | +14.4% | +2.6% | +0.4% | −9.9% | −2.2% | +3.9% | −2.7% | −0.8% | +0.7% | +1.0% | +1.8% |
| Best | +28.3% | +27.7% | +11.0% | +15.3% | +7.5% | +9.6% | +28.7% | +7.1% | +21.7% | +36.7% | +12.5% | +7.8% |
| Worst | −4.7% | +0.7% | −87.5% | −12.0% | −22.0% | −37.9% | −14.8% | −15.7% | −33.9% | −5.5% | −3.2% | −11.6% |
| vs SPY ⓘ | +2.4pp | +10.6pp | −1.1pp | +2.9pp | −5.8pp | −2.6pp | +0.6pp | −2.0pp | −1.3pp | −0.7pp | −1.0pp | +1.9pp |
82 monthly observations across 2010–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
