| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | RSVR | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −0.3% | +18.8% | +9.1% | +2.8% | +2.6% | −4.2% | +8.9% | — | — | — | — | — | +42.3% | +9.3% | +32.9pp |
| 2025 | −8.2% | −5.8% | −2.6% | −1.7% | +4.0% | −1.7% | +3.5% | −0.8% | +3.3% | −6.6% | +0.3% | −0.7% | −16.4% | +17.7% | −34.1pp |
| 2024 | −1.8% | +3.1% | +9.8% | +12.9% | −10.2% | −1.7% | +0.8% | −2.5% | +4.5% | +2.7% | +13.3% | −4.1% | +26.9% | +24.9% | +2.0pp |
| 2023 | +17.9% | −4.0% | −3.6% | +1.8% | −2.0% | −7.5% | −9.3% | −0.2% | +11.9% | −7.7% | +7.5% | +17.9% | +19.4% | +26.2% | −6.7pp |
| 2022 | −17.8% | +10.5% | +36.9% | −5.3% | −19.9% | −12.6% | −0.3% | +0.8% | −25.5% | +18.9% | +9.0% | −5.5% | −24.5% | −18.2% | −6.4pp |
| 2021 · part | — | — | — | — | — | — | — | −0.2% | +1.4% | −5.8% | −13.2% | +6.2% | −12.1% | +28.7% | −40.8pp |
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. RSVR 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 ⓘ | 5 | 5 | 5 | 5 | 5 | 5 | 5 | 5 | 5 | 5 | 5 | 5 |
| Positive ⓘ | 20% | 60% | 60% | 60% | 40% | 0% | 60% | 20% | 80% | 40% | 80% | 40% |
| Median | −1.8% | +3.1% | +9.1% | +1.8% | −2.0% | −4.2% | +0.8% | −0.2% | +3.3% | −5.8% | +7.5% | −0.7% |
| Best | +17.9% | +18.8% | +36.9% | +12.9% | +4.0% | −1.7% | +8.9% | +0.8% | +11.9% | +18.9% | +13.3% | +17.9% |
| Worst | −17.8% | −5.8% | −3.6% | −5.3% | −19.9% | −12.6% | −9.3% | −2.5% | −25.5% | −7.7% | −13.2% | −5.5% |
| vs SPY ⓘ | −3.4pp | −1.5pp | +6.6pp | +0.2pp | −2.7pp | −5.3pp | −0.5pp | −2.8pp | +2.4pp | −5.5pp | +0.1pp | +0.2pp |
60 monthly observations across 2021–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
