| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SAR | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +3.6% | −1.0% | −4.6% | +7.7% | −2.4% | +0.2% | −15.0% | — | — | — | — | — | −12.3% | +7.5% | −19.8pp |
| 2025 | +4.4% | +4.1% | +0.5% | −2.7% | +2.7% | +1.1% | +0.4% | +4.7% | −3.5% | −6.8% | +4.4% | +1.5% | +10.5% | +17.7% | −7.2pp |
| 2024 | −10.5% | +2.0% | +1.3% | +1.7% | +0.6% | −1.4% | +3.0% | +0.8% | +1.5% | +1.1% | +9.6% | −2.7% | +6.1% | +24.9% | −18.8pp |
| 2023 | +5.7% | +2.2% | −5.7% | −3.3% | +15.0% | −1.5% | −0.4% | −3.8% | +2.1% | −8.7% | +11.7% | +1.4% | +12.9% | +26.2% | −13.3pp |
| 2022 | −5.1% | +0.4% | +1.1% | −6.2% | +3.9% | −8.0% | −1.7% | +3.0% | −12.7% | +9.3% | +16.2% | −0.8% | −3.8% | −18.2% | +14.4pp |
| 2021 | −0.3% | +11.0% | +9.7% | +0.0% | +0.9% | +5.2% | +0.7% | +6.1% | +2.0% | +0.4% | +0.2% | +1.7% | +43.5% | +28.7% | +14.8pp |
| 2020 | +6.5% | −13.7% | −49.8% | +45.9% | −9.6% | +4.1% | +9.3% | −0.8% | −2.0% | +6.0% | +24.3% | −5.8% | −16.4% | +18.3% | −34.8pp |
| 2019 | +15.0% | +0.7% | −3.3% | +12.5% | −1.7% | +0.2% | +1.9% | −0.0% | −1.7% | +1.1% | +0.4% | −0.6% | +25.4% | +31.2% | −5.8pp |
| 2018 | −7.5% | +5.6% | −4.8% | −1.2% | +10.8% | +21.5% | −12.7% | +2.8% | −7.1% | −9.4% | +5.5% | −9.8% | −11.0% | −4.6% | −6.5pp |
| 2017 | −0.0% | +10.4% | −4.7% | +0.6% | +1.4% | −5.6% | +3.9% | +1.2% | −2.0% | +4.4% | −0.8% | +0.3% | +8.5% | +21.7% | −13.2pp |
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. SAR 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.
