| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SEMI | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +2.6% | −2.8% | −5.5% | +19.9% | +13.0% | +3.7% | −15.1% | — | — | — | — | — | +12.4% | +7.5% | +4.9pp |
| 2025 | −0.5% | −4.3% | −9.7% | +2.5% | +11.5% | +10.1% | +4.3% | +0.3% | +7.7% | +6.1% | −3.0% | −0.3% | +24.9% | +17.7% | +7.2pp |
| 2024 | −1.2% | +7.0% | +6.0% | −2.5% | +8.7% | +2.7% | −3.1% | −2.6% | −0.1% | −2.1% | −1.4% | +4.3% | +15.9% | +24.9% | −9.0pp |
| 2023 | +14.7% | +0.3% | +4.7% | −8.5% | +13.2% | +6.3% | +5.3% | −4.9% | −5.9% | −9.5% | +16.2% | +10.6% | +45.4% | +26.2% | +19.2pp |
| 2022 | — | — | — | +44.3% | +6.0% | −17.0% | +17.1% | −6.9% | −12.4% | +2.4% | +16.2% | −9.4% | +30.7% | −18.2% | +48.9pp |
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. SEMI 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 ⓘ | 4 | 4 | 4 | 5 | 5 | 5 | 5 | 5 | 5 | 5 | 5 | 5 |
| Positive ⓘ | 50% | 50% | 50% | 60% | 100% | 80% | 60% | 40% | 20% | 60% | 60% | 40% |
| Median | +1.0% | −1.3% | −0.4% | +2.5% | +11.5% | +3.7% | +4.3% | −2.6% | −0.9% | +2.4% | +0.6% | −0.1% |
| Best | +14.7% | +7.0% | +6.0% | +44.3% | +13.2% | +10.1% | +17.1% | +78.1% | +7.7% | +6.1% | +16.2% | +10.6% |
| Worst | −1.2% | −4.3% | −9.7% | −8.5% | +6.0% | −17.0% | −15.1% | −6.9% | −12.4% | −9.5% | −3.0% | −9.4% |
| vs SPY ⓘ | −0.8pp | −0.1pp | +0.2pp | +3.4pp | +5.8pp | −0.2pp | +2.0pp | −2.8pp | −1.1pp | −1.2pp | −3.1pp | −0.4pp |
57 monthly observations across 2016–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
