| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SES | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +12.8% | −19.2% | −41.3% | +9.1% | +24.8% | −26.7% | −43.6% | — | — | — | — | — | −69.9% | +9.3% | −79.3pp |
| 2025 | −46.1% | −43.8% | −21.5% | +72.7% | +1.1% | −2.3% | +46.3% | −16.2% | +53.2% | +41.3% | −16.5% | −8.6% | −17.8% | +17.7% | −35.5pp |
| 2024 | −28.4% | +35.1% | −5.1% | −6.0% | −20.9% | +0.0% | −1.6% | −13.0% | −40.2% | −26.0% | −26.0% | +525.4% | +19.7% | +24.9% | −5.2pp |
| 2023 | +4.8% | −2.1% | −8.7% | −44.7% | −7.4% | +61.6% | +28.7% | −32.8% | +7.6% | −20.3% | +17.7% | −14.1% | −41.9% | +26.2% | −68.1pp |
| 2022 | — | — | +226.7% | −28.8% | +5.3% | −42.0% | +17.3% | +2.8% | +3.0% | +23.2% | −15.8% | −37.7% | +13.7% | −18.2% | +31.9pp |
| 2020 · part | +11.4% | −45.4% | −38.0% | +49.3% | −13.7% | — | — | — | — | — | — | — | −51.4% | +18.3% | −69.7pp |
| 2019 | −2.5% | −9.1% | −22.7% | −33.5% | +1.4% | −15.1% | +52.8% | −19.8% | −42.4% | +261.1% | −10.4% | +0.7% | −9.8% | +31.2% | −41.0pp |
| 2018 | −22.5% | +18.2% | +3.1% | +14.2% | +6.4% | +0.7% | −18.6% | −6.4% | −4.0% | −47.0% | +10.1% | −43.6% | −72.2% | −4.6% | −67.6pp |
| 2017 | −10.1% | −5.5% | +0.3% | −3.8% | −12.8% | −6.2% | −25.4% | −18.5% | +32.5% | −18.5% | −11.6% | −8.7% | −64.5% | +21.7% | −86.2pp |
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. SES 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 ⓘ | 8 | 8 | 9 | 9 | 9 | 8 | 8 | 8 | 8 | 8 | 8 | 8 |
| Positive ⓘ | 38% | 25% | 33% | 44% | 56% | 25% | 50% | 25% | 50% | 38% | 25% | 38% |
| Median | −6.3% | −7.3% | −8.7% | −3.8% | +1.1% | −4.3% | +7.9% | −14.6% | −0.5% | −18.4% | −11.0% | −8.7% |
| Best | +12.8% | +35.1% | +226.7% | +72.7% | +24.8% | +61.6% | +52.8% | +31.4% | +53.2% | +261.1% | +17.7% | +525.4% |
| Worst | −46.1% | −45.4% | −41.3% | −44.7% | −20.9% | −42.0% | −43.6% | −32.8% | −42.4% | −47.0% | −26.0% | −43.6% |
| vs SPY ⓘ | −11.2pp | −10.9pp | −12.4pp | −1.9pp | −5.2pp | −7.1pp | +2.6pp | −16.7pp | +3.8pp | −17.3pp | −14.4pp | −9.3pp |
99 monthly observations across 2016–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
