| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SEV | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −65.3% | +46.3% | +21.6% | +4.3% | −9.9% | −1.6% | −27.3% | — | — | — | — | — | −58.5% | +9.3% | −67.9pp |
| 2025 | — | — | — | — | — | — | — | — | — | +20305.4% | −27.4% | −21.7% | +11494.6% | +17.7% | +11476.9pp |
| 2024 · part | — | — | — | — | — | — | — | — | +516.7% | — | — | — | +516.7% | +24.9% | +491.8pp |
| 2023 · part | +1.5% | −41.1% | −37.4% | −40.9% | −21.9% | +71.0% | −51.1% | −92.9% | −40.6% | — | — | — | −99.4% | +26.2% | −125.6pp |
| 2022 | −41.0% | −9.0% | +4.1% | −26.6% | −19.2% | −7.8% | +0.3% | −1.4% | −12.7% | −46.1% | −7.3% | −22.5% | −89.8% | −18.2% | −71.6pp |
| 2021 | — | — | — | — | — | — | — | — | — | — | — | −56.2% | −56.2% | +28.7% | −84.9pp |
| 2017 · part | +6.5% | +63.5% | −1.7% | −5.5% | +10.1% | −11.8% | +63.1% | +0.6% | −0.0% | +0.0% | — | — | +157.3% | +21.7% | +135.6pp |
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. SEV 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 ⓘ | 10 | 11 | 11 | 11 | 11 | 11 | 11 | 10 | 11 | 10 | 9 | 10 |
| Positive ⓘ | 60% | 55% | 64% | 55% | 36% | 18% | 55% | 10% | 36% | 40% | 33% | 30% |
| Median | +2.6% | +0.2% | +3.6% | +1.2% | −3.1% | −2.2% | +0.3% | −6.9% | −1.4% | −0.0% | −3.6% | −2.9% |
| Best | +28.2% | +63.5% | +35.5% | +25.5% | +51.5% | +71.0% | +63.1% | +0.6% | +516.7% | +20305.4% | +10.6% | +33.5% |
| Worst | −65.3% | −41.1% | −37.4% | −40.9% | −24.1% | −17.9% | −51.1% | −92.9% | −40.6% | −46.1% | −27.4% | −56.2% |
| vs SPY ⓘ | −0.2pp | −1.2pp | +0.3pp | −5.4pp | −0.8pp | −0.9pp | −5.3pp | −8.4pp | −2.1pp | −5.4pp | −4.2pp | −3.7pp |
126 monthly observations across 2010–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
