| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SF | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −1.5% | −9.9% | +0.3% | +6.6% | −11.0% | −0.1% | +17.4% | — | — | — | — | — | −0.9% | +7.5% | −8.5pp |
| 2025 | +9.2% | −8.3% | −10.8% | −9.1% | +10.0% | +10.7% | +10.0% | +1.0% | −1.2% | +4.4% | +3.0% | +3.0% | +20.1% | +17.7% | +2.3pp |
| 2024 | +5.5% | +4.6% | +3.0% | +2.2% | +0.8% | +5.0% | +5.4% | −0.6% | +7.0% | +10.4% | +11.8% | −8.1% | +56.4% | +24.9% | +31.5pp |
| 2023 | +15.5% | −0.3% | −11.6% | +1.5% | −6.8% | +7.4% | +6.5% | +2.9% | −5.5% | −7.2% | +7.7% | +13.3% | +21.2% | +26.2% | −4.9pp |
| 2022 | +6.4% | −1.5% | −7.6% | −8.9% | +4.2% | −12.7% | +6.8% | −0.3% | −12.5% | +19.2% | +4.3% | −9.2% | −15.6% | −18.2% | +2.6pp |
| 2021 | +2.7% | +18.2% | +4.9% | +8.0% | +0.3% | −6.4% | +2.6% | +4.1% | −1.6% | +7.2% | −2.4% | −0.8% | +40.8% | +28.7% | +12.1pp |
| 2020 | +6.7% | −15.6% | −24.2% | +7.3% | +8.1% | −0.6% | +2.2% | +4.9% | −0.3% | +15.6% | +18.8% | +9.2% | +26.3% | +18.3% | +8.0pp |
| 2019 | +15.6% | +14.0% | −3.1% | +13.1% | −9.9% | +10.1% | +1.3% | −10.4% | +7.4% | −2.4% | +11.9% | −3.0% | +48.0% | +31.2% | +16.8pp |
| 2018 | +13.4% | −5.2% | −7.3% | −1.6% | +1.1% | −11.1% | +5.5% | +1.6% | −8.3% | −10.8% | +5.8% | −14.2% | −29.9% | −4.6% | −25.3pp |
| 2017 | +0.8% | +7.2% | −7.0% | −2.6% | −12.8% | +7.9% | +10.6% | −5.9% | +12.0% | −0.8% | +6.2% | +5.9% | +19.7% | +21.7% | −2.0pp |
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. SF 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.
