| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SHIM | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +28.4% | −5.6% | +3.7% | +39.5% | −30.9% | +29.1% | −15.8% | — | — | — | — | — | +31.8% | +9.3% | +22.5pp |
| 2025 | +1.2% | −21.0% | −13.0% | −5.0% | −2.9% | +3.0% | +3.5% | +69.5% | −13.0% | −10.7% | +13.3% | +10.6% | +12.7% | +17.7% | −5.0pp |
| 2024 | −6.1% | −2.6% | −4.6% | −32.8% | −49.4% | −20.9% | +110.3% | −1.2% | −23.3% | −18.2% | +16.1% | +10.4% | −60.8% | +24.9% | −85.6pp |
| 2023 · part | — | — | — | — | — | — | — | — | — | — | — | +6.5% | +6.5% | +26.2% | −19.7pp |
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. SHIM 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 ⓘ | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 2 | 2 | 2 | 2 | 3 |
| Positive ⓘ | 67% | 0% | 33% | 33% | 0% | 67% | 67% | 50% | 0% | 0% | 100% | 100% |
| Median | +1.2% | −5.6% | −4.6% | −5.0% | −30.9% | +3.0% | +3.5% | +34.1% | −18.1% | −14.5% | +14.7% | +10.4% |
| Best | +28.4% | −2.6% | +3.7% | +39.5% | −2.9% | +29.1% | +110.3% | +69.5% | −13.0% | −10.7% | +16.1% | +10.6% |
| Worst | −6.1% | −21.0% | −13.0% | −32.8% | −49.4% | −20.9% | −15.8% | −1.2% | −23.3% | −18.2% | +13.3% | +6.5% |
| vs SPY ⓘ | −1.5pp | −7.8pp | −7.5pp | −4.1pp | −36.1pp | −2.1pp | +1.2pp | +31.9pp | −21.0pp | −15.2pp | +11.6pp | +10.5pp |
32 monthly observations across 2023–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
