| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SHLD | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +16.1% | −0.5% | −5.4% | −3.7% | −1.0% | −11.3% | +5.1% | — | — | — | — | — | −2.8% | +9.3% | −12.1pp |
| 2025 | +5.9% | +6.7% | +10.2% | +11.4% | +10.0% | +5.8% | +1.8% | +1.5% | +12.8% | −2.7% | −8.7% | +4.2% | +74.2% | +17.7% | +56.4pp |
| 2024 | +1.1% | +11.0% | +6.2% | −1.3% | +4.0% | −2.6% | +7.0% | +5.4% | −0.4% | +0.2% | +5.4% | −4.5% | +35.0% | +24.9% | +10.1pp |
| 2023 | — | — | — | — | — | — | — | — | −22.4% | +5.1% | +5.8% | +3.2% | −11.0% | +26.2% | −37.1pp |
| 2021 · part | — | — | +8.7% | +1.4% | +3.2% | −2.2% | +1.2% | −1.6% | −2.5% | +3.2% | — | — | +11.3% | +28.7% | −17.4pp |
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. SHLD 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 | 4 | 4 | 4 | 4 | 4 | 3 | 4 | 4 | 3 | 3 |
| Positive ⓘ | 100% | 67% | 75% | 50% | 75% | 25% | 100% | 67% | 25% | 75% | 67% | 67% |
| Median | +5.9% | +6.7% | +7.4% | +0.1% | +3.6% | −2.4% | +3.5% | +1.5% | −1.5% | +1.7% | +5.4% | +3.2% |
| Best | +16.1% | +11.0% | +10.2% | +11.4% | +10.0% | +5.8% | +7.0% | +5.4% | +12.8% | +5.1% | +5.8% | +4.2% |
| Worst | +1.1% | −0.5% | −5.4% | −3.7% | −1.0% | −11.3% | +1.2% | −1.6% | −22.4% | −2.7% | −8.7% | −4.5% |
| vs SPY ⓘ | +3.2pp | +5.8pp | +3.5pp | −0.5pp | +0.7pp | −5.3pp | +2.6pp | −0.5pp | −0.2pp | −1.3pp | −3.3pp | −1.4pp |
43 monthly observations across 2021–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
