| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SIRI | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +1.8% | +9.3% | +5.1% | +16.7% | +10.7% | +0.1% | +10.3% | — | — | — | — | — | +66.7% | +7.5% | +59.2pp |
| 2025 | +5.3% | +1.8% | −6.8% | −5.0% | +2.5% | +6.0% | −8.1% | +13.4% | −1.5% | −6.8% | −0.8% | −5.9% | −8.0% | +17.7% | −25.7pp |
| 2024 | −6.9% | −12.7% | −12.2% | −24.2% | −3.2% | +0.4% | +21.9% | −3.8% | −28.1% | +12.7% | +2.2% | −15.4% | −56.9% | +24.9% | −81.8pp |
| 2023 | −0.9% | −23.8% | −9.6% | −4.3% | −5.7% | +27.2% | +12.6% | −13.3% | +2.7% | −5.3% | +9.9% | +16.9% | −4.3% | +26.2% | −30.5pp |
| 2022 | +0.2% | +0.9% | +7.5% | −9.4% | +7.0% | −4.2% | +9.0% | −8.5% | −6.2% | +5.8% | +7.9% | −10.0% | −3.2% | −18.2% | +15.0pp |
| 2021 | −1.7% | −6.3% | +4.1% | +0.2% | +2.7% | +4.6% | −1.1% | −2.9% | −2.7% | −0.2% | +0.5% | +4.1% | +0.8% | +28.7% | −28.0pp |
| 2020 | −1.1% | −10.2% | −22.1% | +19.6% | −1.3% | +0.9% | +0.2% | +0.1% | −8.7% | +6.9% | +13.6% | −1.8% | −10.1% | +18.3% | −28.4pp |
| 2019 | +2.1% | +1.9% | −4.4% | +2.5% | −8.4% | +5.1% | +12.2% | −1.2% | +1.4% | +7.4% | +4.1% | +2.4% | +26.2% | +31.2% | −5.0pp |
| 2018 | +14.0% | +3.0% | −0.6% | +1.4% | +12.4% | −4.6% | +3.7% | +1.3% | −11.0% | −4.7% | +3.7% | −8.3% | +7.3% | −4.6% | +11.8pp |
| 2017 | +6.1% | +8.1% | +1.2% | −3.9% | +6.3% | +4.2% | +7.1% | −1.7% | −4.0% | −1.4% | +1.3% | −2.5% | +21.4% | +21.7% | −0.3pp |
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. SIRI 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.
