| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SLE | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −26.4% | −26.5% | −6.8% | +2.7% | −9.2% | −13.9% | −7.1% | — | — | — | — | — | −62.4% | +7.5% | −69.9pp |
| 2025 | −2.8% | −36.5% | −38.3% | +47.7% | −43.8% | −40.6% | −7.2% | −21.6% | +33.2% | −67.3% | −38.1% | −32.9% | −97.5% | +17.7% | −115.2pp |
| 2024 | +33.6% | +18.7% | −10.8% | −35.8% | −12.3% | −33.9% | +65.0% | −13.6% | −45.4% | +64.0% | −45.1% | +10.3% | −59.4% | +24.9% | −84.3pp |
| 2023 · part | — | — | — | — | — | — | — | — | — | −33.9% | +51.3% | −12.6% | −12.6% | +26.2% | −38.8pp |
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. SLE 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.
