| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SLEEP.ST | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −5.8% | −31.2% | +2.0% | −6.8% | +60.0% | +0.0% | +1.8% | — | — | — | — | — | +0.4% | +7.5% | −7.1pp |
| 2025 | +10.4% | +11.1% | −0.4% | −27.9% | −0.3% | +3.3% | −4.1% | +0.0% | −4.6% | −19.0% | −0.4% | +10.1% | −26.5% | +17.7% | −44.2pp |
| 2024 | −9.6% | −5.4% | +10.6% | −0.2% | +10.5% | −2.1% | +11.9% | +1.2% | +7.4% | −7.8% | −2.2% | −7.4% | +3.8% | +24.9% | −21.1pp |
| 2023 | −8.7% | +5.2% | +1.2% | −4.8% | −7.5% | −16.4% | +2.3% | −1.9% | −10.3% | +28.6% | +6.6% | +20.2% | +6.3% | +26.2% | −19.9pp |
| 2022 | −3.0% | −15.8% | −9.2% | +12.7% | −12.1% | −6.4% | −6.8% | +21.1% | −25.5% | −6.8% | −13.0% | +44.0% | −32.5% | −18.2% | −14.3pp |
| 2021 · part | — | — | — | — | — | — | +3.9% | +6.9% | −17.8% | −0.7% | +1.5% | −7.2% | −14.7% | +28.7% | −43.4pp |
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. SLEEP.ST 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 ⓘ | 5 | 5 | 5 | 5 | 5 | 5 | 6 | 5 | 5 | 5 | 5 | 5 |
| Positive ⓘ | 20% | 40% | 60% | 20% | 40% | 20% | 67% | 60% | 20% | 20% | 40% | 60% |
| Median | −5.8% | −5.4% | +1.2% | −4.8% | −0.3% | −2.1% | +2.1% | +1.2% | −10.3% | −6.8% | −0.4% | +10.1% |
| Best | +10.4% | +11.1% | +10.6% | +12.7% | +60.0% | +3.3% | +11.9% | +21.1% | +7.4% | +28.6% | +6.6% | +44.0% |
| Worst | −9.6% | −31.2% | −9.2% | −27.9% | −12.1% | −16.4% | −6.8% | −1.9% | −25.5% | −19.0% | −13.0% | −7.4% |
| vs SPY ⓘ | −7.3pp | −10.7pp | +5.1pp | −6.4pp | −6.6pp | −1.9pp | +0.2pp | −0.3pp | −8.2pp | −7.7pp | −2.5pp | +10.0pp |
61 monthly observations across 2021–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
