| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SLI | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −2.9% | +7.6% | −27.0% | +13.2% | +4.1% | −31.6% | −25.5% | — | — | — | — | — | −54.1% | +9.3% | −63.5pp |
| 2025 | +4.8% | −15.0% | −2.3% | +16.5% | +11.5% | +18.8% | +20.9% | +24.1% | +14.6% | +12.2% | +10.8% | +6.7% | +206.2% | +17.7% | +188.4pp |
| 2024 | −34.7% | −1.5% | −9.2% | +2.5% | +38.8% | −25.6% | +8.8% | −5.1% | +24.8% | +46.6% | −24.2% | −18.4% | −27.7% | +24.9% | −52.6pp |
| 2023 | +48.8% | −1.8% | −11.8% | −10.3% | +20.2% | +9.8% | +3.3% | −28.4% | −15.0% | −3.9% | −18.0% | −9.4% | −31.5% | +26.2% | −57.7pp |
| 2022 | −27.6% | −8.7% | +35.8% | −29.3% | −6.4% | −27.1% | +33.5% | −2.7% | −21.4% | −4.2% | +6.0% | −33.0% | −69.9% | −18.2% | −51.8pp |
| 2021 · part | — | — | — | — | — | — | — | −14.9% | +57.6% | +39.9% | −8.3% | −5.9% | +61.9% | +28.7% | +33.2pp |
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. SLI 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 | 5 | 5 | 5 | 5 | 5 | 5 |
| Positive ⓘ | 40% | 20% | 20% | 60% | 80% | 40% | 80% | 20% | 60% | 60% | 40% | 20% |
| Median | −2.9% | −1.8% | −9.2% | +2.5% | +11.5% | −25.6% | +8.8% | −5.1% | +14.6% | +12.2% | −8.3% | −9.4% |
| Best | +48.8% | +7.6% | +35.8% | +16.5% | +38.8% | +18.8% | +33.5% | +24.1% | +57.6% | +46.6% | +10.8% | +6.7% |
| Worst | −34.7% | −15.0% | −27.0% | −29.3% | −6.4% | −31.6% | −25.5% | −28.4% | −21.4% | −4.2% | −24.2% | −33.0% |
| vs SPY ⓘ | −4.4pp | −5.8pp | −12.5pp | +2.7pp | +5.2pp | −18.9pp | +7.6pp | −7.5pp | +11.1pp | +9.8pp | −7.5pp | −14.0pp |
60 monthly observations across 2021–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
