| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SLS | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +0.0% | +30.8% | −14.2% | +17.0% | +88.1% | +58.5% | −30.3% | — | — | — | — | — | +172.9% | +9.3% | +163.6pp |
| 2025 | +55.8% | −27.2% | −8.5% | +43.5% | +10.3% | +28.1% | −27.4% | +20.8% | −16.1% | +13.0% | −11.0% | +132.7% | +262.5% | +17.7% | +244.8pp |
| 2024 | −39.6% | +57.8% | +0.0% | +22.8% | +13.7% | −15.6% | −2.5% | +11.2% | −3.1% | −5.6% | −4.2% | −8.0% | −1.9% | +24.9% | −26.8pp |
| 2023 | +40.7% | −49.1% | −15.4% | −1.4% | +22.0% | −8.7% | +4.5% | −10.4% | +11.6% | −40.9% | +7.2% | +1.9% | −55.1% | +26.2% | −81.3pp |
| 2022 | −3.4% | +14.2% | +9.5% | −59.3% | +12.1% | −26.9% | +14.8% | +19.5% | −34.0% | +131.7% | −48.9% | −1.3% | −57.3% | −18.2% | −39.1pp |
| 2021 | +5.0% | +33.3% | +5.0% | −7.7% | +51.8% | −7.2% | −22.9% | +8.5% | −1.4% | −5.1% | −22.4% | −18.0% | −4.8% | +28.7% | −33.5pp |
| 2020 | −35.1% | −25.4% | −16.8% | +46.2% | +35.6% | −14.6% | +21.5% | −39.9% | +23.8% | −3.4% | +45.7% | +55.8% | +35.1% | +18.3% | +16.8pp |
| 2019 | +18.7% | −4.8% | −26.6% | −2.4% | −49.5% | −77.6% | +51.1% | −17.9% | −13.3% | +4.1% | −27.0% | −6.5% | −93.0% | +31.2% | −124.2pp |
| 2018 | −17.5% | −24.6% | −29.6% | +63.5% | −8.2% | −34.0% | −66.4% | −6.1% | +13.0% | +0.0% | +46.7% | −31.3% | −84.4% | −4.6% | −79.8pp |
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. SLS 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 ⓘ | 9 | 9 | 9 | 9 | 9 | 9 | 9 | 8 | 8 | 8 | 8 | 8 |
| Positive ⓘ | 44% | 44% | 22% | 56% | 78% | 22% | 44% | 50% | 38% | 38% | 38% | 38% |
| Median | +0.0% | −4.8% | −14.2% | +17.0% | +13.7% | −14.6% | −2.5% | +1.2% | −2.3% | −1.7% | −7.6% | −3.9% |
| Best | +55.8% | +57.8% | +9.5% | +63.5% | +88.1% | +58.5% | +51.1% | +20.8% | +23.8% | +131.7% | +46.7% | +132.7% |
| Worst | −39.6% | −49.1% | −29.6% | −59.3% | −49.5% | −77.6% | −66.4% | −39.9% | −34.0% | −40.9% | −48.9% | −31.3% |
| vs SPY ⓘ | +1.8pp | −8.0pp | −4.3pp | +6.5pp | +11.9pp | −16.4pp | −3.7pp | −1.6pp | −1.0pp | +0.5pp | −10.7pp | −4.1pp |
103 monthly observations across 2018–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
