| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SMA | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +2.1% | +6.5% | −8.8% | +4.4% | −1.6% | +5.3% | +3.3% | — | — | — | — | — | +10.8% | +7.5% | +3.2pp |
| 2025 | — | — | — | +280.5% | +4.4% | −0.5% | −6.1% | +7.8% | +3.8% | −8.4% | −4.5% | −4.9% | +245.5% | +17.7% | +227.8pp |
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. SMA 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 ⓘ | 4 | 4 | 4 | 5 | 5 | 5 | 5 | 5 | 5 | 5 | 5 | 5 |
| Positive ⓘ | 50% | 50% | 25% | 80% | 60% | 60% | 40% | 60% | 80% | 20% | 40% | 80% |
| Median | −0.9% | +1.9% | −3.6% | +4.1% | +4.4% | +0.5% | −0.6% | +4.7% | +3.9% | −1.9% | −4.5% | +2.8% |
| Best | +2.1% | +8.8% | +9.8% | +280.5% | +8.9% | +10.9% | +3.4% | +20.1% | +9.4% | +17.7% | +21.1% | +7.9% |
| Worst | −6.0% | −3.6% | −8.8% | −17.9% | −21.7% | −9.8% | −9.7% | −13.5% | −7.3% | −8.4% | −13.9% | −4.9% |
| vs SPY ⓘ | −1.7pp | +0.2pp | −4.7pp | +1.2pp | −1.9pp | −1.6pp | −1.7pp | +0.7pp | +0.8pp | −5.4pp | −4.7pp | +1.0pp |
57 monthly observations across 2011–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
