| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SMCY | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −0.5% | +9.6% | −25.8% | +13.9% | +20.2% | −17.6% | −11.6% | — | — | — | — | — | −19.4% | +7.5% | −26.9pp |
| 2025 | −7.7% | +26.3% | −13.7% | −7.7% | +18.9% | +17.9% | +17.2% | −25.0% | +11.8% | +4.8% | −30.5% | −9.3% | −15.4% | +17.7% | −33.1pp |
| 2024 · part | — | — | — | — | — | — | — | — | — | −25.2% | −4.7% | −2.8% | −30.8% | +24.9% | −55.7pp |
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. SMCY 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 ⓘ | 2 | 2 | 2 | 2 | 2 | 2 | 2 | 1 | 1 | 2 | 2 | 2 |
| Positive ⓘ | 0% | 100% | 0% | 50% | 100% | 50% | 50% | 0% | 100% | 50% | 0% | 0% |
| Median | −4.1% | +17.9% | −19.8% | +3.1% | +19.5% | +0.1% | +2.8% | −25.0% | +11.8% | −10.2% | −17.6% | −6.1% |
| Best | −0.5% | +26.3% | −13.7% | +13.9% | +20.2% | +17.9% | +17.2% | −25.0% | +11.8% | +4.8% | −4.7% | −2.8% |
| Worst | −7.7% | +9.6% | −25.8% | −7.7% | +18.9% | −17.6% | −11.6% | −25.0% | +11.8% | −25.2% | −30.5% | −9.3% |
| vs SPY ⓘ | −6.2pp | +19.0pp | −14.5pp | −1.7pp | +13.8pp | −1.9pp | +2.8pp | −27.0pp | +8.3pp | −11.0pp | −20.7pp | −4.9pp |
22 monthly observations across 2024–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
