| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SMOG | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +6.7% | +2.6% | −2.2% | +11.7% | −0.4% | −5.3% | −7.2% | — | — | — | — | — | +4.6% | +7.5% | −3.0pp |
| 2025 | +0.5% | +1.7% | +0.3% | +1.5% | +5.8% | +1.3% | +2.5% | +4.2% | +8.2% | +6.6% | −1.7% | −1.1% | +33.4% | +17.7% | +15.6pp |
| 2024 | −14.3% | +2.6% | +1.1% | −2.6% | +9.0% | −7.8% | +7.4% | −0.5% | +9.1% | −7.7% | −0.7% | −2.5% | −9.3% | +24.9% | −34.2pp |
| 2023 | +9.5% | −4.1% | +4.4% | −5.1% | −0.1% | +6.1% | +5.6% | −10.7% | −9.0% | −10.1% | +9.8% | +8.6% | +1.4% | +26.2% | −24.8pp |
| 2022 | −14.2% | +3.8% | +1.8% | −12.5% | +1.9% | −3.5% | +9.5% | −4.6% | −13.0% | −1.6% | +10.6% | −9.0% | −29.9% | −18.2% | −11.7pp |
| 2021 | +6.7% | −7.6% | −3.6% | −3.5% | −1.1% | +7.4% | −2.3% | +3.0% | −8.1% | +18.1% | −2.2% | −6.5% | −2.8% | +28.7% | −31.5pp |
| 2020 | +2.3% | −3.4% | −19.4% | +17.7% | +8.6% | +5.9% | +13.5% | +18.0% | +0.5% | +4.9% | +27.1% | +12.9% | +118.4% | +18.3% | +100.1pp |
| 2019 | +11.8% | +4.1% | −2.1% | +6.0% | −10.2% | +9.6% | +1.7% | −5.4% | +2.6% | +3.3% | +5.1% | +9.1% | +38.9% | +31.2% | +7.6pp |
| 2018 | +3.4% | −3.0% | −1.6% | +0.8% | +0.0% | −4.0% | +3.6% | +0.2% | −3.9% | −6.6% | +8.0% | −6.6% | −10.2% | −4.6% | −5.6pp |
| 2017 | +4.7% | +2.1% | +2.4% | +3.7% | +2.0% | +2.4% | +1.1% | −3.3% | +2.9% | +4.5% | −5.2% | +3.8% | +22.7% | +21.7% | +1.0pp |
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. SMOG 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 ⓘ | 19 | 19 | 19 | 19 | 19 | 20 | 20 | 19 | 19 | 19 | 19 | 19 |
| Positive ⓘ | 63% | 63% | 58% | 53% | 58% | 45% | 65% | 42% | 58% | 47% | 53% | 63% |
| Median | +2.3% | +1.6% | +1.1% | +0.8% | +1.9% | −2.1% | +2.4% | −1.1% | +0.7% | −0.2% | +0.1% | +3.8% |
| Best | +11.8% | +10.3% | +10.4% | +23.0% | +14.2% | +9.6% | +13.5% | +18.0% | +10.0% | +18.1% | +27.1% | +12.9% |
| Worst | −23.4% | −19.7% | −19.4% | −12.5% | −16.1% | −7.8% | −8.0% | −10.7% | −27.3% | −39.5% | −9.3% | −9.0% |
| vs SPY ⓘ | +1.3pp | +0.7pp | +0.7pp | +1.2pp | −0.5pp | −0.0pp | +0.0pp | −2.4pp | +0.7pp | −1.8pp | −1.6pp | +2.2pp |
230 monthly observations across 2007–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
