Insufficient history for the 200-day moving average (154 bars).
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SOEZ | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −5.6% | −29.8% | +1.5% | +1.1% | +2.3% | −12.4% | +0.8% | — | — | — | — | — | −38.6% | +7.5% | −46.1pp |
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. SOEZ 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 ⓘ | 1 | 1 | 1 | 1 | 1 | 1 | 1 | — | — | — | — | — |
| Positive ⓘ | 0% | 0% | 100% | 100% | 100% | 0% | 100% | — | — | — | — | — |
| Median | −5.6% | −29.8% | +1.5% | +1.1% | +2.3% | −12.4% | +0.8% | — | — | — | — | — |
| Best | −5.6% | −29.8% | +1.5% | +1.1% | +2.3% | −12.4% | +0.8% | — | — | — | — | — |
| Worst | −5.6% | −29.8% | +1.5% | +1.1% | +2.3% | −12.4% | +0.8% | — | — | — | — | — |
| vs SPY ⓘ | −7.1pp | −29.0pp | +6.5pp | −9.4pp | −3.0pp | −11.3pp | +3.1pp | — | — | — | — | — |
7 monthly observations across 2026–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
