| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SOGP | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +17.6% | +1.1% | +22.2% | +10.0% | −20.7% | −17.8% | +6.5% | — | — | — | — | — | +11.0% | +9.3% | +1.6pp |
| 2025 | +0.5% | +2.5% | −1.6% | −30.5% | −18.8% | +282.4% | −6.3% | +169.4% | +57.2% | −15.3% | −12.4% | −12.2% | +465.5% | +17.7% | +447.8pp |
| 2024 · part | — | +41.2% | −5.0% | −19.0% | −15.9% | −11.2% | +1.4% | −16.7% | +42.3% | −22.5% | −4.7% | +17.9% | −14.9% | +24.9% | −39.8pp |
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. SOGP 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 | 3 | 3 | 3 | 3 | 3 | 3 | 2 | 2 | 2 | 2 | 2 |
| Positive ⓘ | 100% | 100% | 33% | 33% | 0% | 33% | 67% | 50% | 100% | 0% | 0% | 50% |
| Median | +9.0% | +2.5% | −1.6% | −19.0% | −18.8% | −11.2% | +1.4% | +76.4% | +49.8% | −18.9% | −8.5% | +2.9% |
| Best | +17.6% | +41.2% | +22.2% | +10.0% | −15.9% | +282.4% | +6.5% | +169.4% | +57.2% | −15.3% | −4.7% | +17.9% |
| Worst | +0.5% | +1.1% | −5.0% | −30.5% | −20.7% | −17.8% | −6.3% | −16.7% | +42.3% | −22.5% | −12.4% | −12.2% |
| vs SPY ⓘ | +6.9pp | +3.8pp | +4.0pp | −15.0pp | −25.1pp | −14.7pp | +0.2pp | +74.2pp | +46.9pp | −19.6pp | −11.6pp | +4.0pp |
30 monthly observations across 2024–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
