| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SONY | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −13.7% | +4.3% | −10.0% | −2.9% | +7.4% | −7.0% | +13.5% | — | — | — | — | — | −10.8% | +7.5% | −18.3pp |
| 2025 | +4.0% | +13.8% | +1.7% | +2.4% | +1.5% | −1.3% | −6.6% | +13.2% | +4.9% | −3.1% | +5.2% | −12.8% | +21.7% | +17.7% | +3.9pp |
| 2024 | +3.2% | −12.2% | +0.3% | −3.7% | −0.3% | +3.2% | +4.3% | +10.1% | −0.7% | −8.9% | +13.9% | +5.5% | +12.5% | +24.9% | −12.4pp |
| 2023 | +17.3% | −6.6% | +8.8% | −1.1% | +4.5% | −3.9% | +4.0% | −11.1% | −0.6% | +0.8% | +3.5% | +10.2% | +25.0% | +26.2% | −1.2pp |
| 2022 | −11.7% | −8.2% | +0.4% | −16.2% | +9.3% | −13.1% | +4.4% | −7.1% | −19.0% | +5.3% | +23.1% | −8.2% | −39.3% | −18.2% | −21.1pp |
| 2021 · part | — | — | — | — | −0.5% | −2.4% | +7.3% | −0.8% | +7.1% | +4.7% | +5.2% | +3.7% | +26.5% | +28.7% | −2.2pp |
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. SONY 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 ⓘ | 5 | 5 | 5 | 5 | 6 | 6 | 6 | 5 | 5 | 5 | 5 | 5 |
| Positive ⓘ | 60% | 40% | 80% | 20% | 67% | 17% | 83% | 40% | 40% | 60% | 100% | 60% |
| Median | +3.2% | −6.6% | +0.4% | −2.9% | +3.0% | −3.2% | +4.4% | −0.8% | −0.6% | +0.8% | +5.2% | +3.7% |
| Best | +17.3% | +13.8% | +8.8% | +2.4% | +9.3% | +3.2% | +13.5% | +13.2% | +7.1% | +5.3% | +23.1% | +10.2% |
| Worst | −13.7% | −12.2% | −10.0% | −16.2% | −0.5% | −13.1% | −6.6% | −11.1% | −19.0% | −8.9% | +3.5% | −12.8% |
| vs SPY ⓘ | +1.3pp | −4.1pp | −3.0pp | −2.7pp | +0.4pp | −5.4pp | +1.9pp | −3.0pp | +1.3pp | −2.8pp | +6.0pp | −0.9pp |
63 monthly observations across 2021–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
