| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SOUB | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +2.4% | −6.0% | +0.7% | +33.1% | −24.3% | +0.0% | −14.2% | — | — | — | — | — | −16.3% | +9.3% | −25.6pp |
| 2025 | +1.3% | −6.6% | −20.4% | −8.0% | −7.7% | −12.1% | −0.4% | +0.0% | +2.3% | −6.4% | −32.9% | +7.0% | −61.5% | +17.7% | −79.2pp |
| 2024 | +8.7% | −1.6% | −3.3% | +0.0% | −2.5% | +0.3% | +16.1% | −1.0% | +2.5% | +4.7% | +6.7% | −1.3% | +31.5% | +24.9% | +6.6pp |
| 2023 | +4.6% | +5.4% | −5.9% | −7.0% | −5.9% | +1.8% | +4.4% | −0.8% | +0.0% | −3.1% | −2.1% | +1.8% | −7.5% | +26.2% | −33.7pp |
| 2022 | +0.0% | +0.0% | +0.0% | +0.0% | −2.9% | −10.0% | −4.9% | +4.0% | +0.9% | −1.4% | +4.7% | −2.1% | −11.9% | −18.2% | +6.3pp |
| 2021 | +4.2% | +16.9% | +0.0% | +20.2% | +5.0% | +2.9% | −5.2% | −0.0% | +1.6% | +0.0% | +4.6% | +2.9% | +63.9% | +28.7% | +35.2pp |
| 2020 | — | +0.0% | −19.0% | −2.6% | −3.3% | +3.8% | −1.7% | +8.5% | −2.3% | +1.2% | +41.7% | −13.9% | +1.7% | +18.3% | −16.7pp |
| 2019 · part | — | — | — | — | — | — | +1.7% | −1.6% | +3.3% | +0.5% | +0.8% | +11.4% | +16.7% | +31.2% | −14.6pp |
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. SOUB 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 ⓘ | 6 | 7 | 7 | 7 | 7 | 7 | 8 | 7 | 7 | 7 | 7 | 7 |
| Positive ⓘ | 100% | 29% | 29% | 29% | 14% | 57% | 38% | 29% | 71% | 43% | 71% | 57% |
| Median | +3.3% | +0.0% | −3.3% | +0.0% | −3.3% | +0.3% | −1.1% | −0.0% | +1.6% | +0.0% | +4.6% | +1.8% |
| Best | +8.7% | +16.9% | +0.7% | +33.1% | +5.0% | +3.8% | +16.1% | +8.5% | +3.3% | +4.7% | +41.7% | +11.4% |
| Worst | +0.0% | −6.6% | −20.4% | −8.0% | −24.3% | −12.1% | −14.2% | −1.6% | −2.3% | −6.4% | −32.9% | −13.9% |
| vs SPY ⓘ | +3.1pp | +3.0pp | −6.5pp | +4.0pp | −7.6pp | −1.7pp | −5.2pp | +0.0pp | +1.5pp | −1.7pp | −0.9pp | +1.1pp |
84 monthly observations across 2019–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
