| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SPAI | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +12.5% | +9.2% | −25.4% | +15.2% | −3.6% | +2.4% | −14.3% | — | — | — | — | — | −10.8% | +7.5% | −18.4pp |
| 2025 | −35.5% | +57.1% | −43.9% | +46.2% | −17.5% | +4.8% | +33.1% | +83.1% | +4.8% | −10.3% | −20.0% | −17.5% | +8.6% | +17.7% | −9.1pp |
| 2024 · part | — | — | — | — | — | — | — | — | −32.0% | −22.1% | +92.9% | −11.8% | −9.9% | +24.9% | −34.8pp |
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. SPAI 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 | 2 | 2 | 2 | 2 | 2 | 2 | 1 | 2 | 2 | 2 | 2 |
| Positive ⓘ | 50% | 100% | 0% | 100% | 0% | 100% | 50% | 100% | 50% | 0% | 50% | 0% |
| Median | −11.5% | +33.1% | −34.7% | +30.7% | −10.6% | +3.6% | +9.4% | +83.1% | −13.6% | −16.2% | +36.4% | −14.6% |
| Best | +12.5% | +57.1% | −25.4% | +46.2% | −3.6% | +4.8% | +33.1% | +83.1% | +4.8% | −10.3% | +92.9% | −11.8% |
| Worst | −35.5% | +9.2% | −43.9% | +15.2% | −17.5% | +2.4% | −14.3% | +83.1% | −32.0% | −22.1% | −20.0% | −17.5% |
| vs SPY ⓘ | −13.6pp | +34.2pp | −29.4pp | +25.9pp | −16.3pp | +1.5pp | +9.4pp | +81.0pp | −16.4pp | −16.9pp | +33.4pp | −13.4pp |
23 monthly observations across 2024–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
