| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SPIR | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +52.7% | −22.7% | +42.1% | +41.7% | +28.1% | −18.6% | −38.9% | — | — | — | — | — | +51.5% | +9.3% | +42.1pp |
| 2025 | +21.9% | −33.5% | −29.1% | +16.1% | +10.5% | +14.6% | −15.7% | −9.9% | +21.6% | −1.0% | −24.7% | −8.4% | −46.7% | +17.7% | −64.4pp |
| 2024 | −9.1% | +74.4% | −3.2% | −13.0% | −12.4% | +18.5% | +28.6% | −38.5% | +16.4% | −0.9% | +65.1% | −13.9% | +79.9% | +24.9% | +55.0pp |
| 2023 | +24.0% | −13.4% | −35.1% | +4.8% | +5.9% | −30.5% | +38.3% | −20.0% | +7.2% | −25.8% | +39.9% | +53.9% | +1.8% | +26.2% | −24.4pp |
| 2022 | — | — | — | — | — | — | −55.6% | −10.0% | −20.0% | +33.3% | −12.5% | −23.8% | −71.6% | −18.2% | −53.4pp |
| 2021 | — | — | — | — | — | — | — | +48292.0% | +30.1% | −54.7% | −24.7% | −20.8% | +16884.9% | +28.7% | +16856.2pp |
| 2020 · part | — | — | — | — | — | — | +98.7% | −32.9% | +0.0% | −84.0% | +1143.8% | — | +165.3% | +18.3% | +147.0pp |
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. SPIR is on the price only (split-adjusted close; dividends NOT included) basis, SPY on the total return (splits + dividends) basis. THE TWO DIFFER: one series includes dividends and the other does not, so the Δ column flatters whichever one is on the total-return basis. Read it with that in mind — the bases are printed rather than silently reconciled.
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 ⓘ | 4 | 4 | 4 | 4 | 4 | 4 | 6 | 6 | 6 | 6 | 6 | 5 |
| Positive ⓘ | 75% | 25% | 25% | 75% | 75% | 50% | 50% | 17% | 67% | 17% | 50% | 20% |
| Median | +22.9% | −18.1% | −16.2% | +10.4% | +8.2% | −2.0% | +6.4% | −15.0% | +11.8% | −13.4% | +13.7% | −13.9% |
| Best | +52.7% | +74.4% | +42.1% | +41.7% | +28.1% | +18.5% | +98.7% | +48292.0% | +30.1% | +33.3% | +1143.8% | +53.9% |
| Worst | −9.1% | −33.5% | −35.1% | −13.0% | −12.4% | −30.5% | −55.6% | −38.5% | −20.0% | −84.0% | −24.7% | −23.8% |
| vs SPY ⓘ | +18.4pp | −16.4pp | −15.0pp | +10.1pp | +4.8pp | −4.0pp | +4.7pp | −15.1pp | +13.2pp | −13.5pp | +6.4pp | −11.5pp |
59 monthly observations across 2020–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
