| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SPT | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −19.7% | −28.7% | −11.6% | +5.3% | +24.7% | +0.9% | +16.8% | — | — | — | — | — | −21.7% | +7.5% | −29.3pp |
| 2025 | +6.4% | −18.8% | −17.1% | −4.9% | +4.4% | −4.2% | −18.0% | −7.9% | −18.2% | −20.5% | −2.9% | +13.0% | −63.3% | +17.7% | −81.0pp |
| 2024 | −0.2% | +0.8% | −3.4% | −15.5% | −35.3% | +9.3% | +9.5% | −20.4% | −6.5% | −8.9% | +20.9% | −4.1% | −50.0% | +24.9% | −74.9pp |
| 2023 | +13.3% | −4.7% | −0.2% | −19.1% | −12.1% | +6.6% | +23.8% | −6.3% | −6.8% | −13.2% | +31.5% | +8.0% | +8.8% | +26.2% | −17.4pp |
| 2022 | −24.1% | −5.4% | +23.1% | −23.5% | −16.9% | +14.0% | −10.3% | +15.2% | +1.1% | −0.6% | −1.7% | −4.8% | −37.7% | −18.2% | −19.6pp |
| 2021 | +45.3% | +3.0% | −15.0% | +14.8% | +4.7% | +28.8% | −0.6% | +36.9% | +0.3% | +4.7% | −12.5% | −18.8% | +99.7% | +28.7% | +71.0pp |
| 2020 | +27.9% | −4.3% | −18.8% | +5.4% | +63.8% | −2.0% | +7.0% | +34.1% | −0.6% | +13.5% | +17.6% | −11.6% | +182.9% | +18.3% | +164.6pp |
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. SPT 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 ⓘ | 7 | 7 | 7 | 7 | 7 | 7 | 7 | 6 | 6 | 6 | 6 | 6 |
| Positive ⓘ | 57% | 29% | 14% | 43% | 57% | 71% | 57% | 50% | 33% | 33% | 50% | 33% |
| Median | +6.4% | −4.7% | −11.6% | −4.9% | +4.4% | +6.6% | +7.0% | +4.5% | −3.6% | −4.7% | +7.9% | −4.4% |
| Best | +45.3% | +3.0% | +23.1% | +14.8% | +63.8% | +28.8% | +23.8% | +36.9% | +1.1% | +13.5% | +31.5% | +13.0% |
| Worst | −24.1% | −28.7% | −18.8% | −23.5% | −35.3% | −4.2% | −18.0% | −20.4% | −18.2% | −20.5% | −12.5% | −18.8% |
| vs SPY ⓘ | +3.7pp | −2.5pp | −6.7pp | −7.3pp | −1.9pp | +2.0pp | +1.1pp | +7.3pp | +0.5pp | −8.3pp | +1.8pp | −0.4pp |
79 monthly observations across 2020–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
