| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SRBK | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +5.7% | −0.5% | +2.3% | +14.4% | −2.7% | +5.1% | −1.2% | — | — | — | — | — | +24.3% | +9.3% | +14.9pp |
| 2025 | +5.9% | −4.4% | −0.7% | +10.0% | −2.4% | +5.8% | +3.1% | +8.3% | +0.5% | −2.5% | +4.6% | +2.6% | +34.1% | +17.7% | +16.4pp |
| 2024 | −1.2% | −0.8% | +0.7% | −1.9% | −2.6% | +2.5% | +6.2% | +1.8% | +11.5% | −1.3% | +2.5% | +5.6% | +24.6% | +24.9% | −0.3pp |
| 2023 · part | — | — | — | — | — | — | — | — | — | −6.8% | +19.8% | −1.2% | +10.3% | +26.2% | −15.8pp |
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. SRBK 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 ⓘ | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 2 | 2 | 3 | 3 | 3 |
| Positive ⓘ | 67% | 0% | 67% | 67% | 0% | 100% | 67% | 100% | 100% | 0% | 100% | 67% |
| Median | +5.7% | −0.8% | +0.7% | +10.0% | −2.6% | +5.1% | +3.1% | +5.0% | +6.0% | −2.5% | +4.6% | +2.6% |
| Best | +5.9% | −0.5% | +2.3% | +14.4% | −2.4% | +5.8% | +6.2% | +8.3% | +11.5% | −1.3% | +19.8% | +5.6% |
| Worst | −1.2% | −4.4% | −0.7% | −1.9% | −2.7% | +2.5% | −1.2% | +1.8% | +0.5% | −6.8% | +2.5% | −1.2% |
| vs SPY ⓘ | +3.2pp | −3.1pp | +4.9pp | +3.9pp | −8.0pp | +0.6pp | +0.8pp | +2.9pp | +3.2pp | −4.6pp | +4.4pp | +2.5pp |
34 monthly observations across 2023–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
