| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SST | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +1.3% | −16.6% | −8.8% | +7.3% | −9.0% | −21.7% | −24.7% | — | — | — | — | — | −55.6% | +7.5% | −63.2pp |
| 2025 | −27.2% | −19.0% | −28.1% | +51.5% | −38.7% | +56.0% | +12.5% | +14.5% | −1.1% | −19.7% | −33.1% | +3.7% | −56.4% | +17.7% | −74.1pp |
| 2024 | −18.9% | −7.2% | +17.4% | −12.8% | −25.1% | +18.7% | −10.5% | −8.8% | −9.7% | −12.5% | +7.1% | −14.4% | −59.5% | +24.9% | −84.4pp |
| 2023 | +1.1% | −7.2% | −2.3% | −33.0% | +21.2% | +28.9% | −36.4% | −37.8% | −32.0% | −4.1% | +27.6% | +50.0% | −52.7% | +26.2% | −78.8pp |
| 2022 | — | — | −51.8% | −12.9% | −19.7% | −31.3% | +17.9% | +34.4% | −43.1% | −17.6% | +1.0% | −10.3% | −84.4% | −18.2% | −66.3pp |
| 2017 · part | +0.2% | +0.1% | −0.1% | +0.3% | +0.1% | −0.2% | +0.1% | +0.3% | −0.4% | −0.1% | — | — | +0.2% | +21.7% | −21.5pp |
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. SST 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 ⓘ | 5 | 5 | 6 | 6 | 6 | 6 | 6 | 6 | 6 | 6 | 5 | 5 |
| Positive ⓘ | 60% | 20% | 17% | 50% | 33% | 50% | 50% | 50% | 17% | 0% | 60% | 40% |
| Median | +0.2% | −7.2% | −5.5% | −6.2% | −14.3% | +9.3% | −5.2% | −0.1% | −5.4% | −8.3% | +1.0% | −0.1% |
| Best | +1.3% | +0.1% | +17.4% | +51.5% | +21.2% | +56.0% | +17.9% | +34.4% | +0.2% | −0.1% | +27.6% | +50.0% |
| Worst | −27.2% | −19.0% | −51.8% | −33.0% | −38.7% | −31.3% | −36.4% | −37.8% | −43.1% | −19.7% | −33.1% | −14.4% |
| vs SPY ⓘ | −5.2pp | −12.4pp | −4.9pp | −3.7pp | −17.1pp | +7.2pp | −6.8pp | −0.3pp | −8.2pp | −7.0pp | −4.6pp | −2.2pp |
68 monthly observations across 2016–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
