| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | STEL | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +20.0% | +1.4% | −2.4% | +2.6% | −0.6% | +5.7% | — | — | — | — | — | — | +28.1% | +7.5% | +20.6pp |
| 2025 | +0.2% | +2.4% | −4.4% | −9.8% | +7.9% | +4.5% | +5.5% | +4.7% | −1.4% | −3.0% | +7.4% | −1.7% | +11.3% | +17.7% | −6.4pp |
| 2024 | −10.1% | −5.3% | +3.4% | −8.9% | +1.8% | +2.2% | +19.3% | −0.5% | −4.6% | +5.1% | +13.9% | −8.2% | +4.0% | +24.9% | −20.9pp |
| 2023 | −4.6% | +4.1% | −15.4% | −6.8% | +1.4% | −1.1% | +8.6% | −14.4% | +0.8% | +2.0% | +9.8% | +17.2% | −3.5% | +26.2% | −29.7pp |
| 2022 · part | — | — | — | — | — | — | — | — | — | — | +3.0% | −12.5% | −9.9% | −18.2% | +8.3pp |
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. STEL 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 ⓘ | 4 | 4 | 4 | 4 | 4 | 4 | 3 | 3 | 3 | 3 | 4 | 4 |
| Positive ⓘ | 50% | 75% | 25% | 25% | 75% | 75% | 100% | 33% | 33% | 67% | 100% | 25% |
| Median | −2.2% | +1.9% | −3.4% | −7.8% | +1.6% | +3.4% | +8.6% | −0.5% | −1.4% | +2.0% | +8.6% | −4.9% |
| Best | +20.0% | +4.1% | +3.4% | +2.6% | +7.9% | +5.7% | +19.3% | +4.7% | +0.8% | +5.1% | +13.9% | +17.2% |
| Worst | −10.1% | −5.3% | −15.4% | −9.8% | −0.6% | −1.1% | +5.5% | −14.4% | −4.6% | −3.0% | +3.0% | −12.5% |
| vs SPY ⓘ | −6.7pp | +3.0pp | +0.6pp | −8.1pp | −1.2pp | −1.0pp | +5.3pp | −2.8pp | −5.0pp | +4.1pp | +3.9pp | −3.7pp |
44 monthly observations across 2022–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
