| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | STLA | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −9.4% | −18.0% | −12.4% | +2.7% | +9.6% | −28.1% | +2.1% | — | — | — | — | — | −46.2% | +9.3% | −55.5pp |
| 2025 | +0.6% | −3.1% | −11.9% | −9.9% | +9.3% | −1.1% | −11.4% | +8.3% | −3.0% | +8.6% | +5.1% | +2.2% | −9.2% | +17.7% | −26.9pp |
| 2024 | −5.8% | +19.6% | +7.8% | −15.4% | −0.1% | −10.9% | −15.9% | +0.5% | −16.3% | −3.1% | −3.1% | −1.1% | −39.9% | +24.9% | −64.8pp |
| 2023 | +10.7% | +11.5% | +3.8% | −0.3% | −8.0% | +14.6% | +17.2% | −9.7% | +3.1% | −2.4% | +16.0% | +7.7% | +79.2% | +26.2% | +53.0pp |
| 2022 | +2.8% | −5.2% | −11.0% | −11.2% | +12.9% | −18.1% | +16.3% | −6.8% | −11.6% | +14.2% | +15.5% | −9.1% | −18.2% | −18.2% | −0.1pp |
| 2021 · part | — | — | +9.3% | −4.9% | +18.1% | +0.7% | −2.7% | +4.4% | −4.6% | +4.4% | −14.1% | +9.5% | +17.7% | +28.7% | −11.0pp |
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. STLA 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 | 5 | 5 | 5 | 5 | 5 |
| Positive ⓘ | 60% | 40% | 50% | 17% | 67% | 33% | 50% | 60% | 20% | 60% | 60% | 60% |
| Median | +0.6% | −3.1% | −3.6% | −7.4% | +9.4% | −6.0% | −0.3% | +0.5% | −4.6% | +4.4% | +5.1% | +2.2% |
| Best | +10.7% | +19.6% | +9.3% | +2.7% | +18.1% | +14.6% | +17.2% | +8.3% | +3.1% | +14.2% | +16.0% | +9.5% |
| Worst | −9.4% | −18.0% | −12.4% | −15.4% | −8.0% | −28.1% | −15.9% | −9.7% | −16.3% | −3.1% | −14.1% | −9.1% |
| vs SPY ⓘ | −2.1pp | −1.9pp | −3.1pp | −8.4pp | +3.7pp | −8.1pp | −1.2pp | −1.8pp | −2.4pp | −0.2pp | +4.9pp | +2.1pp |
65 monthly observations across 2021–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
