| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SWP | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +2.9% | +0.8% | −5.4% | +7.6% | +0.6% | −1.0% | +1.7% | — | — | — | — | — | +6.8% | +9.3% | −2.5pp |
| 2025 | +4.4% | −1.1% | −5.2% | −2.5% | +4.6% | +5.1% | +3.3% | +1.6% | +2.6% | +2.0% | +2.2% | −0.9% | +16.9% | +17.7% | −0.9pp |
| 2024 | — | — | — | — | — | — | — | — | −67.4% | −0.6% | +5.9% | −4.4% | −67.2% | +24.9% | −92.1pp |
| 2020 · part | −4.2% | −6.5% | −25.7% | +10.2% | −3.8% | — | — | — | — | — | — | — | −29.4% | +18.3% | −47.8pp |
| 2019 | +5.4% | +0.1% | +1.7% | +5.0% | −9.0% | +8.5% | +0.4% | −6.3% | +5.6% | +1.5% | +3.2% | +3.7% | +20.1% | +31.2% | −11.2pp |
| 2018 | −2.9% | −1.1% | −2.8% | −6.2% | −1.0% | −1.6% | +6.4% | −3.1% | +1.4% | −16.3% | +6.8% | −7.3% | −26.0% | −4.6% | −21.4pp |
| 2017 · part | — | — | — | — | — | +5.3% | −1.6% | +2.6% | +3.5% | +3.2% | +3.5% | +0.3% | +17.8% | +21.7% | −3.9pp |
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. SWP 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 | 5 | 5 | 5 | 5 | 5 | 4 | 5 | 5 | 5 | 5 |
| Positive ⓘ | 60% | 40% | 20% | 60% | 40% | 60% | 80% | 50% | 80% | 60% | 100% | 40% |
| Median | +2.9% | −1.1% | −5.2% | +5.0% | −1.0% | +5.1% | +1.7% | −0.7% | +2.6% | +1.5% | +3.5% | −0.9% |
| Best | +5.4% | +0.8% | +1.7% | +10.2% | +4.6% | +8.5% | +6.4% | +2.6% | +5.6% | +3.2% | +6.8% | +3.7% |
| Worst | −4.2% | −6.5% | −25.7% | −6.2% | −9.0% | −1.6% | −1.6% | −6.3% | −67.4% | −16.3% | +2.2% | −7.3% |
| vs SPY ⓘ | −2.6pp | +1.5pp | −0.1pp | −2.5pp | −3.4pp | −0.0pp | +1.0pp | −2.5pp | +0.8pp | −0.4pp | +0.4pp | −0.9pp |
59 monthly observations across 2017–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
