| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SXTP | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +104.2% | −25.1% | −43.7% | −9.7% | −5.7% | +18.1% | −29.0% | — | — | — | — | — | −38.5% | +7.5% | −46.0pp |
| 2025 | −43.7% | −50.2% | +1.7% | +45.7% | −3.7% | −8.1% | −43.5% | +5.2% | +5.0% | −8.1% | −22.1% | −52.1% | −92.1% | +17.7% | −109.8pp |
| 2024 | −72.5% | −3.6% | −3.4% | −12.0% | +27.1% | −13.4% | −41.7% | −24.6% | −6.7% | −38.3% | +37.5% | +21.7% | −89.5% | +24.9% | −114.4pp |
| 2023 · part | — | — | — | — | — | — | — | −37.5% | −47.1% | −22.6% | +8.2% | +64.5% | −54.5% | +26.2% | −80.6pp |
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. SXTP 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 | 3 | 3 | 3 | 3 | 3 |
| Positive ⓘ | 33% | 0% | 33% | 33% | 33% | 33% | 0% | 33% | 33% | 0% | 67% | 67% |
| Median | −43.7% | −25.1% | −3.4% | −9.7% | −3.7% | −8.1% | −41.7% | −24.6% | −6.7% | −22.6% | +8.2% | +21.7% |
| Best | +104.2% | −3.6% | +1.7% | +45.7% | +27.1% | +18.1% | −29.0% | +5.2% | +5.0% | −8.1% | +37.5% | +64.5% |
| Worst | −72.5% | −50.2% | −43.7% | −12.0% | −5.7% | −13.4% | −43.5% | −37.5% | −47.1% | −38.3% | −22.1% | −52.1% |
| vs SPY ⓘ | −46.4pp | −24.2pp | −6.7pp | −7.9pp | −10.0pp | −13.3pp | −42.9pp | −26.9pp | −8.8pp | −20.4pp | −0.9pp | +24.1pp |
36 monthly observations across 2023–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
