| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SYRE | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −2.4% | +34.5% | +17.3% | +47.6% | −1.3% | +20.8% | +10.2% | — | — | — | — | — | +198.7% | +7.5% | +191.2pp |
| 2025 | −1.2% | −14.3% | −18.1% | −5.6% | +0.3% | −2.0% | +13.4% | −2.8% | +1.6% | +45.9% | +22.6% | +9.2% | +40.7% | +17.7% | +23.0pp |
| 2024 | +20.4% | +5.9% | +38.2% | −12.9% | +5.8% | −32.7% | +17.0% | +4.5% | +2.3% | +10.6% | −12.6% | −18.1% | +8.2% | +24.9% | −16.7pp |
| 2023 · part | — | — | — | — | — | — | — | — | — | — | — | +15.3% | +15.3% | +26.2% | −10.8pp |
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. SYRE 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 | 2 | 2 | 2 | 2 | 3 |
| Positive ⓘ | 33% | 67% | 67% | 33% | 67% | 33% | 100% | 50% | 100% | 100% | 50% | 67% |
| Median | −1.2% | +5.9% | +17.3% | −5.6% | +0.3% | −2.0% | +13.4% | +0.9% | +2.0% | +28.3% | +5.0% | +9.2% |
| Best | +20.4% | +34.5% | +38.2% | +47.6% | +5.8% | +20.8% | +17.0% | +4.5% | +2.3% | +45.9% | +22.6% | +15.3% |
| Worst | −2.4% | −14.3% | −18.1% | −12.9% | −1.3% | −32.7% | +10.2% | −2.8% | +1.6% | +10.6% | −12.6% | −18.1% |
| vs SPY ⓘ | −3.9pp | +0.7pp | +22.2pp | −4.7pp | −6.0pp | −7.2pp | +12.6pp | −1.3pp | −0.9pp | +27.5pp | +1.9pp | +9.1pp |
32 monthly observations across 2023–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
