| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | TALK | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +11.3% | +19.3% | +7.4% | +0.3% | +0.2% | +0.0% | +0.2% | — | — | — | — | — | +43.5% | +9.3% | +34.2pp |
| 2025 | +0.3% | −7.7% | −10.5% | +19.9% | +3.9% | −12.9% | −12.6% | +9.5% | +3.8% | +17.0% | +4.6% | +7.4% | +17.5% | +17.7% | −0.2pp |
| 2024 | −5.1% | +22.0% | +21.4% | −14.3% | −14.4% | −12.2% | −12.6% | −0.5% | +4.5% | +49.8% | +9.3% | −9.6% | +21.7% | +24.9% | −3.2pp |
| 2023 | +33.9% | +11.3% | −23.6% | +15.1% | +33.7% | +18.7% | +36.2% | −6.4% | +20.4% | −8.7% | +14.6% | +24.5% | +316.2% | +26.2% | +290.0pp |
| 2022 | −24.9% | +0.0% | +17.6% | −23.0% | +5.2% | +20.6% | +10.0% | −28.9% | −22.6% | −29.6% | +21.4% | −30.6% | −69.0% | −18.2% | −50.8pp |
| 2021 | — | — | — | — | — | — | +589999900.0% | −11.0% | −30.5% | −5.8% | −33.4% | −14.0% | +196999900.0% | +28.7% | +196999871.3pp |
| 2019 · part | +0.0% | — | −99.0% | — | — | — | — | — | — | — | — | — | −99.0% | +31.2% | −130.2pp |
| 2018 | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | — | +0.0% | −92.0% | +1150.0% | −99.0% | +9900.0% | +0.0% | −4.6% | +4.6pp |
| 2017 | +0.0% | −20.0% | +25.0% | +0.0% | −20.0% | +0.0% | +0.0% | −25.0% | −33.3% | −50.0% | +0.0% | +0.0% | −80.0% | +21.7% | −101.7pp |
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. TALK 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 ⓘ | 8 | 8 | 9 | 8 | 8 | 8 | 8 | 8 | 8 | 8 | 8 | 8 |
| Positive ⓘ | 38% | 38% | 56% | 50% | 63% | 25% | 50% | 13% | 50% | 38% | 50% | 38% |
| Median | +0.0% | +0.0% | +7.4% | +0.1% | +2.1% | +0.0% | +0.1% | −3.4% | −9.4% | −7.2% | +2.3% | −4.8% |
| Best | +33.9% | +22.0% | +25.0% | +19.9% | +37.5% | +20.6% | +589999900.0% | +9.5% | +150.0% | +1150.0% | +21.4% | +9900.0% |
| Worst | −24.9% | −29.4% | −99.0% | −23.0% | −20.0% | −72.7% | −12.6% | −28.9% | −92.0% | −50.0% | −99.0% | −30.6% |
| vs SPY ⓘ | −4.0pp | +3.3pp | +12.3pp | −0.8pp | −2.4pp | −0.6pp | −0.6pp | −4.0pp | −6.6pp | −9.7pp | +0.1pp | −4.2pp |
97 monthly observations across 2016–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
