| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | TEZNY | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +2.5% | +10.3% | −5.0% | +5.2% | −4.7% | +4.4% | −0.6% | — | — | — | — | — | +11.9% | +9.3% | +2.5pp |
| 2025 | +4.9% | +1.7% | +7.4% | +10.6% | +2.8% | +2.3% | −4.9% | +4.1% | +1.3% | +0.8% | +4.0% | +0.6% | +41.0% | +17.7% | +23.3pp |
| 2024 | +0.9% | −7.1% | +5.8% | −3.4% | +5.1% | −5.3% | +7.9% | +3.6% | +4.6% | −4.3% | −0.4% | −7.2% | −1.6% | +24.9% | −26.5pp |
| 2023 | +7.4% | −5.2% | +9.7% | +4.8% | −2.4% | +4.5% | −1.5% | −2.5% | −8.8% | +2.1% | +6.5% | +4.0% | +18.1% | +26.2% | −8.1pp |
| 2022 | −2.7% | +4.6% | +4.8% | −5.2% | +4.4% | −5.1% | −2.6% | −7.2% | −14.4% | +9.1% | +17.0% | −3.4% | −4.5% | −18.2% | +13.7pp |
| 2021 | −5.3% | −4.6% | +8.9% | −2.9% | +5.4% | −1.0% | +6.0% | −0.3% | −9.8% | +5.0% | +0.8% | +8.6% | +9.1% | +28.7% | −19.6pp |
| 2020 | +3.6% | −4.4% | −5.2% | −0.8% | +7.5% | +5.2% | +8.1% | −2.6% | −3.5% | −4.2% | +13.2% | +2.9% | +19.4% | +18.3% | +1.1pp |
| 2019 | +8.3% | +1.0% | +2.1% | −5.6% | +1.7% | +7.0% | −5.0% | +4.3% | +1.8% | +3.4% | −2.4% | +5.1% | +22.8% | +31.2% | −8.4pp |
| 2018 | +4.1% | −8.1% | +4.8% | +3.0% | −10.6% | +4.4% | +3.6% | −6.6% | +2.2% | −4.2% | +10.3% | +2.3% | +3.0% | −4.6% | +7.6pp |
| 2017 | −4.6% | +5.6% | +7.5% | +2.0% | +12.2% | −2.4% | +6.0% | +2.6% | −0.6% | +3.5% | +3.7% | −6.1% | +31.7% | +21.7% | +10.0pp |
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. TEZNY 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 ⓘ | 14 | 14 | 14 | 14 | 14 | 14 | 14 | 13 | 14 | 14 | 14 | 14 |
| Positive ⓘ | 64% | 50% | 79% | 57% | 57% | 57% | 50% | 31% | 50% | 64% | 64% | 71% |
| Median | +2.0% | −0.3% | +5.3% | +1.5% | +1.7% | +2.4% | +1.7% | −2.1% | +0.6% | +1.9% | +2.2% | +3.0% |
| Best | +8.3% | +10.3% | +9.7% | +12.5% | +12.2% | +7.0% | +8.1% | +4.3% | +7.7% | +9.1% | +17.0% | +8.6% |
| Worst | −5.3% | −8.1% | −5.2% | −5.6% | −10.6% | −5.3% | −5.0% | −7.2% | −14.4% | −5.4% | −10.0% | −7.2% |
| vs SPY ⓘ | +0.0pp | −1.8pp | +3.4pp | +0.8pp | −1.3pp | −1.0pp | +0.6pp | −1.2pp | −0.1pp | −1.1pp | −0.1pp | +1.9pp |
167 monthly observations across 2012–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
