| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | TFPM | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +1.5% | +22.7% | −16.0% | −8.1% | −0.7% | −5.2% | −1.1% | — | — | — | — | — | −10.5% | +9.3% | −19.8pp |
| 2025 | +6.6% | +2.9% | +16.4% | +8.6% | +5.7% | +8.1% | −3.7% | +19.9% | +7.1% | −5.1% | +20.6% | −0.6% | +123.0% | +17.7% | +105.3pp |
| 2024 | −4.1% | −1.6% | +15.5% | +11.5% | +2.8% | −6.1% | −0.1% | +6.0% | −1.0% | +6.0% | −2.1% | −10.1% | +14.6% | +24.9% | −10.3pp |
| 2023 | −1.9% | +0.0% | +11.1% | +8.5% | −12.1% | −3.0% | +0.1% | +0.0% | −4.9% | −1.9% | +9.2% | −4.5% | −1.8% | +26.2% | −28.0pp |
| 2022 · part | — | — | — | — | — | — | — | — | +4.1% | −9.1% | +10.7% | +8.5% | +13.7% | −18.2% | +31.9pp |
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. TFPM 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 ⓘ | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 3 | 4 | 4 | 4 | 4 |
| Positive ⓘ | 50% | 50% | 75% | 75% | 50% | 25% | 25% | 100% | 50% | 25% | 75% | 25% |
| Median | −0.2% | +1.5% | +13.3% | +8.5% | +1.0% | −4.1% | −0.6% | +6.0% | +1.5% | −3.5% | +10.0% | −2.6% |
| Best | +6.6% | +22.7% | +16.4% | +11.5% | +5.7% | +8.1% | +0.1% | +19.9% | +7.1% | +6.0% | +20.6% | +8.5% |
| Worst | −4.1% | −1.6% | −16.0% | −8.1% | −12.1% | −6.1% | −3.7% | +0.0% | −4.9% | −9.1% | −2.1% | −10.1% |
| vs SPY ⓘ | −2.8pp | +3.4pp | +9.9pp | +8.2pp | −4.1pp | −6.8pp | −2.3pp | +3.6pp | +1.7pp | −3.6pp | +2.6pp | −4.2pp |
47 monthly observations across 2022–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
