| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | TIGR | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −10.7% | −8.4% | −19.4% | +4.8% | −22.1% | −14.4% | +10.9% | — | — | — | — | — | −49.0% | +9.3% | −58.3pp |
| 2025 | +9.1% | +2.7% | +18.6% | −4.0% | −1.7% | +19.0% | +1.5% | +27.7% | −14.6% | +1.0% | −18.2% | +8.4% | +48.0% | +17.7% | +30.3pp |
| 2024 | −15.6% | +7.8% | −14.4% | +2.5% | +20.6% | −1.2% | −2.9% | −10.8% | +46.7% | +19.1% | −9.0% | +11.6% | +46.2% | +24.9% | +21.3pp |
| 2023 | +18.8% | −7.9% | −10.7% | −12.3% | +3.8% | −6.3% | +56.3% | +10.6% | +4.3% | −10.9% | −2.6% | −0.5% | +29.6% | +26.2% | +3.4pp |
| 2022 | −12.8% | +5.4% | +8.6% | −20.8% | +5.2% | +15.4% | −19.7% | −0.3% | −12.7% | +12.5% | +40.3% | −34.3% | −30.5% | −18.2% | −12.4pp |
| 2021 | +98.7% | +51.1% | −25.4% | +20.1% | +6.7% | +27.2% | −45.0% | −13.6% | −23.1% | −38.9% | −6.6% | −18.7% | −38.2% | +28.7% | −66.9pp |
| 2020 | −1.1% | −2.8% | −19.9% | +7.0% | +14.0% | +24.9% | +26.7% | +1.9% | −11.7% | −4.0% | +30.5% | +33.7% | +123.7% | +18.3% | +105.3pp |
| 2019 · part | — | — | — | +5.4% | −65.4% | +18.0% | −24.6% | +3.3% | −2.3% | −6.6% | −9.6% | −0.8% | −72.6% | +31.2% | −103.8pp |
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. TIGR 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 ⓘ | 7 | 7 | 7 | 8 | 8 | 8 | 8 | 7 | 7 | 7 | 7 | 7 |
| Positive ⓘ | 43% | 57% | 29% | 63% | 63% | 63% | 50% | 57% | 29% | 43% | 29% | 43% |
| Median | −1.1% | +2.7% | −14.4% | +3.6% | +4.5% | +16.7% | −0.7% | +1.9% | −11.7% | −4.0% | −6.6% | −0.5% |
| Best | +98.7% | +51.1% | +18.6% | +20.1% | +20.6% | +27.2% | +56.3% | +27.7% | +46.7% | +19.1% | +40.3% | +33.7% |
| Worst | −15.6% | −8.4% | −25.4% | −20.8% | −65.4% | −14.4% | −45.0% | −13.6% | −23.1% | −38.9% | −18.2% | −34.3% |
| vs SPY ⓘ | −1.1pp | +4.0pp | −14.4pp | −4.4pp | +4.1pp | +12.5pp | −2.5pp | +3.8pp | −4.2pp | −1.5pp | −11.8pp | −3.7pp |
88 monthly observations across 2019–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
