| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | TME | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −4.3% | −13.0% | −36.4% | +1.5% | +0.5% | −9.4% | +13.5% | — | — | — | — | — | −44.5% | +9.3% | −53.8pp |
| 2025 | +5.6% | +1.8% | +18.2% | −5.7% | +25.5% | +15.7% | +7.7% | +16.8% | −4.8% | −4.4% | −17.3% | −5.0% | +56.4% | +17.7% | +38.7pp |
| 2024 | +4.3% | +11.4% | +6.9% | +12.2% | +16.2% | −2.8% | +0.9% | −26.4% | +15.4% | −7.6% | +2.5% | −0.5% | +27.1% | +24.9% | +2.2pp |
| 2023 | +1.3% | −10.1% | +9.8% | −10.5% | −6.3% | +6.3% | −5.3% | −2.4% | −6.5% | +13.8% | +17.2% | +5.9% | +8.8% | +26.2% | −17.4pp |
| 2022 | −9.8% | −12.8% | −9.6% | −12.7% | −1.6% | +20.1% | −16.1% | +21.4% | −20.5% | −11.1% | +94.2% | +18.1% | +20.9% | −18.2% | +39.1pp |
| 2021 | +38.3% | −3.3% | −20.3% | −15.0% | −9.6% | −1.7% | −31.7% | −16.4% | −18.0% | +8.4% | −8.5% | −4.7% | −64.4% | +28.7% | −93.1pp |
| 2020 | +8.1% | −4.4% | −17.1% | +13.4% | +13.2% | +4.2% | +19.9% | −3.2% | −5.5% | +0.7% | +12.6% | +14.8% | +63.9% | +18.3% | +45.6pp |
| 2019 | +13.1% | +20.5% | +0.4% | −5.0% | −23.0% | +13.2% | −4.8% | −6.8% | −4.0% | +8.4% | −10.2% | −5.6% | −11.2% | +31.2% | −42.4pp |
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. TME 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 | 8 | 8 | 8 | 8 | 8 | 7 | 7 | 7 | 7 | 7 |
| Positive ⓘ | 75% | 38% | 50% | 38% | 50% | 63% | 50% | 29% | 14% | 57% | 57% | 43% |
| Median | +4.9% | −3.9% | −4.6% | −5.3% | −0.6% | +5.3% | −1.9% | −3.2% | −5.5% | +0.7% | +2.5% | −0.5% |
| Best | +38.3% | +20.5% | +18.2% | +13.4% | +25.5% | +20.1% | +19.9% | +21.4% | +15.4% | +13.8% | +94.2% | +18.1% |
| Worst | −9.8% | −13.0% | −36.4% | −15.0% | −23.0% | −9.4% | −31.7% | −26.4% | −20.5% | −11.1% | −17.3% | −5.6% |
| vs SPY ⓘ | +2.8pp | −1.5pp | −3.0pp | −6.9pp | −3.3pp | +1.1pp | −3.3pp | −5.1pp | −5.9pp | +1.4pp | −3.4pp | +1.3pp |
91 monthly observations across 2019–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
