| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | TQQQ | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +2.4% | −8.3% | −15.7% | +52.4% | +33.1% | −4.0% | −28.7% | — | — | — | — | — | +10.0% | +7.5% | +2.4pp |
| 2025 | +4.5% | −9.4% | −23.3% | −4.2% | +27.6% | +18.9% | +6.3% | +1.3% | +15.8% | +12.9% | −6.5% | −3.2% | +34.4% | +17.7% | +16.6pp |
| 2024 | +3.8% | +14.7% | +2.4% | −14.3% | +18.6% | +18.5% | −7.5% | +0.5% | +6.0% | −4.2% | +15.0% | −0.6% | +58.3% | +24.9% | +33.4pp |
| 2023 | +32.4% | −3.4% | +28.4% | −0.0% | +23.0% | +18.4% | +10.5% | −6.3% | −15.8% | −8.0% | +33.8% | +16.1% | +198.1% | +26.2% | +171.9pp |
| 2022 | −25.7% | −15.2% | +10.9% | −37.2% | −9.5% | −27.4% | +39.0% | −16.6% | −30.5% | +8.4% | +12.5% | −26.2% | −79.1% | −18.2% | −60.9pp |
| 2021 | −0.5% | −1.4% | +2.3% | +18.0% | −4.7% | +19.4% | +8.4% | +12.6% | −16.7% | +24.6% | +5.4% | +1.7% | +83.0% | +28.7% | +54.3pp |
| 2020 | +8.2% | −17.8% | −38.1% | +46.5% | +18.6% | +18.0% | +22.3% | +35.2% | −18.9% | −10.3% | +34.5% | +15.0% | +110.1% | +18.3% | +91.7pp |
| 2019 | +26.9% | +8.6% | +11.1% | +16.6% | −24.0% | +23.0% | +6.2% | −7.8% | +1.9% | +12.4% | +12.2% | +11.4% | +133.8% | +31.2% | +102.6pp |
| 2018 | +27.7% | −6.2% | −13.4% | −0.4% | +17.0% | +2.2% | +7.6% | +17.7% | −1.6% | −26.6% | −2.9% | −26.8% | −19.8% | −4.6% | −15.2pp |
| 2017 | +15.8% | +13.4% | +5.6% | +8.1% | +11.4% | −8.1% | +12.6% | +5.0% | −1.1% | +13.7% | +5.5% | +1.2% | +118.1% | +21.7% | +96.4pp |
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. TQQQ 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.
