| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | TSLP | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −6.3% | −9.4% | −10.7% | −1.5% | +13.5% | −6.5% | −30.2% | — | — | — | — | — | −44.6% | +9.3% | −53.9pp |
| 2025 | −1.6% | −28.5% | −13.2% | +6.2% | +12.6% | −8.1% | −5.0% | +4.8% | +21.5% | +4.6% | −7.2% | +0.6% | −20.7% | +17.7% | −38.5pp |
| 2024 | −24.3% | +5.8% | −12.5% | +3.2% | −3.5% | +7.3% | +12.6% | −7.3% | +9.2% | −2.7% | +17.3% | +9.6% | +6.8% | +24.9% | −18.1pp |
| 2023 · part | — | — | — | — | — | — | — | — | — | — | +13.6% | +2.1% | +16.0% | +26.2% | −10.1pp |
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. TSLP is on the price only (split-adjusted close; dividends NOT included) basis, SPY on the total return (splits + dividends) basis. THE TWO DIFFER: one series includes dividends and the other does not, so the Δ column flatters whichever one is on the total-return basis. Read it with that in mind — the bases are printed rather than silently reconciled.
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 ⓘ | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 2 | 2 | 2 | 3 | 3 |
| Positive ⓘ | 0% | 33% | 0% | 67% | 67% | 33% | 33% | 50% | 100% | 50% | 67% | 100% |
| Median | −6.3% | −9.4% | −12.5% | +3.2% | +12.6% | −6.5% | −5.0% | −1.3% | +15.3% | +1.0% | +13.6% | +2.1% |
| Best | −1.6% | +5.8% | −10.7% | +6.2% | +13.5% | +7.3% | +12.6% | +4.8% | +21.5% | +4.6% | +17.3% | +9.6% |
| Worst | −24.3% | −28.5% | −13.2% | −1.5% | −3.5% | −8.1% | −30.2% | −7.3% | +9.2% | −2.7% | −7.2% | +0.6% |
| vs SPY ⓘ | −7.8pp | −8.5pp | −7.6pp | +7.1pp | +6.3pp | −5.4pp | −7.3pp | −3.5pp | +12.5pp | +0.2pp | +4.5pp | +0.5pp |
33 monthly observations across 2023–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
