| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | TSLR | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −10.3% | −14.0% | −16.4% | +2.9% | +27.7% | −10.3% | −49.1% | — | — | — | — | — | −61.3% | +9.3% | −70.7pp |
| 2025 | −2.8% | −49.6% | −28.5% | +7.5% | +46.1% | −20.3% | −9.4% | +15.1% | +72.4% | +2.0% | −13.8% | +7.1% | −26.0% | +17.7% | −43.7pp |
| 2024 | −43.1% | +13.4% | −26.6% | +2.5% | −8.1% | +21.2% | +28.1% | −17.7% | +44.9% | −14.2% | +80.9% | +30.8% | +67.6% | +24.9% | +42.7pp |
| 2023 · part | — | — | — | — | — | — | — | — | −7.5% | −33.6% | +33.7% | +4.7% | −14.1% | +26.2% | −40.2pp |
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. TSLR 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 ⓘ | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 2 | 3 | 3 | 3 | 3 |
| Positive ⓘ | 0% | 33% | 0% | 100% | 67% | 33% | 33% | 50% | 67% | 33% | 67% | 100% |
| Median | −10.3% | −14.0% | −26.6% | +2.9% | +27.7% | −10.3% | −9.4% | −1.3% | +44.9% | −14.2% | +33.7% | +7.1% |
| Best | −2.8% | +13.4% | −16.4% | +7.5% | +46.1% | +21.2% | +28.1% | +15.1% | +72.4% | +2.0% | +80.9% | +30.8% |
| Worst | −43.1% | −49.6% | −28.5% | +2.5% | −8.1% | −20.3% | −49.1% | −17.7% | −7.5% | −33.6% | −13.8% | +4.7% |
| vs SPY ⓘ | −11.7pp | −13.1pp | −23.0pp | +6.6pp | +22.4pp | −9.3pp | −11.7pp | −3.5pp | +42.8pp | −13.3pp | +24.6pp | +7.0pp |
35 monthly observations across 2023–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
