| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | TSM | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +8.8% | +13.3% | −9.6% | +17.2% | +5.7% | +14.3% | −15.5% | — | — | — | — | — | +33.2% | +9.3% | +23.9pp |
| 2025 | +6.0% | −13.8% | −7.8% | +0.4% | +16.0% | +17.5% | +6.7% | −4.4% | +21.3% | +7.6% | −3.0% | +4.5% | +55.6% | +17.7% | +37.9pp |
| 2024 | +8.6% | +13.9% | +6.2% | +0.9% | +10.0% | +15.4% | −4.6% | +3.6% | +1.4% | +9.7% | −3.1% | +7.2% | +92.2% | +24.9% | +67.3pp |
| 2023 | +24.5% | −6.1% | +7.4% | −9.4% | +17.0% | +2.8% | −1.8% | −5.6% | −6.6% | −0.7% | +12.7% | +7.4% | +42.3% | +26.2% | +16.2pp |
| 2022 | +1.9% | −12.7% | −2.1% | −10.9% | +2.6% | −13.8% | +8.2% | −5.8% | −17.3% | −10.2% | +34.8% | −9.7% | −36.7% | −18.2% | −18.6pp |
| 2021 | +11.4% | +3.6% | −5.7% | −1.3% | +0.5% | +2.8% | −2.9% | +2.0% | −5.8% | +1.8% | +3.0% | +3.1% | +12.1% | +28.7% | −16.7pp |
| 2020 | −7.2% | −0.2% | −10.4% | +11.2% | −5.3% | +13.6% | +39.0% | +0.5% | +2.8% | +3.5% | +15.7% | +12.9% | +92.7% | +18.3% | +74.4pp |
| 2019 | +1.9% | +3.8% | +4.9% | +7.0% | −12.5% | +5.5% | +8.8% | +0.0% | +9.8% | +11.1% | +2.8% | +10.2% | +64.9% | +31.2% | +33.7pp |
| 2018 | +14.3% | −4.3% | +0.9% | −12.1% | +0.7% | −2.2% | +12.7% | +5.8% | +1.3% | −13.7% | −1.3% | −1.8% | −3.6% | −4.6% | +1.0pp |
| 2017 | +7.5% | +1.8% | +4.4% | +0.7% | +6.9% | +1.4% | +2.9% | +2.8% | +1.6% | +12.7% | −6.4% | +0.1% | +41.5% | +21.7% | +19.8pp |
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. TSM 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 ⓘ | 15 | 15 | 15 | 15 | 15 | 15 | 15 | 15 | 15 | 15 | 15 | 15 |
| Positive ⓘ | 80% | 67% | 53% | 67% | 67% | 73% | 53% | 53% | 67% | 80% | 60% | 47% |
| Median | +6.0% | +3.1% | +0.9% | +0.7% | +2.3% | +2.8% | +2.9% | +0.5% | +1.6% | +5.8% | +2.8% | −0.0% |
| Best | +24.5% | +13.9% | +11.3% | +17.2% | +17.0% | +17.5% | +39.0% | +5.8% | +21.3% | +12.7% | +34.8% | +12.9% |
| Worst | −7.2% | −13.8% | −10.4% | −12.1% | −12.5% | −13.8% | −15.5% | −10.1% | −17.3% | −13.7% | −6.4% | −9.7% |
| vs SPY ⓘ | +4.4pp | +0.9pp | +2.1pp | −0.3pp | −0.0pp | +0.5pp | −1.0pp | +0.8pp | +0.7pp | +3.4pp | +2.8pp | −1.1pp |
180 monthly observations across 2011–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
