| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | TSQ | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +32.2% | +12.6% | −26.6% | +22.5% | +2.2% | +7.1% | −17.4% | — | — | — | — | — | +21.1% | +7.5% | +13.5pp |
| 2025 | −0.2% | −3.8% | −4.7% | −16.4% | +4.2% | +14.6% | −10.9% | +2.5% | −4.8% | −3.7% | −21.5% | +4.3% | −37.4% | +17.7% | −55.1pp |
| 2024 | +1.7% | −0.9% | +3.2% | +11.7% | −8.8% | −0.5% | +12.2% | −12.5% | −3.9% | −1.7% | +3.1% | −10.0% | −9.2% | +24.9% | −34.1pp |
| 2023 | +3.3% | −3.5% | +13.2% | +18.3% | +1.9% | +25.5% | +0.6% | −19.4% | −7.8% | −1.4% | +15.6% | +8.1% | +57.3% | +26.2% | +31.1pp |
| 2022 | −1.1% | −13.4% | +12.1% | −14.8% | −9.6% | −16.9% | −2.3% | +8.8% | −16.6% | +4.1% | −1.7% | −2.4% | −45.6% | −18.2% | −27.4pp |
| 2021 | +49.8% | +9.2% | −1.6% | −4.0% | +34.3% | −7.8% | −3.6% | +4.6% | +1.6% | +1.9% | −5.0% | +5.4% | +100.2% | +28.7% | +71.4pp |
| 2020 | −3.2% | −7.7% | −48.3% | +8.0% | −8.8% | +0.0% | −0.7% | +4.7% | +0.2% | −3.0% | +48.2% | −0.6% | −32.1% | +18.3% | −50.4pp |
| 2019 | +50.2% | −6.9% | +0.2% | +0.1% | −2.7% | −0.7% | +0.2% | +12.1% | +17.6% | −3.4% | +21.2% | +22.1% | +156.0% | +31.2% | +124.8pp |
| 2018 | −2.3% | −7.2% | +15.0% | −3.9% | −18.2% | +5.0% | +0.2% | +37.8% | −11.5% | −11.9% | −10.1% | −33.0% | −44.3% | −4.6% | −39.7pp |
| 2017 | +2.6% | +1.8% | +12.1% | −0.7% | −16.9% | +1.8% | +8.0% | −9.8% | +0.2% | +4.4% | −23.9% | −3.3% | −26.2% | +21.7% | −47.9pp |
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. TSQ 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 ⓘ | 12 | 12 | 12 | 12 | 12 | 12 | 12 | 12 | 12 | 12 | 12 | 12 |
| Positive ⓘ | 50% | 42% | 58% | 50% | 33% | 50% | 50% | 67% | 42% | 42% | 50% | 58% |
| Median | +0.7% | −2.2% | +1.7% | −0.3% | −6.5% | +0.9% | −0.3% | +4.1% | −4.0% | −1.5% | +1.0% | +4.4% |
| Best | +50.2% | +12.6% | +15.0% | +22.5% | +34.3% | +25.5% | +12.2% | +37.8% | +17.6% | +12.2% | +48.2% | +22.1% |
| Worst | −21.4% | −13.4% | −48.3% | −16.4% | −18.2% | −16.9% | −17.4% | −19.4% | −16.6% | −11.9% | −23.9% | −33.0% |
| vs SPY ⓘ | −1.4pp | −1.6pp | +0.4pp | −4.2pp | −7.7pp | −0.3pp | −4.8pp | +0.1pp | −3.6pp | −2.4pp | −3.3pp | +3.4pp |
144 monthly observations across 2014–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
