| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | TTYP | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +2.0% | −9.3% | +9.3% | +4.7% | +2.7% | −7.9% | −52.4% | — | — | — | — | — | −52.3% | +9.3% | −61.6pp |
| 2025 | −4.3% | −0.9% | +0.0% | −10.1% | −6.9% | +7.4% | +0.0% | +0.0% | +5.0% | +2.3% | +0.0% | −9.7% | −17.2% | +17.7% | −34.9pp |
| 2024 | −3.4% | +0.0% | +1.4% | +0.0% | +0.0% | −1.4% | +2.1% | +0.7% | +0.0% | +0.0% | +0.7% | +0.8% | +0.8% | +24.9% | −24.1pp |
| 2023 | +0.0% | +9.5% | +2.8% | +0.0% | +0.0% | +7.7% | +3.2% | +0.0% | −7.2% | +7.7% | +0.0% | +9.3% | +36.8% | +26.2% | +10.6pp |
| 2022 | +8.5% | +1.6% | +1.5% | +1.5% | +0.0% | +16.1% | +0.0% | +2.8% | +0.1% | −0.1% | +0.3% | +1.3% | +37.8% | −18.2% | +56.0pp |
| 2021 | +13.6% | −8.3% | +4.7% | +14.6% | −13.9% | +2.8% | +10.0% | −15.3% | −8.1% | +0.0% | +0.0% | +3.2% | −2.3% | +28.7% | −31.0pp |
| 2020 · part | — | — | — | — | — | — | +0.7% | +2.8% | −9.6% | −1.5% | +5.4% | −3.6% | −6.4% | +18.3% | −24.7pp |
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. TTYP 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 ⓘ | 6 | 6 | 6 | 6 | 6 | 6 | 7 | 6 | 6 | 6 | 6 | 6 |
| Positive ⓘ | 50% | 33% | 83% | 50% | 17% | 67% | 57% | 50% | 33% | 33% | 50% | 67% |
| Median | +1.0% | −0.5% | +2.1% | +0.8% | +0.0% | +5.1% | +0.7% | +0.3% | −3.6% | +0.0% | +0.2% | +1.1% |
| Best | +13.6% | +9.5% | +9.3% | +14.6% | +2.7% | +16.1% | +10.0% | +2.8% | +5.0% | +7.7% | +5.4% | +9.3% |
| Worst | −4.3% | −9.3% | +0.0% | −10.1% | −13.9% | −7.9% | −52.4% | −15.3% | −9.6% | −1.5% | +0.0% | −9.7% |
| vs SPY ⓘ | −2.2pp | −2.4pp | −0.4pp | +1.2pp | −3.8pp | +0.9pp | −2.3pp | −1.8pp | −2.3pp | +0.4pp | −5.2pp | +0.9pp |
73 monthly observations across 2020–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
