| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | TW | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −4.2% | +19.6% | −4.4% | −3.7% | −11.5% | −0.4% | −1.9% | — | — | — | — | — | −8.8% | +7.5% | −16.4pp |
| 2025 | −3.1% | +6.6% | +9.9% | −6.8% | +4.4% | +1.4% | −5.4% | −11.0% | −9.9% | −5.0% | +3.3% | −1.1% | −17.5% | +17.7% | −35.3pp |
| 2024 | +5.0% | +11.0% | −1.6% | −2.4% | +7.1% | −2.6% | +5.4% | +5.9% | +4.7% | +2.7% | +6.7% | −3.3% | +44.6% | +24.9% | +19.7pp |
| 2023 | +14.8% | −4.8% | +11.5% | −10.9% | −4.8% | +2.3% | +19.4% | +5.8% | −7.2% | +12.2% | +7.8% | −6.2% | +40.6% | +26.2% | +14.4pp |
| 2022 | −15.3% | −0.2% | +4.0% | −19.0% | −4.9% | +0.9% | +3.3% | −1.2% | −18.9% | −2.4% | +11.7% | +5.6% | −34.9% | −18.2% | −16.7pp |
| 2021 | −2.7% | +19.9% | +1.7% | +9.8% | +3.2% | +0.9% | +2.6% | +0.4% | −7.2% | +10.3% | +7.8% | +4.3% | +61.0% | +28.7% | +32.2pp |
| 2020 | −0.4% | +4.6% | −12.8% | +24.1% | +26.6% | −11.9% | −7.0% | +6.1% | +1.2% | −6.1% | +9.6% | +4.7% | +35.5% | +18.3% | +17.2pp |
| 2019 · part | — | — | — | — | +12.2% | −2.8% | +8.1% | −9.9% | −13.2% | +12.9% | +7.3% | +3.6% | +15.8% | +31.2% | −15.4pp |
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. TW 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 ⓘ | 7 | 7 | 7 | 7 | 8 | 8 | 8 | 7 | 7 | 7 | 7 | 7 |
| Positive ⓘ | 29% | 71% | 57% | 29% | 63% | 50% | 63% | 57% | 29% | 57% | 100% | 57% |
| Median | −2.7% | +6.6% | +1.7% | −3.7% | +3.8% | +0.2% | +2.9% | +0.4% | −7.2% | +2.7% | +7.8% | +3.6% |
| Best | +14.8% | +19.9% | +11.5% | +24.1% | +26.6% | +2.3% | +19.4% | +6.1% | +4.7% | +12.9% | +11.7% | +5.6% |
| Worst | −15.3% | −4.8% | −12.8% | −19.0% | −11.5% | −11.9% | −7.0% | −11.0% | −18.9% | −6.1% | +3.3% | −6.2% |
| vs SPY ⓘ | −1.6pp | +7.8pp | +0.3pp | −6.0pp | +0.1pp | −3.9pp | +0.3pp | −0.9pp | −2.5pp | +3.3pp | +3.1pp | −0.3pp |
87 monthly observations across 2019–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
