| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | TWM | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −9.8% | −1.6% | +9.6% | −20.4% | −8.4% | −7.4% | +5.8% | — | — | — | — | — | −30.5% | +9.3% | −39.9pp |
| 2025 | −4.5% | +11.6% | +14.7% | −0.2% | −9.9% | −9.8% | −3.1% | −13.2% | −5.6% | −3.7% | −2.3% | +1.6% | −24.7% | +17.7% | −42.4pp |
| 2024 | +8.5% | −10.7% | −6.5% | +15.6% | −8.8% | +2.8% | −18.3% | +2.7% | −1.2% | +3.2% | −19.5% | +19.1% | −19.3% | +24.9% | −44.2pp |
| 2023 | −17.1% | +3.6% | +9.3% | +4.1% | +1.9% | −14.4% | −11.2% | +11.8% | +13.5% | +15.2% | −16.5% | −20.9% | −26.8% | +26.2% | −53.0pp |
| 2022 | +20.1% | −3.5% | −4.6% | +21.0% | −3.3% | +15.8% | −19.0% | +3.1% | +20.3% | −20.5% | −5.7% | +13.9% | +28.4% | −18.2% | +46.6pp |
| 2021 | −10.3% | −13.0% | −5.4% | −4.4% | −1.8% | −4.5% | +6.3% | −5.3% | +4.9% | −8.7% | +7.9% | −6.2% | −35.4% | +28.7% | −64.2pp |
| 2020 · part | — | — | — | — | — | — | −6.9% | −10.7% | +4.6% | −5.4% | −30.0% | −16.1% | −51.6% | +18.3% | −70.0pp |
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. TWM 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 ⓘ | 33% | 33% | 50% | 50% | 17% | 33% | 29% | 50% | 67% | 33% | 17% | 50% |
| Median | −7.2% | −2.6% | +2.4% | +2.0% | −5.8% | −6.0% | −6.9% | −1.3% | +4.8% | −4.6% | −11.1% | −2.3% |
| Best | +20.1% | +11.6% | +14.7% | +21.0% | +1.9% | +15.8% | +6.3% | +11.8% | +20.3% | +15.2% | +7.9% | +19.1% |
| Worst | −17.1% | −13.0% | −6.5% | −20.4% | −9.9% | −14.4% | −19.0% | −13.2% | −5.6% | −20.5% | −30.0% | −20.9% |
| vs SPY ⓘ | −8.3pp | −0.6pp | −1.4pp | +1.6pp | −8.6pp | −6.6pp | −12.7pp | −4.0pp | +9.0pp | −4.5pp | −18.4pp | −4.6pp |
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.
