| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | TWST | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +29.5% | +14.2% | +1.3% | +23.0% | +14.4% | +53.9% | −16.9% | — | — | — | — | — | +169.5% | +7.5% | +161.9pp |
| 2025 | +12.7% | −25.9% | +1.1% | −2.4% | −23.5% | +25.6% | −8.8% | −19.7% | +4.3% | +16.9% | −2.7% | −0.9% | −31.7% | +17.7% | −49.5pp |
| 2024 | −12.1% | +21.3% | −12.7% | −9.0% | +34.2% | +17.6% | +13.3% | −22.5% | +4.5% | −10.7% | +21.9% | −5.5% | +26.1% | +24.9% | +1.2pp |
| 2023 | +20.5% | −32.2% | −22.5% | −17.2% | +21.4% | +35.0% | +19.0% | −9.7% | −7.9% | −22.2% | +52.6% | +53.3% | +54.8% | +26.2% | +28.6pp |
| 2022 | −23.2% | −5.9% | −11.7% | −41.6% | +18.0% | +2.7% | +25.1% | −8.3% | −12.2% | −6.8% | −16.7% | −12.9% | −69.2% | −18.2% | −51.1pp |
| 2021 | +16.5% | −16.3% | −10.0% | +8.3% | −20.0% | +24.2% | −7.7% | −8.0% | −5.5% | +11.1% | −19.6% | −19.0% | −45.2% | +28.7% | −74.0pp |
| 2020 | +18.3% | +23.3% | −0.1% | +7.0% | +16.0% | +19.4% | +23.7% | +24.8% | +8.6% | +0.9% | +45.8% | +26.4% | +572.8% | +18.3% | +554.5pp |
| 2019 | +0.2% | −5.9% | +6.5% | +2.1% | +9.1% | +12.4% | +16.2% | −13.9% | −17.7% | −0.3% | +0.0% | −11.9% | −9.1% | +31.2% | −40.3pp |
| 2018 · part | — | — | — | — | — | — | — | — | — | — | +89.0% | −12.7% | +64.9% | −4.6% | +69.5pp |
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. TWST 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.
