| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | TYD | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −1.6% | +6.8% | −7.8% | −1.3% | −1.0% | −0.1% | −4.0% | — | — | — | — | — | −9.1% | +9.3% | −18.5pp |
| 2025 | +0.9% | +7.5% | +0.2% | +2.1% | −5.1% | +3.9% | −2.8% | +4.0% | +1.0% | +1.1% | +2.1% | −3.2% | +11.7% | +17.7% | −6.0pp |
| 2024 | −1.1% | −6.8% | +1.1% | −10.3% | +4.3% | +3.0% | +7.4% | +2.8% | +3.1% | −10.6% | +1.8% | −7.5% | −13.9% | +24.9% | −38.8pp |
| 2023 | +10.0% | −10.6% | +10.5% | +1.4% | −5.4% | −5.1% | −2.9% | −3.3% | −10.0% | −6.7% | +12.5% | +10.5% | −2.9% | +26.2% | −29.0pp |
| 2022 | −6.6% | −1.3% | −12.1% | −12.1% | +1.3% | −3.0% | +8.6% | −12.1% | −14.2% | −5.1% | +9.9% | −5.2% | −43.3% | −18.2% | −25.1pp |
| 2021 | −3.0% | −7.4% | −6.9% | +2.6% | +1.4% | +2.9% | +5.9% | −1.4% | −4.8% | −1.4% | +2.9% | −1.7% | −11.4% | +28.7% | −40.1pp |
| 2020 · part | — | — | — | — | — | — | +2.2% | −3.0% | +1.0% | −4.4% | +0.7% | −0.8% | −4.4% | +18.3% | −22.7pp |
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. TYD 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% | 50% | 50% | 57% | 33% | 50% | 17% | 100% | 17% |
| Median | −1.3% | −4.0% | −3.4% | +0.1% | +0.2% | +1.4% | +2.2% | −2.2% | −1.9% | −4.7% | +2.5% | −2.4% |
| Best | +10.0% | +7.5% | +10.5% | +2.6% | +4.3% | +3.9% | +8.6% | +4.0% | +3.1% | +1.1% | +12.5% | +10.5% |
| Worst | −6.6% | −10.6% | −12.1% | −12.1% | −5.4% | −5.1% | −4.0% | −12.1% | −14.2% | −10.6% | +0.7% | −7.5% |
| vs SPY ⓘ | −1.9pp | −3.2pp | −2.5pp | −3.0pp | −3.3pp | +0.0pp | −3.3pp | −3.0pp | −1.4pp | −6.5pp | +2.6pp | −3.9pp |
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.
