| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | TYRA | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +17.2% | +8.1% | +15.0% | −9.3% | −3.9% | −4.4% | −2.6% | — | — | — | — | — | +18.3% | +7.5% | +10.8pp |
| 2025 | +4.0% | −19.0% | −20.6% | +10.8% | −11.7% | +5.2% | +14.2% | +15.9% | +10.4% | +13.2% | +42.4% | +16.5% | +89.1% | +17.7% | +71.4pp |
| 2024 | −3.2% | +49.2% | −18.0% | +4.3% | −5.1% | −1.4% | +38.6% | +2.7% | +3.3% | −29.1% | −6.0% | −11.4% | +0.4% | +24.9% | −24.5pp |
| 2023 | +39.7% | +24.4% | +21.7% | −11.8% | +2.1% | +17.7% | −13.0% | +2.8% | −9.6% | −15.8% | +0.9% | +18.3% | +82.2% | +26.2% | +56.1pp |
| 2022 | −6.8% | −9.6% | −9.7% | −30.2% | −8.6% | +4.7% | +49.0% | −37.9% | +33.0% | −21.3% | +1.3% | +8.4% | −46.0% | −18.2% | −27.8pp |
| 2021 · part | — | — | — | — | — | — | — | — | — | +27.3% | +12.1% | −43.9% | −20.0% | +28.7% | −48.7pp |
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. TYRA 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 ⓘ | 5 | 5 | 5 | 5 | 5 | 5 | 5 | 4 | 4 | 5 | 5 | 5 |
| Positive ⓘ | 60% | 60% | 40% | 40% | 20% | 60% | 60% | 75% | 75% | 40% | 80% | 60% |
| Median | +4.0% | +8.1% | −9.7% | −9.3% | −5.1% | +4.7% | +14.2% | +2.7% | +6.9% | −15.8% | +1.3% | +8.4% |
| Best | +39.7% | +49.2% | +21.7% | +10.8% | +2.1% | +17.7% | +49.0% | +15.9% | +33.0% | +27.3% | +42.4% | +18.3% |
| Worst | −6.8% | −19.0% | −20.6% | −30.2% | −11.7% | −4.4% | −13.0% | −37.9% | −9.6% | −29.1% | −6.0% | −43.9% |
| vs SPY ⓘ | +1.3pp | +8.9pp | −13.5pp | −13.4pp | −9.1pp | +0.0pp | +11.9pp | +2.4pp | +4.0pp | −13.6pp | −4.3pp | +13.7pp |
58 monthly observations across 2021–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
