| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | UBI.PA | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −28.6% | −9.5% | −7.9% | +28.9% | +14.0% | −4.6% | +1.8% | — | — | — | — | — | −15.0% | +7.5% | −22.6pp |
| 2025 | −15.4% | +9.8% | −8.6% | −7.1% | −2.7% | −10.1% | +2.4% | +0.8% | +4.1% | −20.4% | −6.5% | −11.0% | −51.0% | +17.7% | −68.7pp |
| 2024 | −11.3% | +3.4% | −8.0% | +13.7% | +1.1% | −8.8% | −7.1% | −9.5% | −41.2% | +35.0% | −8.7% | +5.6% | −43.1% | +24.9% | −68.0pp |
| 2023 | −28.3% | +10.3% | +17.1% | +8.3% | +0.2% | −2.5% | +16.3% | −7.1% | +10.0% | −12.6% | −2.8% | −11.6% | −12.5% | +26.2% | −38.7pp |
| 2022 | +17.8% | −4.7% | −17.4% | +8.0% | +13.0% | −14.1% | −0.9% | +10.8% | −38.4% | −1.9% | −4.3% | −0.6% | −38.7% | −18.2% | −20.5pp |
| 2021 | +4.5% | −18.0% | −4.0% | −3.7% | −4.0% | −1.5% | −9.3% | +0.7% | −3.8% | −12.8% | +0.2% | −4.9% | −45.4% | +28.7% | −74.1pp |
| 2020 | +11.5% | −1.8% | −0.3% | +1.1% | +2.6% | +5.4% | −3.6% | −2.6% | +11.7% | −1.7% | +5.3% | −1.2% | +28.0% | +18.3% | +9.7pp |
| 2019 | +10.0% | −18.1% | +25.0% | +7.2% | −13.7% | −6.2% | +8.6% | −1.9% | −9.6% | −20.2% | +4.1% | +11.8% | −12.6% | +31.2% | −43.9pp |
| 2018 | +7.5% | −1.4% | +0.8% | +15.7% | +16.9% | +1.5% | +0.5% | −1.9% | +0.8% | −14.9% | −9.5% | −2.0% | +9.9% | −4.6% | +14.5pp |
| 2017 | −10.0% | +13.8% | +15.7% | +8.6% | +13.9% | +0.3% | +7.5% | +4.7% | +3.9% | +12.6% | −1.6% | −0.5% | +89.8% | +21.7% | +68.1pp |
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. UBI.PA 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.
