| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | UBSFY | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −31.7% | −5.1% | −10.6% | +32.1% | +13.5% | −6.3% | +4.2% | — | — | — | — | — | −15.2% | +7.5% | −22.7pp |
| 2025 | −15.9% | +9.7% | −4.8% | −3.4% | −2.6% | −3.6% | −3.7% | +2.9% | +5.2% | −22.3% | −6.9% | −10.5% | −46.3% | +17.7% | −64.0pp |
| 2024 | −13.8% | +4.4% | −8.4% | +12.2% | +3.0% | −10.4% | −5.8% | −7.7% | −40.9% | +31.1% | −11.0% | +4.2% | −46.6% | +24.9% | −71.5pp |
| 2023 | −27.2% | +6.4% | +20.8% | +10.2% | −2.6% | −0.7% | +19.1% | −10.0% | +7.3% | −12.4% | +0.2% | −10.5% | −10.0% | +26.2% | −36.2pp |
| 2022 | +17.4% | −6.2% | −18.4% | +2.5% | +17.7% | −16.9% | −3.6% | +8.6% | −41.0% | +0.4% | +1.7% | +1.6% | −42.3% | −18.2% | −24.1pp |
| 2021 | +3.9% | −18.5% | −6.8% | −1.3% | −3.1% | −4.0% | −9.2% | +0.1% | −5.6% | −12.9% | −1.3% | −5.4% | −49.4% | +28.7% | −78.1pp |
| 2020 · part | — | — | — | — | — | — | +0.8% | −1.5% | +9.9% | −2.3% | +7.7% | +1.5% | +16.6% | +18.3% | −1.7pp |
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. UBSFY 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.
