| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | UFO | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +17.6% | −1.8% | +0.1% | +15.4% | +26.6% | −22.2% | −15.6% | — | — | — | — | — | +11.0% | +7.5% | +3.5pp |
| 2025 | +5.9% | −4.3% | −6.2% | +1.2% | +9.2% | +18.1% | +3.2% | +14.3% | +5.3% | +5.6% | −11.5% | +16.1% | +67.4% | +17.7% | +49.6pp |
| 2024 | −11.3% | +1.8% | +1.0% | −10.1% | +8.1% | −2.9% | +12.6% | +4.8% | +2.7% | −1.5% | +27.7% | −3.0% | +27.2% | +24.9% | +2.3pp |
| 2023 | +8.8% | −5.0% | −5.0% | −2.5% | +0.1% | +3.6% | +3.9% | −6.3% | −9.4% | −7.2% | +5.3% | +14.3% | −2.3% | +26.2% | −28.5pp |
| 2022 | −9.5% | +2.0% | +3.9% | −11.8% | +0.6% | −11.9% | +5.6% | +0.0% | −14.8% | +14.8% | −0.5% | −3.8% | −25.9% | −18.2% | −7.7pp |
| 2021 | +6.9% | +6.8% | −1.7% | +3.9% | +1.6% | +3.4% | −4.5% | +4.8% | −2.3% | −0.9% | −9.6% | −0.0% | +7.2% | +28.7% | −21.6pp |
| 2020 | −3.4% | −5.9% | −28.8% | +10.8% | +3.6% | +2.9% | +2.1% | +6.5% | −4.1% | −0.5% | +18.4% | +3.9% | −2.1% | +18.3% | −20.5pp |
| 2019 · part | — | — | — | — | −2.9% | +4.2% | −1.4% | −4.2% | +4.0% | +0.5% | −5.5% | +7.6% | +1.5% | +31.2% | −29.7pp |
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. UFO 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.
