| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | UMI | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +7.3% | +9.7% | +2.7% | +2.6% | −3.3% | +2.1% | +2.8% | — | — | — | — | — | +26.1% | +9.3% | +16.7pp |
| 2025 | +3.9% | +0.6% | +0.9% | −5.8% | +2.5% | +2.7% | −0.7% | +0.7% | +1.6% | −5.7% | +5.4% | −0.5% | +5.1% | +17.7% | −12.6pp |
| 2024 | +0.6% | +4.3% | +6.8% | −0.5% | +3.0% | +2.8% | +2.7% | +4.5% | +0.5% | +4.7% | +14.5% | −6.4% | +43.0% | +24.9% | +18.1pp |
| 2023 | +4.5% | −3.3% | −1.0% | +2.2% | −4.2% | +7.2% | +4.3% | +0.2% | −0.3% | −0.6% | +6.5% | −1.0% | +14.6% | +26.2% | −11.6pp |
| 2022 | +8.5% | +5.5% | +7.2% | −2.5% | +5.8% | −13.1% | +10.9% | +0.9% | −9.9% | +11.8% | +4.1% | −5.9% | +21.3% | −18.2% | +39.5pp |
| 2021 · part | — | — | — | +5.5% | +7.2% | +4.3% | −3.8% | −1.0% | +5.9% | +5.4% | −6.7% | +1.5% | +18.8% | +28.7% | −9.9pp |
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. UMI 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 | 6 | 6 | 6 | 6 | 5 | 5 | 5 | 5 | 5 |
| Positive ⓘ | 100% | 80% | 80% | 50% | 67% | 83% | 67% | 80% | 60% | 60% | 80% | 20% |
| Median | +4.5% | +4.3% | +2.7% | +0.9% | +2.8% | +2.8% | +2.7% | +0.7% | +0.5% | +4.7% | +5.4% | −1.0% |
| Best | +8.5% | +9.7% | +7.2% | +5.5% | +7.2% | +7.2% | +10.9% | +4.5% | +5.9% | +11.8% | +14.5% | +1.5% |
| Worst | +0.6% | −3.3% | −1.0% | −5.8% | −4.2% | −13.1% | −3.8% | −1.0% | −9.9% | −5.7% | −6.7% | −6.4% |
| vs SPY ⓘ | +1.2pp | +1.9pp | +3.6pp | +0.4pp | −2.9pp | +0.0pp | +1.2pp | +1.8pp | −0.7pp | +1.5pp | −1.5pp | −3.1pp |
64 monthly observations across 2021–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
