| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | UPGD | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +3.6% | +3.6% | −8.3% | +6.2% | +5.9% | +0.0% | +0.6% | — | — | — | — | — | +11.4% | +9.3% | +2.1pp |
| 2025 | +3.8% | +0.3% | −2.7% | −3.0% | +3.7% | +0.8% | +1.7% | +2.6% | +1.1% | −1.2% | +1.3% | +0.4% | +8.9% | +17.7% | −8.8pp |
| 2024 · part | — | — | — | −2.9% | +2.0% | +0.0% | +4.4% | +2.8% | +2.2% | −2.0% | +7.5% | −7.5% | +5.8% | +24.9% | −19.1pp |
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. UPGD 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 ⓘ | 2 | 2 | 2 | 3 | 3 | 3 | 3 | 2 | 2 | 2 | 2 | 2 |
| Positive ⓘ | 100% | 100% | 0% | 33% | 100% | 100% | 100% | 100% | 100% | 0% | 100% | 50% |
| Median | +3.7% | +2.0% | −5.5% | −2.9% | +3.7% | +0.0% | +1.7% | +2.7% | +1.7% | −1.6% | +4.4% | −3.5% |
| Best | +3.8% | +3.6% | −2.7% | +6.2% | +5.9% | +0.8% | +4.4% | +2.8% | +2.2% | −1.2% | +7.5% | +0.4% |
| Worst | +3.6% | +0.3% | −8.3% | −3.0% | +2.0% | +0.0% | +0.6% | +2.6% | +1.1% | −2.0% | +1.3% | −7.5% |
| vs SPY ⓘ | +1.6pp | +3.0pp | −0.3pp | −2.1pp | −2.6pp | −3.5pp | +1.3pp | +0.5pp | −1.2pp | −2.4pp | +1.3pp | −2.4pp |
28 monthly observations across 2024–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
