| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | WALD | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −3.7% | −6.6% | −43.8% | −6.3% | +38.2% | +43.1% | −7.7% | — | — | — | — | — | −13.6% | +7.5% | −21.1pp |
| 2025 | −13.9% | −5.8% | −8.0% | −9.3% | −1.1% | −8.9% | −27.3% | −12.4% | +26.9% | −8.6% | +39.2% | −25.4% | −53.2% | +17.7% | −71.0pp |
| 2024 | −35.6% | −5.2% | −2.7% | −25.1% | −12.5% | −15.7% | −12.5% | +1.9% | +13.7% | −5.2% | −2.0% | +18.9% | −63.3% | +24.9% | −88.1pp |
| 2023 | −3.7% | −2.7% | −4.1% | +12.0% | +7.3% | −21.1% | −28.2% | +41.8% | +19.7% | −18.5% | +24.2% | +14.7% | +20.6% | +26.2% | −5.6pp |
| 2022 · part | — | — | — | — | — | — | — | — | — | — | +7.8% | −5.4% | +2.0% | −18.2% | +20.1pp |
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. WALD 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.
