| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | WALL-B.ST | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −2.0% | +12.6% | −10.6% | −3.3% | +2.9% | −2.3% | +5.0% | — | — | — | — | — | +0.7% | +7.5% | −6.9pp |
| 2025 | +0.4% | −0.6% | −9.7% | +11.3% | +1.3% | −2.9% | −5.2% | −0.8% | −1.0% | +1.5% | −2.5% | −3.6% | −12.5% | +17.7% | −30.2pp |
| 2024 | −3.7% | −12.7% | +14.0% | −5.3% | +4.7% | −2.5% | +7.2% | −0.3% | +9.5% | −14.4% | +2.3% | −7.0% | −11.7% | +24.9% | −36.6pp |
| 2023 | +8.9% | −8.7% | −10.0% | +3.5% | −12.4% | +3.5% | +13.3% | −4.4% | −7.4% | +3.7% | +21.4% | +19.7% | +26.7% | +26.2% | +0.5pp |
| 2022 | −13.0% | −4.6% | −1.8% | −19.7% | −1.7% | −16.7% | +15.8% | −7.3% | −15.5% | −3.2% | +6.0% | +6.2% | −47.0% | −18.2% | −28.9pp |
| 2021 | −2.4% | −7.1% | +0.8% | +10.1% | +8.0% | −4.2% | +6.6% | +2.3% | −12.1% | +16.3% | +7.9% | +3.5% | +29.7% | +28.7% | +1.0pp |
| 2020 | +11.4% | −6.7% | −3.9% | −8.7% | +7.1% | −0.6% | +1.4% | +3.6% | +20.7% | −11.9% | +9.5% | +1.0% | +20.0% | +18.3% | +1.6pp |
| 2019 | +10.8% | −5.1% | +8.6% | −2.7% | +6.3% | +2.2% | +3.0% | +9.1% | +1.2% | −4.4% | +2.6% | +4.3% | +40.4% | +31.2% | +9.2pp |
| 2018 | −5.4% | −2.7% | +4.5% | +4.9% | −1.7% | +4.1% | +12.2% | +0.7% | −7.5% | −1.0% | +0.8% | −1.1% | +6.6% | −4.6% | +11.2pp |
| 2017 | −3.1% | +7.5% | −2.2% | +5.7% | +7.7% | −0.2% | +1.3% | −1.5% | +0.2% | −2.5% | −0.6% | +1.5% | +13.8% | +21.7% | −7.9pp |
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. WALL-B.ST 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 ⓘ | 16 | 17 | 17 | 17 | 17 | 17 | 17 | 16 | 16 | 16 | 16 | 16 |
| Positive ⓘ | 44% | 47% | 47% | 59% | 65% | 35% | 88% | 44% | 44% | 50% | 63% | 75% |
| Median | −1.1% | +0.0% | −0.8% | +0.9% | +1.5% | −2.3% | +6.0% | −0.3% | −1.0% | +0.2% | +2.1% | +3.8% |
| Best | +11.4% | +12.6% | +14.0% | +11.3% | +8.2% | +6.3% | +15.8% | +9.1% | +20.7% | +16.3% | +21.4% | +19.7% |
| Worst | −13.0% | −12.7% | −10.6% | −19.7% | −12.4% | −16.7% | −5.2% | −7.3% | −15.5% | −14.4% | −10.0% | −7.0% |
| vs SPY ⓘ | −2.9pp | +0.7pp | −2.3pp | −0.6pp | +0.5pp | −3.0pp | +4.2pp | −2.4pp | −1.4pp | −2.3pp | −1.2pp | +2.3pp |
198 monthly observations across 2010–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
