| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | WANT | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +3.2% | −11.8% | −20.5% | +25.6% | +5.2% | −10.3% | −13.3% | — | — | — | — | — | −25.6% | +9.3% | −34.9pp |
| 2025 | +8.3% | −20.4% | −25.5% | −8.6% | +24.9% | +4.7% | +4.2% | +12.7% | +9.6% | −1.9% | −6.4% | +2.7% | −6.9% | +17.7% | −24.7pp |
| 2024 | −14.0% | +23.1% | −1.6% | −14.8% | −0.8% | +10.2% | +6.6% | −3.9% | +21.7% | −6.8% | +41.1% | +0.9% | +60.5% | +24.9% | +35.6pp |
| 2023 | +49.2% | −8.2% | +6.2% | −4.8% | +6.1% | +38.6% | +5.4% | −7.1% | −17.3% | −17.8% | +34.0% | +18.0% | +114.4% | +26.2% | +88.2pp |
| 2022 | −27.4% | −14.2% | +10.1% | −34.3% | −20.2% | −32.7% | +61.9% | −14.9% | −25.1% | −0.2% | +0.1% | −31.9% | −83.0% | −18.2% | −64.9pp |
| 2021 | +1.0% | −2.7% | +11.6% | +19.9% | −10.8% | +10.3% | +2.4% | +4.5% | −6.5% | +39.0% | +4.4% | −1.7% | +84.8% | +28.7% | +56.1pp |
| 2020 · part | — | — | — | — | — | — | +21.8% | +31.6% | −7.2% | −9.7% | +31.6% | +7.7% | +90.5% | +18.3% | +72.2pp |
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. WANT 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 ⓘ | 6 | 6 | 6 | 6 | 6 | 6 | 7 | 6 | 6 | 6 | 6 | 6 |
| Positive ⓘ | 67% | 17% | 50% | 33% | 50% | 67% | 86% | 50% | 33% | 17% | 83% | 67% |
| Median | +2.1% | −10.0% | +2.3% | −6.7% | +2.2% | +7.4% | +5.4% | +0.3% | −6.9% | −4.3% | +18.0% | +1.8% |
| Best | +49.2% | +23.1% | +11.6% | +25.6% | +24.9% | +38.6% | +61.9% | +31.6% | +21.7% | +39.0% | +41.1% | +18.0% |
| Worst | −27.4% | −20.4% | −25.5% | −34.3% | −20.2% | −32.7% | −13.3% | −14.9% | −25.1% | −17.8% | −6.4% | −31.9% |
| vs SPY ⓘ | +1.9pp | −8.3pp | −1.2pp | −7.0pp | −3.0pp | +3.1pp | +2.1pp | −2.0pp | −2.7pp | −6.5pp | +13.0pp | +3.0pp |
73 monthly observations across 2020–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
