| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | WBTN | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −7.2% | −6.9% | −18.3% | +33.2% | +0.4% | −7.1% | −21.1% | — | — | — | — | — | −30.9% | +9.3% | −40.2pp |
| 2025 | −6.1% | −29.1% | −15.2% | +17.3% | −2.3% | +3.3% | +10.6% | +44.1% | +34.1% | −9.7% | −20.7% | −6.3% | −4.1% | +17.7% | −21.8pp |
| 2024 · part | — | — | — | — | — | — | −6.5% | −36.9% | −15.1% | −9.1% | +18.1% | +10.6% | −40.5% | +24.9% | −65.4pp |
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. WBTN 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 | 2 | 2 | 2 | 3 | 2 | 2 | 2 | 2 | 2 |
| Positive ⓘ | 0% | 0% | 0% | 100% | 50% | 50% | 33% | 50% | 50% | 0% | 50% | 50% |
| Median | −6.7% | −18.0% | −16.7% | +25.3% | −1.0% | −1.9% | −6.5% | +3.6% | +9.5% | −9.4% | −1.3% | +2.1% |
| Best | −6.1% | −6.9% | −15.2% | +33.2% | +0.4% | +3.3% | +10.6% | +44.1% | +34.1% | −9.1% | +18.1% | +10.6% |
| Worst | −7.2% | −29.1% | −18.3% | +17.3% | −2.3% | −7.1% | −21.1% | −36.9% | −15.1% | −9.7% | −20.7% | −6.3% |
| vs SPY ⓘ | −8.7pp | −17.0pp | −11.5pp | +20.4pp | −6.7pp | −3.9pp | −7.7pp | +1.4pp | +6.7pp | −10.1pp | −4.4pp | +3.3pp |
25 monthly observations across 2024–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
