| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | WEC | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +4.9% | +6.6% | −1.0% | +1.9% | −5.0% | +5.2% | −4.7% | — | — | — | — | — | +7.3% | +7.5% | −0.2pp |
| 2025 | +5.6% | +8.4% | +2.1% | +0.5% | −1.0% | −3.0% | +4.7% | −1.6% | +7.6% | −2.5% | +1.1% | −5.9% | +16.0% | +17.7% | −1.8pp |
| 2024 | −4.1% | −1.8% | +4.6% | +0.6% | −1.0% | −3.2% | +9.7% | +9.1% | +3.4% | −0.7% | +6.7% | −6.9% | +16.1% | +24.9% | −8.8pp |
| 2023 | +0.2% | −4.9% | +6.9% | +1.5% | −8.4% | +1.0% | +1.8% | −5.5% | −4.2% | +1.0% | +3.7% | +0.7% | −7.0% | +26.2% | −33.2pp |
| 2022 | −0.0% | −5.6% | +9.8% | +0.2% | +5.8% | −4.2% | +3.1% | +0.0% | −13.3% | +2.1% | +9.4% | −5.4% | −0.5% | −18.2% | +17.7pp |
| 2021 | −3.4% | −8.6% | +16.1% | +3.8% | −2.7% | −5.3% | +5.8% | +1.1% | −6.6% | +2.1% | −2.7% | +11.7% | +8.7% | +28.7% | −20.1pp |
| 2020 | +8.3% | −7.0% | −4.5% | +2.7% | +2.1% | −4.4% | +8.7% | −0.6% | +3.0% | +3.8% | −5.0% | −3.1% | +2.5% | +18.3% | −15.8pp |
| 2019 | +5.4% | +5.3% | +3.7% | −0.8% | +3.5% | +3.5% | +2.5% | +12.8% | −0.7% | −0.7% | −5.5% | +4.0% | +37.0% | +31.2% | +5.8pp |
| 2018 | −3.2% | −6.0% | +4.6% | +2.5% | −0.9% | +2.4% | +2.7% | +2.7% | −1.2% | +2.5% | +6.8% | −4.4% | +7.9% | −4.6% | +12.4pp |
| 2017 | +0.7% | +3.0% | +0.6% | −0.2% | +4.6% | −2.2% | +2.6% | +4.4% | −3.7% | +7.3% | +3.9% | −4.4% | +17.1% | +21.7% | −4.6pp |
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. WEC 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 ⓘ | 21 | 21 | 21 | 21 | 21 | 21 | 22 | 21 | 21 | 21 | 21 | 21 |
| Positive ⓘ | 62% | 43% | 81% | 71% | 43% | 57% | 73% | 62% | 38% | 62% | 71% | 52% |
| Median | +2.4% | −0.9% | +3.2% | +1.5% | −0.4% | +0.4% | +3.0% | +2.5% | −0.7% | +2.1% | +0.9% | +0.7% |
| Best | +8.3% | +8.4% | +16.1% | +7.9% | +5.8% | +8.6% | +9.7% | +12.8% | +9.6% | +15.5% | +9.4% | +11.7% |
| Worst | −6.5% | −10.0% | −4.5% | −3.1% | −8.5% | −8.7% | −7.1% | −7.0% | −13.3% | −5.2% | −5.5% | −6.9% |
| vs SPY ⓘ | +1.8pp | −1.0pp | +1.7pp | −0.6pp | −2.7pp | +0.9pp | +0.4pp | +1.0pp | −2.0pp | +0.2pp | −1.9pp | +0.3pp |
253 monthly observations across 2005–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
