| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | WEGZY | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +10.3% | −2.7% | +1.5% | −7.0% | −4.2% | +5.2% | +1.7% | — | — | — | — | — | +3.8% | +9.3% | −5.6pp |
| 2025 | +0.9% | −11.4% | −4.1% | +0.3% | −6.9% | +7.0% | −17.6% | +8.2% | −3.0% | +14.5% | +5.5% | +10.4% | −1.3% | +17.7% | −19.0pp |
| 2024 | −16.0% | +15.7% | +3.3% | +1.5% | −7.4% | +6.0% | +19.1% | +7.0% | +3.8% | −6.0% | −4.9% | +4.3% | +23.2% | +24.9% | −1.6pp |
| 2023 | +5.4% | −0.4% | +6.9% | +4.3% | −11.5% | +6.5% | +6.5% | −12.8% | +2.6% | −14.1% | +7.6% | +11.0% | +7.9% | +26.2% | −18.3pp |
| 2022 | +5.7% | +3.4% | +18.4% | −13.9% | −17.8% | −0.8% | +6.7% | +0.1% | +6.6% | +34.1% | −5.0% | −4.0% | +26.6% | −18.2% | +44.8pp |
| 2021 | −1.4% | +6.3% | −7.6% | −10.8% | −2.4% | +12.5% | +4.4% | −4.4% | +3.6% | −6.7% | −12.9% | −0.1% | −20.3% | +28.7% | −49.0pp |
| 2020 · part | — | — | — | — | — | — | +51.0% | −9.7% | +3.5% | +14.7% | +41.5% | −27.3% | +66.5% | +18.3% | +48.1pp |
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. WEGZY 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% | 50% | 67% | 50% | 0% | 83% | 86% | 50% | 83% | 50% | 50% | 50% |
| Median | +3.1% | +1.5% | +2.4% | −3.4% | −7.1% | +6.2% | +6.5% | −2.2% | +3.6% | +4.2% | +0.3% | +2.1% |
| Best | +10.3% | +15.7% | +18.4% | +4.3% | −2.4% | +12.5% | +51.0% | +8.2% | +6.6% | +34.1% | +41.5% | +11.0% |
| Worst | −16.0% | −11.4% | −7.6% | −13.9% | −17.8% | −0.8% | −17.6% | −12.8% | −3.0% | −14.1% | −12.9% | −27.3% |
| vs SPY ⓘ | −0.7pp | +2.8pp | +2.4pp | −2.0pp | −12.2pp | +4.3pp | +2.4pp | −1.6pp | +7.3pp | +3.5pp | −6.0pp | +4.1pp |
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.
