| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | WMB | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +11.9% | +11.1% | −1.9% | +4.9% | −6.4% | +4.9% | −4.6% | — | — | — | — | — | +19.7% | +9.3% | +10.4pp |
| 2025 | +2.4% | +5.0% | +3.6% | −2.0% | +3.3% | +4.7% | −4.6% | −3.5% | +10.4% | −8.7% | +5.3% | −0.5% | +14.9% | +17.7% | −2.8pp |
| 2024 | −0.5% | +3.7% | +9.9% | −1.6% | +8.2% | +3.6% | +1.0% | +6.6% | +0.8% | +14.7% | +11.7% | −6.7% | +62.3% | +24.9% | +37.5pp |
| 2023 | −2.0% | −6.6% | +0.7% | +1.3% | −5.3% | +15.5% | +5.6% | +0.2% | −1.1% | +2.1% | +6.9% | −4.1% | +11.9% | +26.2% | −14.3pp |
| 2022 | +15.0% | +4.5% | +8.2% | +2.6% | +8.1% | −14.8% | +9.2% | −0.2% | −14.8% | +14.3% | +6.0% | −4.0% | +32.8% | −18.2% | +51.0pp |
| 2021 | +5.9% | +7.6% | +5.5% | +2.8% | +8.1% | +2.3% | −5.6% | −1.4% | +6.8% | +8.3% | −4.6% | −1.3% | +38.4% | +28.7% | +9.6pp |
| 2020 | −12.8% | −7.9% | −23.8% | +36.9% | +5.5% | −5.0% | +0.6% | +8.5% | −3.5% | −2.3% | +9.3% | −2.7% | −8.2% | +18.3% | −26.5pp |
| 2019 | +22.1% | −0.9% | +9.1% | −1.4% | −6.9% | +7.8% | −12.1% | −4.2% | +3.5% | −7.3% | +1.8% | +6.1% | +14.2% | +31.2% | −17.0pp |
| 2018 | +3.0% | −11.6% | −9.3% | +3.5% | +4.4% | +2.3% | +9.7% | −0.5% | −7.0% | −10.5% | +4.1% | −11.7% | −23.9% | −4.6% | −19.3pp |
| 2017 | −7.4% | −1.7% | +5.5% | +3.5% | −6.6% | +7.0% | +5.0% | −6.5% | +2.0% | −5.0% | +1.9% | +6.1% | +2.0% | +21.7% | −19.7pp |
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. WMB 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 | 21 | 21 | 21 | 21 | 21 | 21 |
| Positive ⓘ | 57% | 52% | 71% | 86% | 57% | 62% | 67% | 43% | 57% | 57% | 62% | 48% |
| Median | +2.9% | +2.0% | +4.0% | +3.5% | +3.3% | +2.3% | +3.8% | −0.5% | +1.4% | +0.3% | +4.1% | −0.5% |
| Best | +30.7% | +12.7% | +9.9% | +36.9% | +19.0% | +25.1% | +10.8% | +16.6% | +11.6% | +23.7% | +13.6% | +10.7% |
| Worst | −24.9% | −20.1% | −23.8% | −2.0% | −16.3% | −14.8% | −20.5% | −14.2% | −23.4% | −11.3% | −22.7% | −28.0% |
| vs SPY ⓘ | +1.8pp | −0.7pp | +1.7pp | +2.5pp | +0.7pp | +0.2pp | −0.2pp | −1.4pp | −0.1pp | +0.2pp | −1.1pp | −0.2pp |
252 monthly observations across 2005–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
