| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | WRAP | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −8.4% | −21.1% | −10.5% | +0.0% | −15.3% | −1.1% | +26.4% | — | — | — | — | — | −31.5% | +7.5% | −39.1pp |
| 2025 | −4.2% | +7.9% | −21.9% | −11.1% | −4.6% | +7.6% | −12.2% | +1.5% | +56.1% | +29.5% | −23.1% | +10.2% | +12.3% | +17.7% | −5.5pp |
| 2024 | +22.3% | −4.2% | −37.7% | −26.1% | −12.6% | +37.0% | −8.5% | −7.1% | −11.8% | +18.7% | +0.8% | +18.1% | −31.6% | +24.9% | −56.5pp |
| 2023 | +52.7% | −10.9% | −25.2% | −25.6% | −16.4% | +36.4% | +33.6% | −10.8% | −13.8% | +69.3% | +9.4% | +11.5% | +83.4% | +26.2% | +57.3pp |
| 2022 | −31.8% | −19.0% | +24.4% | −1.9% | −27.5% | −3.1% | −1.1% | +8.7% | −14.5% | −30.7% | +73.8% | −18.0% | −57.0% | −18.2% | −38.8pp |
| 2021 | +15.1% | −5.4% | +5.7% | +5.8% | +52.4% | −12.4% | −11.8% | +7.9% | −19.8% | −4.8% | −21.1% | −12.7% | −18.6% | +28.7% | −47.4pp |
| 2020 · part | — | — | — | — | — | — | — | — | — | — | — | −16.0% | −16.0% | +18.3% | −34.3pp |
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. WRAP 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 | 6 | 5 | 5 | 5 | 5 | 6 |
| Positive ⓘ | 50% | 17% | 33% | 17% | 17% | 50% | 33% | 60% | 20% | 60% | 60% | 50% |
| Median | +5.4% | −8.1% | −16.2% | −6.5% | −13.9% | +3.2% | −4.8% | +1.5% | −13.8% | +18.7% | +0.8% | −1.2% |
| Best | +52.7% | +7.9% | +24.4% | +5.8% | +52.4% | +37.0% | +33.6% | +8.7% | +56.1% | +69.3% | +73.8% | +18.1% |
| Worst | −31.8% | −21.1% | −37.7% | −26.1% | −27.5% | −12.4% | −12.2% | −10.8% | −19.8% | −30.7% | −23.1% | −18.0% |
| vs SPY ⓘ | +4.6pp | −8.9pp | −10.9pp | −10.4pp | −17.3pp | +3.8pp | −10.0pp | −0.6pp | −9.0pp | +19.6pp | −5.1pp | −2.6pp |
68 monthly observations across 2020–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
