| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | WS | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +16.2% | +3.3% | −26.6% | +26.6% | +9.8% | −20.1% | +6.3% | — | — | — | — | — | +4.0% | +7.5% | −3.6pp |
| 2025 | −8.7% | −8.2% | −4.4% | +1.3% | −3.0% | +20.6% | +2.3% | +9.1% | −8.3% | +5.3% | +5.5% | +3.0% | +11.2% | +17.7% | −6.5pp |
| 2024 | +6.6% | +5.7% | +13.8% | −14.1% | +7.1% | +1.7% | +19.5% | −11.2% | −3.4% | +12.4% | +17.3% | −28.8% | +15.4% | +24.9% | −9.5pp |
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. WS 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.
