| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | WTM | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −1.6% | +8.6% | −1.1% | +1.6% | −7.5% | +0.4% | +3.7% | — | — | — | — | — | +3.5% | +7.5% | −4.1pp |
| 2025 | −0.6% | −4.3% | +4.1% | −9.5% | +2.4% | +0.6% | −0.4% | +2.4% | −8.7% | +13.9% | +6.3% | +2.7% | +6.8% | +17.7% | −10.9pp |
| 2024 | +4.7% | +12.0% | +1.6% | −0.9% | +1.6% | +0.6% | −1.7% | +3.3% | −8.0% | +6.0% | +11.8% | −3.2% | +29.2% | +24.9% | +4.4pp |
| 2023 | +8.0% | −5.5% | −4.6% | +4.0% | −5.4% | +2.6% | +11.4% | +2.7% | −5.9% | −4.3% | +7.1% | −1.8% | +6.4% | +26.2% | −19.8pp |
| 2022 | +2.7% | +0.9% | +8.2% | −7.8% | +18.8% | +0.1% | −0.5% | +10.5% | −4.9% | +8.7% | −4.0% | +4.1% | +39.5% | −18.2% | +57.7pp |
| 2021 | +1.9% | +17.2% | −6.7% | +4.5% | +2.4% | −3.8% | −1.4% | −1.0% | −4.6% | −1.4% | −4.9% | +1.1% | +1.3% | +28.7% | −27.4pp |
| 2020 | +0.2% | −11.4% | −8.1% | +6.9% | −5.9% | −3.0% | −0.9% | +1.3% | −12.6% | +16.6% | +5.7% | +4.2% | −10.3% | +18.3% | −28.6pp |
| 2019 | +4.2% | +5.1% | −1.5% | +1.5% | +4.3% | +4.3% | +5.3% | −1.4% | +1.8% | −0.8% | +3.4% | +0.8% | +30.1% | +31.2% | −1.2pp |
| 2018 | −1.3% | −3.9% | +1.9% | +5.2% | +4.3% | +0.5% | +0.7% | +1.6% | +0.9% | −5.3% | +4.7% | −7.7% | +0.8% | −4.6% | +5.3pp |
| 2017 | +8.8% | +2.9% | −6.0% | −2.4% | +0.1% | +1.0% | −0.5% | +0.7% | −1.6% | +3.8% | +0.2% | −4.5% | +1.8% | +21.7% | −19.9pp |
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. WTM is on the price only (split-adjusted close; dividends NOT included) basis, SPY on the total return (splits + dividends) basis. THE TWO DIFFER: one series includes dividends and the other does not, so the Δ column flatters whichever one is on the total-return basis. Read it with that in mind — the bases are printed rather than silently reconciled.
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 ⓘ | 16 | 17 | 17 | 17 | 17 | 17 | 17 | 16 | 16 | 16 | 16 | 16 |
| Positive ⓘ | 63% | 76% | 59% | 53% | 53% | 76% | 41% | 69% | 44% | 56% | 81% | 50% |
| Median | +1.6% | +3.5% | +1.1% | +1.5% | +0.1% | +0.6% | −0.5% | +1.5% | −1.0% | +3.2% | +1.8% | −0.0% |
| Best | +8.8% | +17.2% | +8.2% | +6.9% | +18.8% | +4.5% | +11.4% | +10.5% | +3.9% | +16.6% | +11.8% | +6.8% |
| Worst | −6.4% | −11.4% | −8.1% | −9.5% | −7.5% | −3.8% | −3.1% | −6.4% | −12.6% | −5.3% | −4.9% | −10.0% |
| vs SPY ⓘ | +1.0pp | +1.9pp | −2.1pp | −1.3pp | −1.3pp | −0.1pp | −2.7pp | +0.4pp | −0.6pp | +0.1pp | −0.4pp | −1.0pp |
198 monthly observations across 2010–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
