| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | WWR | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +25.3% | −7.4% | −25.3% | +0.0% | −13.8% | −8.9% | −19.6% | — | — | — | — | — | −45.3% | +9.3% | −54.7pp |
| 2025 | +32.7% | −23.4% | −23.6% | −10.9% | −4.1% | +27.7% | +18.3% | +11.3% | +20.3% | +45.3% | −31.2% | −21.1% | +5.9% | +17.7% | −11.8pp |
| 2024 | −13.3% | +6.1% | −5.8% | −9.4% | +12.6% | −4.0% | +6.3% | +4.9% | −2.8% | +19.2% | −4.8% | +20.1% | +25.4% | +24.9% | +0.5pp |
| 2023 | +36.7% | −14.8% | +20.7% | −27.0% | +4.9% | −3.5% | +12.2% | −21.7% | −6.9% | −10.4% | +1.7% | −7.4% | −28.5% | +26.2% | −54.7pp |
| 2022 | −6.5% | −0.5% | +0.0% | −35.5% | −4.7% | −12.2% | +13.9% | +13.8% | −18.6% | −0.9% | +1.8% | −31.3% | −63.3% | −18.2% | −45.1pp |
| 2021 | +29.4% | −3.8% | −12.5% | −17.5% | −5.0% | +13.1% | −19.5% | +2.1% | −8.4% | −11.5% | −9.8% | −24.8% | −56.4% | +28.7% | −85.1pp |
| 2020 | −4.7% | −12.1% | −44.9% | +42.8% | +59.0% | +19.9% | −11.3% | −18.7% | +31.4% | +63.3% | +61.0% | −25.3% | +133.6% | +18.3% | +115.3pp |
| 2019 | +0.0% | +2.7% | −6.1% | +3.7% | −20.0% | +4.5% | −36.8% | −21.5% | +19.8% | −15.8% | −11.6% | −18.5% | −69.9% | +31.2% | −101.1pp |
| 2018 | −16.8% | −15.7% | −23.7% | −5.1% | −31.6% | +8.8% | −12.1% | −38.0% | −4.7% | −9.5% | −1.3% | −25.4% | −86.9% | −4.6% | −82.3pp |
| 2017 · part | — | — | — | — | — | — | — | — | +5.9% | −41.6% | +20.1% | +5.9% | −21.3% | +21.7% | −43.0pp |
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. WWR 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 ⓘ | 9 | 9 | 9 | 9 | 9 | 9 | 9 | 8 | 9 | 9 | 9 | 9 |
| Positive ⓘ | 44% | 22% | 11% | 22% | 33% | 56% | 44% | 50% | 44% | 33% | 44% | 22% |
| Median | +0.0% | −7.4% | −12.5% | −9.4% | −4.7% | +4.5% | −11.3% | −8.3% | −2.8% | −9.5% | −1.3% | −21.1% |
| Best | +36.7% | +6.1% | +20.7% | +42.8% | +59.0% | +27.7% | +18.3% | +13.8% | +31.4% | +63.3% | +61.0% | +20.1% |
| Worst | −16.8% | −23.4% | −44.9% | −35.5% | −31.6% | −12.2% | −36.8% | −38.0% | −18.6% | −41.6% | −31.2% | −31.3% |
| vs SPY ⓘ | −1.2pp | −6.5pp | −17.1pp | −10.0pp | −5.6pp | −2.5pp | −15.8pp | −10.3pp | −2.2pp | −8.3pp | −7.5pp | −21.1pp |
107 monthly observations across 2017–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
