| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | WYY | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +22.7% | −26.9% | +3.5% | +27.1% | +78.1% | +55.0% | −43.9% | — | — | — | — | — | +82.7% | +7.5% | +75.1pp |
| 2025 | −21.5% | −0.3% | −12.1% | +28.2% | −29.5% | +13.6% | −12.0% | +62.5% | +1.2% | +34.3% | +3.3% | −21.8% | +11.0% | +17.7% | −6.8pp |
| 2024 | +39.2% | −18.6% | −1.5% | −25.1% | +38.7% | +55.8% | −10.5% | −2.7% | −3.0% | +3.4% | +38.8% | −4.7% | +108.6% | +24.9% | +83.7pp |
| 2023 | +18.7% | −5.8% | −11.1% | +3.9% | −9.0% | +8.8% | +4.3% | −1.5% | −9.9% | −1.2% | +11.2% | +22.8% | +27.5% | +26.2% | +1.3pp |
| 2022 | −2.5% | +10.2% | −10.4% | −12.4% | −15.7% | −14.3% | +23.0% | −19.9% | −9.6% | +18.8% | −19.0% | −11.2% | −53.7% | −18.2% | −35.5pp |
| 2021 | +24.6% | −15.9% | −13.2% | −3.6% | −23.9% | +7.6% | −14.3% | −11.7% | −4.4% | −3.4% | −12.0% | −11.9% | −61.1% | +28.7% | −89.9pp |
| 2020 · part | — | — | — | — | — | — | +1.4% | −27.0% | −2.9% | +11.2% | +93.6% | −6.0% | +45.4% | +18.3% | +27.0pp |
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. WYY 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 | 7 | 6 | 6 | 6 | 6 | 6 |
| Positive ⓘ | 67% | 17% | 17% | 50% | 33% | 83% | 43% | 17% | 17% | 67% | 67% | 17% |
| Median | +20.7% | −10.8% | −10.7% | +0.1% | −12.4% | +11.2% | −10.5% | −7.2% | −3.7% | +7.3% | +7.2% | −8.6% |
| Best | +39.2% | +10.2% | +3.5% | +28.2% | +78.1% | +55.8% | +23.0% | +62.5% | +1.2% | +34.3% | +93.6% | +22.8% |
| Worst | −21.5% | −26.9% | −13.2% | −25.1% | −29.5% | −14.3% | −43.9% | −27.0% | −9.9% | −3.4% | −19.0% | −21.8% |
| vs SPY ⓘ | +16.8pp | −11.0pp | −10.4pp | −0.7pp | −12.7pp | +6.9pp | −11.7pp | −9.9pp | −1.3pp | +7.5pp | +2.6pp | −7.6pp |
73 monthly observations across 2020–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
