| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | XES | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +20.8% | +14.2% | +3.2% | +11.6% | −7.2% | −6.7% | −3.8% | — | — | — | — | — | +32.3% | +9.3% | +23.0pp |
| 2025 | +1.3% | −7.1% | −3.5% | −19.8% | +4.8% | +6.4% | +5.2% | +5.8% | +2.9% | +11.8% | +0.4% | +1.4% | +5.9% | +17.7% | −11.8pp |
| 2024 | −3.5% | +0.4% | +13.9% | −4.9% | +5.9% | −2.8% | +8.4% | −12.0% | −6.4% | −4.1% | +10.8% | −7.7% | −5.4% | +24.9% | −30.3pp |
| 2023 | +9.8% | −2.6% | −11.7% | −1.9% | −9.1% | +16.7% | +20.7% | −1.5% | +3.2% | −8.7% | −4.5% | +1.4% | +6.7% | +26.2% | −19.5pp |
| 2022 | +17.7% | +10.3% | +17.0% | −6.5% | +9.4% | −22.2% | +7.2% | −1.7% | −12.2% | +42.3% | +0.2% | +1.5% | +62.0% | −18.2% | +80.2pp |
| 2021 | +7.7% | +19.5% | −6.6% | −5.1% | +16.1% | +5.7% | −14.5% | −2.7% | +5.8% | +5.1% | −15.7% | +2.7% | +12.0% | +28.7% | −16.7pp |
| 2020 · part | — | — | — | — | — | — | +3.1% | +1.3% | −18.8% | −2.1% | +42.8% | +15.0% | +36.1% | +18.3% | +17.8pp |
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. XES 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 ⓘ | 83% | 67% | 50% | 17% | 67% | 50% | 71% | 33% | 50% | 50% | 67% | 83% |
| Median | +8.8% | +5.4% | −0.1% | −5.0% | +5.3% | +1.5% | +5.2% | −1.6% | −1.8% | +1.5% | +0.3% | +1.4% |
| Best | +20.8% | +19.5% | +17.0% | +11.6% | +16.1% | +16.7% | +20.7% | +5.8% | +5.8% | +42.3% | +42.8% | +15.0% |
| Worst | −3.5% | −7.1% | −11.7% | −19.8% | −9.1% | −22.2% | −14.5% | −12.0% | −18.8% | −8.7% | −15.7% | −7.7% |
| vs SPY ⓘ | +6.1pp | +6.6pp | +5.1pp | −2.2pp | −0.3pp | −2.2pp | −2.0pp | −2.7pp | −1.8pp | −0.8pp | −2.6pp | −0.3pp |
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.
