| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | XMTR | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −3.9% | −28.2% | −0.4% | +25.5% | +85.9% | +1.3% | −16.1% | — | — | — | — | — | +36.2% | +7.5% | +28.6pp |
| 2025 | −22.2% | −17.7% | −8.8% | +2.9% | +29.3% | +1.9% | −4.3% | +53.0% | +10.1% | −10.6% | +20.1% | +1.7% | +39.4% | +17.7% | +21.7pp |
| 2024 | −10.4% | −39.2% | −13.7% | +5.8% | −14.2% | −24.6% | +26.6% | +34.2% | −6.5% | +7.1% | +57.8% | +37.4% | +18.8% | +24.9% | −6.1pp |
| 2023 | +8.7% | −13.2% | −50.8% | −7.2% | +31.7% | +15.7% | −2.0% | −8.2% | −10.9% | −14.3% | +68.2% | +46.7% | +11.4% | +26.2% | −14.8pp |
| 2022 · part | — | — | — | — | — | — | — | — | — | — | −29.7% | −23.7% | −46.3% | −18.2% | −28.2pp |
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. XMTR 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.
