| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | XRT | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +1.2% | +0.8% | −7.2% | +6.6% | −2.1% | +4.7% | +4.2% | — | — | — | — | — | +7.7% | +7.5% | +0.1pp |
| 2025 | +0.8% | −7.6% | −6.6% | −0.6% | +10.5% | +1.8% | +1.8% | +7.3% | +2.5% | −6.0% | +4.1% | +1.3% | +8.1% | +17.7% | −9.6pp |
| 2024 | −5.1% | +11.5% | +3.5% | −9.1% | +8.0% | −2.8% | +4.7% | −2.8% | +2.0% | −3.6% | +10.5% | −3.2% | +11.8% | +24.9% | −13.1pp |
| 2023 | +16.1% | −5.3% | −4.2% | −3.1% | −7.5% | +12.7% | +6.3% | −5.2% | −5.0% | −3.6% | +10.1% | +12.5% | +21.5% | +26.2% | −4.6pp |
| 2022 | −9.5% | −5.5% | −2.1% | −7.0% | −5.8% | −11.6% | +9.4% | −0.3% | −10.5% | +11.2% | +7.2% | −9.4% | −31.6% | −18.2% | −13.5pp |
| 2021 | +36.8% | −9.9% | +12.7% | +4.0% | +0.6% | +4.3% | −2.0% | +0.7% | −5.7% | +4.4% | −0.4% | −2.8% | +42.6% | +28.7% | +13.9pp |
| 2020 · part | — | — | — | — | — | — | +10.4% | +9.4% | −3.9% | +0.4% | +20.5% | +7.5% | +51.0% | +18.3% | +32.7pp |
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. XRT 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% | 33% | 33% | 33% | 50% | 67% | 86% | 50% | 33% | 50% | 83% | 50% |
| Median | +1.0% | −5.4% | −3.2% | −1.9% | −0.8% | +3.0% | +4.7% | +0.2% | −4.5% | −1.6% | +8.6% | −0.8% |
| Best | +36.8% | +11.5% | +12.7% | +6.6% | +10.5% | +12.7% | +10.4% | +9.4% | +2.5% | +11.2% | +20.5% | +12.5% |
| Worst | −9.5% | −9.9% | −7.2% | −9.1% | −7.5% | −11.6% | −2.0% | −5.2% | −10.5% | −6.0% | −0.4% | −9.4% |
| vs SPY ⓘ | −1.1pp | −2.7pp | −1.6pp | −2.6pp | −3.1pp | −0.7pp | +3.0pp | +0.1pp | −0.7pp | −2.0pp | +2.8pp | +0.2pp |
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.
