| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YELP | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −9.9% | −18.6% | +11.0% | +11.6% | −17.4% | +7.5% | +7.1% | — | — | — | — | — | −13.6% | +7.5% | −21.1pp |
| 2025 | +3.2% | −14.1% | +7.9% | −5.3% | +8.8% | −10.2% | +0.5% | −8.2% | −1.3% | +5.7% | −12.3% | +5.1% | −21.5% | +17.7% | −39.2pp |
| 2024 | −7.6% | −12.1% | +2.5% | +2.1% | −8.1% | −0.1% | −1.4% | −4.1% | +0.4% | −2.7% | +12.0% | +1.3% | −18.3% | +24.9% | −43.1pp |
| 2023 | +15.3% | −4.7% | +2.3% | −2.5% | +12.0% | +8.7% | +23.7% | −4.9% | −2.9% | +1.4% | +3.6% | +8.3% | +73.2% | +26.2% | +47.0pp |
| 2022 | −4.7% | −1.9% | +0.6% | −4.6% | −9.6% | −5.6% | +10.4% | +11.4% | −0.8% | +13.3% | −19.4% | −11.7% | −24.6% | −18.2% | −6.4pp |
| 2021 | −0.2% | +15.7% | +3.4% | +0.8% | +2.1% | −0.4% | −6.4% | +3.0% | −3.3% | +3.7% | −11.3% | +5.7% | +10.9% | +28.7% | −17.8pp |
| 2020 | −6.4% | −4.1% | −42.3% | +24.0% | −2.7% | +6.4% | +8.0% | −7.4% | −13.1% | −2.1% | +62.4% | +2.3% | −6.2% | +18.3% | −24.5pp |
| 2019 | +4.1% | +2.3% | −7.4% | +16.1% | −23.3% | +11.2% | +2.5% | −4.4% | +3.7% | −0.7% | +0.5% | +0.4% | −0.5% | +31.2% | −31.7pp |
| 2018 | +4.4% | −0.6% | −4.2% | +7.4% | −4.5% | −8.6% | −5.9% | +27.8% | +4.4% | −13.0% | −21.4% | +3.9% | −16.6% | −4.6% | −12.0pp |
| 2017 | +9.6% | −19.3% | −2.8% | +8.1% | −21.2% | +7.5% | +8.4% | +31.0% | +1.6% | +7.9% | −4.6% | −5.8% | +10.0% | +21.7% | −11.7pp |
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. YELP 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 ⓘ | 14 | 14 | 14 | 15 | 15 | 15 | 15 | 14 | 14 | 14 | 14 | 14 |
| Positive ⓘ | 50% | 29% | 50% | 60% | 47% | 60% | 60% | 57% | 50% | 50% | 43% | 64% |
| Median | +1.5% | −3.7% | −0.4% | +2.1% | −2.7% | +7.5% | +2.5% | +6.6% | −0.2% | +0.4% | −4.7% | +1.8% |
| Best | +15.3% | +24.3% | +11.0% | +24.0% | +24.7% | +36.0% | +23.7% | +31.0% | +27.3% | +13.3% | +62.4% | +13.6% |
| Worst | −27.3% | −19.3% | −42.3% | −24.2% | −26.9% | −10.2% | −38.6% | −8.2% | −17.2% | −21.7% | −21.5% | −11.7% |
| vs SPY ⓘ | −0.3pp | −1.6pp | −1.4pp | +4.1pp | −6.9pp | +4.3pp | +1.0pp | +3.9pp | +1.6pp | −2.6pp | −7.6pp | −0.4pp |
172 monthly observations across 2012–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
