| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YI | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +185.2% | +8.4% | −17.6% | −4.9% | −14.8% | −17.8% | −11.3% | — | — | — | — | — | +50.4% | +9.3% | +41.0pp |
| 2025 | +834.2% | +52.4% | −8.6% | +2.0% | −1.2% | −12.6% | −3.8% | −6.4% | −29.2% | −4.0% | −15.1% | −31.0% | +310.9% | +17.7% | +293.2pp |
| 2024 | −11.6% | +0.0% | −15.3% | −10.3% | +13.5% | −9.7% | +8.0% | −33.2% | −1.6% | −3.4% | +13.7% | −24.9% | −59.8% | +24.9% | −84.7pp |
| 2023 | +1.0% | −11.1% | −2.2% | +3.0% | −8.8% | −1.2% | +29.3% | −20.1% | +2.4% | −15.8% | −9.1% | −22.1% | −48.7% | +26.2% | −74.9pp |
| 2022 | −13.4% | −11.9% | −0.4% | −26.3% | +2.0% | +3.0% | +37.9% | +3.2% | −8.5% | +0.7% | +10.7% | +1.0% | −13.7% | −18.2% | +4.5pp |
| 2021 | +58.6% | +77.3% | −29.4% | −9.7% | −21.9% | −6.6% | −35.2% | +4.4% | +0.3% | −15.7% | −26.0% | −9.1% | −49.6% | +28.7% | −78.4pp |
| 2020 | −17.5% | +17.3% | +1.5% | +15.0% | −2.6% | −14.2% | +1.9% | −4.8% | +0.6% | +11.9% | +2.4% | −2.3% | +3.3% | +18.3% | −15.1pp |
| 2019 | +42.5% | −0.6% | −25.4% | +25.6% | −2.9% | −29.7% | −29.9% | −32.1% | +83.8% | −4.3% | +9.7% | +31.7% | +9.6% | +31.2% | −21.6pp |
| 2018 · part | — | — | — | — | — | — | — | — | — | −34.3% | +7.0% | −35.4% | −54.6% | −4.6% | −50.0pp |
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. YI 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 ⓘ | 8 | 8 | 8 | 8 | 8 | 8 | 8 | 7 | 7 | 8 | 8 | 8 |
| Positive ⓘ | 63% | 50% | 13% | 50% | 25% | 13% | 50% | 29% | 57% | 25% | 63% | 25% |
| Median | +21.8% | +4.2% | −11.9% | −1.5% | −2.8% | −11.2% | −1.0% | −6.4% | +0.3% | −4.1% | +4.7% | −15.6% |
| Best | +834.2% | +77.3% | +1.5% | +25.6% | +13.5% | +3.0% | +37.9% | +4.4% | +83.8% | +11.9% | +13.7% | +31.7% |
| Worst | −17.5% | −11.9% | −29.4% | −26.3% | −21.9% | −29.7% | −35.2% | −33.2% | −29.2% | −34.3% | −26.0% | −35.4% |
| vs SPY ⓘ | +14.6pp | +2.7pp | −9.3pp | −2.4pp | −7.4pp | −14.6pp | −5.0pp | −11.8pp | +4.4pp | −7.0pp | −1.7pp | −18.1pp |
94 monthly observations across 2018–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
