| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YOU | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −7.0% | +49.1% | −0.1% | +10.3% | +3.9% | +0.5% | +4.8% | — | — | — | — | — | +67.0% | +7.5% | +59.5pp |
| 2025 | −11.1% | +0.2% | +9.8% | −4.7% | +0.3% | +12.7% | +5.9% | +23.5% | −7.8% | −8.7% | +16.5% | −0.8% | +33.9% | +17.7% | +16.2pp |
| 2024 | −7.8% | +1.7% | +12.2% | −17.9% | −3.3% | +11.4% | +14.1% | +42.3% | +9.4% | +11.0% | −29.6% | +3.4% | +33.4% | +24.9% | +8.5pp |
| 2023 | +14.4% | −2.1% | −14.9% | −7.6% | +3.0% | −6.2% | +2.3% | −8.0% | −12.4% | −11.7% | +30.4% | −3.2% | −21.7% | +26.2% | −47.9pp |
| 2022 · part | — | — | — | — | — | — | — | — | — | — | +15.9% | −11.7% | +2.3% | −18.2% | +20.5pp |
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. YOU 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 ⓘ | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 3 | 3 | 3 | 4 | 4 |
| Positive ⓘ | 25% | 75% | 50% | 25% | 75% | 75% | 100% | 67% | 33% | 33% | 75% | 25% |
| Median | −7.4% | +0.9% | +4.8% | −6.2% | +1.6% | +5.9% | +5.4% | +23.5% | −7.8% | −8.7% | +16.2% | −2.0% |
| Best | +14.4% | +49.1% | +12.2% | +10.3% | +3.9% | +12.7% | +14.1% | +42.3% | +9.4% | +11.0% | +30.4% | +3.4% |
| Worst | −11.1% | −2.1% | −14.9% | −17.9% | −3.3% | −6.2% | +2.3% | −8.0% | −12.4% | −11.7% | −29.6% | −11.7% |
| vs SPY ⓘ | −9.0pp | +0.9pp | +6.9pp | −6.5pp | −3.7pp | +4.5pp | +5.4pp | +21.4pp | −7.7pp | −9.5pp | +13.3pp | −3.4pp |
45 monthly observations across 2022–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
