| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ARHS | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −9.2% | −19.0% | −13.8% | +9.1% | −8.5% | +24.4% | −9.9% | — | — | — | — | — | −29.0% | +7.5% | −36.5pp |
| 2025 | +30.6% | −22.5% | −8.6% | −9.7% | +14.2% | −3.5% | +1.0% | +33.9% | −9.4% | −5.7% | +3.2% | +8.4% | +19.3% | +17.7% | +1.5pp |
| 2024 | −1.4% | +13.1% | +20.5% | −17.7% | +48.6% | −9.9% | −10.3% | −19.0% | +0.0% | −31.1% | +17.1% | −5.3% | −17.9% | +24.9% | −42.8pp |
| 2023 | +45.1% | +2.5% | −42.9% | −3.3% | −11.8% | +47.5% | +9.9% | −13.6% | −6.1% | −7.3% | +8.1% | +27.1% | +21.5% | +26.2% | −4.6pp |
| 2022 | −33.0% | −24.8% | +27.4% | −15.7% | −19.2% | −22.3% | +22.4% | +55.4% | −17.6% | +18.2% | +15.6% | +1.2% | −26.4% | −18.2% | −8.2pp |
| 2021 · part | — | — | — | — | — | — | — | — | — | — | — | +36.7% | +36.7% | +28.7% | +8.0pp |
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. ARHS 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 ⓘ | 5 | 5 | 5 | 5 | 5 | 5 | 5 | 4 | 4 | 4 | 4 | 5 |
| Positive ⓘ | 40% | 40% | 40% | 20% | 40% | 40% | 60% | 50% | 0% | 25% | 100% | 80% |
| Median | −1.4% | −19.0% | −8.6% | −9.7% | −8.5% | −3.5% | +1.0% | +10.1% | −7.7% | −6.5% | +11.9% | +8.4% |
| Best | +45.1% | +13.1% | +27.4% | +9.1% | +48.6% | +47.5% | +22.4% | +55.4% | +0.0% | +18.2% | +17.1% | +36.7% |
| Worst | −33.0% | −24.8% | −42.9% | −17.7% | −19.2% | −22.3% | −10.3% | −19.0% | −17.6% | −31.1% | +3.2% | −5.3% |
| vs SPY ⓘ | −2.9pp | −18.1pp | −3.0pp | −7.0pp | −12.3pp | −8.6pp | −1.3pp | +9.9pp | −5.2pp | −6.6pp | +6.5pp | +8.3pp |
56 monthly observations across 2021–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
