| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | BHM | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −18.5% | +16.1% | +13.6% | −7.5% | −5.2% | −8.4% | −4.3% | — | — | — | — | — | −17.3% | +9.3% | −26.7pp |
| 2025 | −11.6% | +0.4% | −0.4% | −10.5% | +1.4% | +22.5% | +12.2% | −7.7% | −6.7% | −17.9% | −3.5% | +13.8% | −14.1% | +17.7% | −31.9pp |
| 2024 | −2.8% | +2.9% | +21.2% | −0.8% | −0.5% | +4.5% | +6.6% | −16.8% | −3.7% | −2.7% | −2.5% | −6.4% | −5.1% | +24.9% | −30.0pp |
| 2023 | +1.4% | −0.6% | −7.8% | −0.3% | −19.0% | +0.9% | +0.4% | −14.2% | −7.1% | +5.9% | +0.1% | +9.4% | −29.7% | +26.2% | −55.8pp |
| 2022 · part | — | — | — | — | — | — | — | — | — | — | −3.1% | −13.1% | −15.8% | −18.2% | +2.4pp |
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. BHM 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% | 0% | 25% | 75% | 75% | 0% | 0% | 33% | 25% | 50% |
| Median | −7.2% | +1.7% | +6.6% | −4.2% | −2.9% | +2.7% | +3.5% | −14.2% | −6.7% | −2.7% | −2.8% | +1.5% |
| Best | +1.4% | +16.1% | +21.2% | −0.3% | +1.4% | +22.5% | +12.2% | −7.7% | −3.7% | +5.9% | +0.1% | +13.8% |
| Worst | −18.5% | −0.6% | −7.8% | −10.5% | −19.0% | −8.4% | −4.3% | −16.8% | −7.1% | −17.9% | −3.5% | −13.1% |
| vs SPY ⓘ | −9.6pp | +1.8pp | +11.6pp | −5.7pp | −8.0pp | −2.3pp | +1.3pp | −12.6pp | −5.8pp | −1.9pp | −8.5pp | +0.4pp |
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.
