| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | EHLS | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +7.1% | +3.2% | −3.9% | +6.5% | +2.3% | −1.4% | −4.0% | — | — | — | — | — | +9.6% | +9.3% | +0.2pp |
| 2025 | +3.7% | −5.5% | −6.8% | +4.5% | +3.8% | +2.9% | −0.3% | −0.4% | +5.2% | +1.8% | −1.0% | −0.6% | +6.7% | +17.7% | −11.0pp |
| 2024 · part | — | — | — | — | +6.9% | −3.7% | −2.8% | +5.1% | +1.3% | +2.0% | +9.8% | −4.9% | +13.6% | +24.9% | −11.3pp |
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. EHLS 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 ⓘ | 2 | 2 | 2 | 2 | 3 | 3 | 3 | 2 | 2 | 2 | 2 | 2 |
| Positive ⓘ | 100% | 50% | 0% | 100% | 100% | 33% | 0% | 50% | 100% | 100% | 50% | 0% |
| Median | +5.4% | −1.1% | −5.3% | +5.5% | +3.8% | −1.4% | −2.8% | +2.4% | +3.2% | +1.9% | +4.4% | −2.8% |
| Best | +7.1% | +3.2% | −3.9% | +6.5% | +6.9% | +2.9% | −0.3% | +5.1% | +5.2% | +2.0% | +9.8% | −0.6% |
| Worst | +3.7% | −5.5% | −6.8% | +4.5% | +2.3% | −3.7% | −4.0% | −0.4% | +1.3% | +1.8% | −1.0% | −4.9% |
| vs SPY ⓘ | +3.3pp | −0.1pp | −0.1pp | +0.7pp | −2.5pp | −2.2pp | −3.3pp | +0.2pp | +0.4pp | +1.2pp | +1.3pp | −1.6pp |
27 monthly observations across 2024–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
