| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | HAL | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +18.6% | +7.4% | +8.8% | +8.5% | −8.2% | −12.2% | −8.1% | — | — | — | — | — | +11.4% | +7.5% | +3.8pp |
| 2025 | −4.3% | +1.3% | −3.1% | −21.9% | −1.1% | +4.8% | +10.0% | +1.5% | +9.0% | +9.1% | −2.3% | +8.5% | +7.0% | +17.7% | −10.7pp |
| 2024 | −1.4% | −1.6% | +12.9% | −4.9% | −2.1% | −7.5% | +2.7% | −10.4% | −6.0% | −4.5% | +14.9% | −14.2% | −23.2% | +24.9% | −48.1pp |
| 2023 | +4.8% | −11.7% | −12.7% | +3.5% | −12.5% | +15.7% | +18.5% | −1.2% | +5.3% | −2.9% | −5.9% | −1.9% | −6.5% | +26.2% | −32.6pp |
| 2022 | +34.4% | +9.1% | +13.3% | −5.9% | +14.0% | −22.6% | −6.6% | +2.8% | −18.0% | +47.9% | +4.0% | +4.2% | +74.5% | −18.2% | +92.6pp |
| 2021 | −6.7% | +23.8% | −1.5% | −8.9% | +14.8% | +3.2% | −10.6% | −3.2% | +8.2% | +15.6% | −13.6% | +6.1% | +22.0% | +28.7% | −6.7pp |
| 2020 | −10.9% | −22.2% | −59.2% | +53.3% | +11.9% | +10.9% | +10.4% | +12.9% | −25.3% | +0.1% | +37.6% | +14.2% | −21.2% | +18.3% | −39.6pp |
| 2019 | +18.0% | −2.1% | −4.0% | −3.3% | −24.8% | +7.7% | +1.1% | −18.1% | +1.0% | +2.1% | +9.0% | +17.6% | −4.9% | +31.2% | −36.1pp |
| 2018 | +9.9% | −13.6% | +1.5% | +12.9% | −6.1% | −9.1% | −5.9% | −6.0% | +2.1% | −14.4% | −9.4% | −14.9% | −44.6% | −4.6% | −40.1pp |
| 2017 | +4.6% | −5.2% | −7.9% | −6.8% | −1.5% | −5.1% | −0.6% | −8.2% | +18.7% | −7.1% | −2.2% | +17.5% | −8.2% | +21.7% | −29.9pp |
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. HAL 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.
