| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | HASI | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +9.5% | +6.1% | +0.6% | +15.5% | −2.3% | −4.8% | −1.7% | — | — | — | — | — | +23.5% | +9.3% | +14.2pp |
| 2025 | +4.4% | +2.6% | +1.8% | −13.3% | +0.3% | +7.2% | −1.8% | +8.7% | +8.7% | −8.5% | +24.0% | −7.3% | +23.9% | +17.7% | +6.2pp |
| 2024 | −13.7% | +5.8% | +12.8% | −10.6% | +33.1% | −11.1% | +12.3% | −1.2% | +6.5% | +2.8% | −10.4% | −13.1% | +3.1% | +24.9% | −21.8pp |
| 2023 | +27.4% | −14.9% | −7.7% | −0.8% | −17.1% | +6.2% | +6.1% | −14.3% | −5.2% | −17.5% | +41.2% | +15.5% | +1.5% | +26.2% | −24.7pp |
| 2022 | −21.9% | +14.1% | +0.2% | −15.0% | −4.8% | −0.6% | −3.7% | +9.5% | −24.3% | −8.0% | +19.4% | −9.5% | −43.0% | −18.2% | −24.9pp |
| 2021 | −6.7% | −4.9% | −0.2% | −6.0% | −6.1% | +14.1% | +1.8% | +6.3% | −10.8% | +12.9% | −5.8% | −6.0% | −14.1% | +28.7% | −42.8pp |
| 2020 | +5.9% | −0.4% | −39.9% | +39.5% | +3.6% | −1.9% | +24.6% | +21.2% | −0.4% | −0.2% | +30.6% | +16.7% | +105.6% | +18.3% | +87.3pp |
| 2019 | +18.6% | +9.0% | +4.1% | +5.1% | −2.6% | +8.8% | −1.4% | +0.7% | +5.5% | +3.6% | −1.7% | +10.8% | +77.1% | +31.2% | +45.8pp |
| 2018 | −9.6% | −19.0% | +10.8% | +1.3% | −5.5% | +7.7% | +0.9% | +10.1% | −0.4% | −1.9% | +10.1% | −15.2% | −15.4% | −4.6% | −10.8pp |
| 2017 | −3.7% | +8.3% | +2.1% | +10.3% | −0.0% | +6.0% | +3.1% | −0.2% | +5.0% | +0.1% | −1.2% | +2.6% | +36.4% | +21.7% | +14.6pp |
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. HASI 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 ⓘ | 13 | 13 | 13 | 13 | 14 | 14 | 14 | 13 | 13 | 13 | 13 | 13 |
| Positive ⓘ | 38% | 62% | 77% | 54% | 50% | 64% | 57% | 62% | 31% | 54% | 54% | 54% |
| Median | −3.7% | +5.8% | +1.8% | +0.9% | +0.1% | +4.7% | +0.5% | +5.7% | −2.5% | +0.1% | +0.8% | +2.6% |
| Best | +27.4% | +21.4% | +12.8% | +39.5% | +33.1% | +14.1% | +24.6% | +21.2% | +8.7% | +12.9% | +41.2% | +16.7% |
| Worst | −21.9% | −19.0% | −39.9% | −15.0% | −17.1% | −11.1% | −4.4% | −14.3% | −24.3% | −17.5% | −13.0% | −15.2% |
| vs SPY ⓘ | −0.8pp | +3.8pp | +2.3pp | +0.5pp | −1.3pp | +1.9pp | −1.6pp | +2.4pp | −1.0pp | +0.8pp | −2.0pp | +1.4pp |
159 monthly observations across 2013–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
