| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | HCTI | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −58.8% | −73.0% | −35.0% | −15.6% | +13.7% | −29.8% | −36.7% | — | — | — | — | — | −96.9% | +9.3% | −106.3pp |
| 2025 | −29.0% | −36.3% | −32.8% | −47.6% | −94.8% | +243.2% | +11.8% | −70.8% | +15.9% | +6.5% | −20.0% | −71.7% | −99.7% | +17.7% | −117.5pp |
| 2024 | −26.4% | +0.2% | −8.1% | −35.2% | −42.0% | −26.3% | +27.6% | +7.1% | −30.4% | +177.6% | −49.0% | +42.2% | −64.1% | +24.9% | −89.0pp |
| 2023 | +90.8% | −21.1% | +48.5% | −37.8% | +6.4% | −12.4% | +89.7% | −5.4% | −8.9% | +3.4% | −5.1% | −26.6% | +52.8% | +26.2% | +26.6pp |
| 2022 | −17.1% | −24.7% | +12.4% | −38.9% | −4.6% | +35.1% | −33.8% | −21.4% | −28.7% | −30.2% | −17.0% | −16.4% | −90.1% | −18.2% | −71.9pp |
| 2021 | — | — | — | — | — | — | — | — | — | +2749900.1% | −12.7% | −24.6% | +1809900.0% | +28.7% | +1809871.3pp |
| 2020 · part | +9900.0% | −99.0% | +9900.0% | +0.0% | +0.0% | +0.0% | +0.0% | — | — | — | — | — | +9900.0% | +18.3% | +9881.7pp |
| 2019 | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | −99.0% | — | — | +9900.0% | +0.0% | −99.0% | −99.0% | +31.2% | −130.2pp |
| 2018 | +0.0% | +100.0% | −50.0% | +100.0% | −50.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | −4.6% | +4.6pp |
| 2017 | +0.0% | −50.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | −50.0% | +21.7% | −71.7pp |
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. HCTI 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 ⓘ | 9 | 9 | 9 | 9 | 9 | 9 | 9 | 7 | 7 | 9 | 9 | 9 |
| Positive ⓘ | 22% | 22% | 33% | 11% | 22% | 22% | 33% | 14% | 14% | 56% | 0% | 11% |
| Median | +0.0% | −24.7% | +0.0% | −15.6% | +0.0% | +0.0% | +0.0% | −5.4% | −8.9% | +3.4% | −12.7% | −24.6% |
| Best | +9900.0% | +100.0% | +9900.0% | +100.0% | +13.7% | +243.2% | +89.7% | +7.1% | +15.9% | +2749900.1% | +0.0% | +42.2% |
| Worst | −58.8% | −99.0% | −50.0% | −47.6% | −94.8% | −29.8% | −99.0% | −70.8% | −88.0% | −82.5% | −60.0% | −99.0% |
| vs SPY ⓘ | −8.0pp | −21.7pp | −1.8pp | −26.1pp | −4.8pp | −1.8pp | −3.7pp | −3.8pp | −4.1pp | +5.6pp | −14.2pp | −29.2pp |
104 monthly observations across 2016–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
