| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | HECA | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +5.4% | +4.5% | −5.3% | −3.9% | −0.6% | −0.9% | +0.1% | — | — | — | — | — | −1.1% | +9.3% | −10.5pp |
| 2025 · part | — | — | — | — | — | — | — | +1.3% | +7.0% | +4.1% | −0.6% | −0.3% | +11.9% | +17.7% | −5.8pp |
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. HECA 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 ⓘ | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 |
| Positive ⓘ | 100% | 100% | 0% | 0% | 0% | 0% | 100% | 100% | 100% | 100% | 0% | 0% |
| Median | +5.4% | +4.5% | −5.3% | −3.9% | −0.6% | −0.9% | +0.1% | +1.3% | +7.0% | +4.1% | −0.6% | −0.3% |
| Best | +5.4% | +4.5% | −5.3% | −3.9% | −0.6% | −0.9% | +0.1% | +1.3% | +7.0% | +4.1% | −0.6% | −0.3% |
| Worst | +5.4% | +4.5% | −5.3% | −3.9% | −0.6% | −0.9% | +0.1% | +1.3% | +7.0% | +4.1% | −0.6% | −0.3% |
| vs SPY ⓘ | +4.0pp | +5.4pp | −0.3pp | −14.5pp | −5.9pp | +0.1pp | +0.8pp | −0.7pp | +3.4pp | +1.7pp | −0.8pp | −0.4pp |
12 monthly observations across 2025–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
