| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | HERO | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −0.7% | −6.9% | −6.8% | +3.4% | −3.5% | −2.9% | +9.4% | — | — | — | — | — | −8.6% | +9.3% | −18.0pp |
| 2025 | +3.6% | +7.6% | −4.7% | +12.6% | +4.3% | +12.1% | −4.7% | +5.1% | +3.4% | −3.6% | −4.2% | −3.8% | +28.7% | +17.7% | +11.0pp |
| 2024 | −2.9% | +2.9% | +2.7% | −6.0% | +7.3% | +2.7% | +4.2% | +0.5% | +8.6% | −3.4% | +3.9% | −3.0% | +17.7% | +24.9% | −7.2pp |
| 2023 | +8.6% | −7.4% | +7.8% | −1.0% | −2.7% | +4.7% | +4.6% | −7.6% | −5.9% | −2.8% | +9.3% | +2.5% | +8.4% | +26.2% | −17.8pp |
| 2022 | −6.2% | −2.5% | −2.9% | −11.9% | +4.6% | −9.4% | +4.6% | −5.2% | −14.2% | −1.7% | +9.9% | −2.5% | −33.4% | −18.2% | −15.2pp |
| 2021 | +4.1% | +1.0% | −3.8% | +3.2% | +0.0% | −0.2% | −5.7% | −0.4% | −7.7% | +5.3% | +0.0% | −3.6% | −8.4% | +28.7% | −37.1pp |
| 2020 | +1.5% | +0.8% | −2.3% | +8.6% | +14.7% | +13.2% | +5.8% | +11.2% | +0.0% | −2.4% | +8.1% | +9.1% | +91.0% | +18.3% | +72.7pp |
| 2019 · part | — | — | — | — | — | — | — | — | — | — | +5.1% | +3.8% | +9.1% | +31.2% | −22.1pp |
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. HERO 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 ⓘ | 7 | 7 | 7 | 7 | 7 | 7 | 7 | 6 | 6 | 6 | 7 | 7 |
| Positive ⓘ | 57% | 57% | 29% | 57% | 57% | 57% | 71% | 50% | 33% | 17% | 71% | 43% |
| Median | +1.5% | +0.8% | −2.9% | +3.2% | +4.3% | +2.7% | +4.6% | +0.1% | −3.0% | −2.6% | +5.1% | −2.5% |
| Best | +8.6% | +7.6% | +7.8% | +12.6% | +14.7% | +13.2% | +9.4% | +11.2% | +8.6% | +5.3% | +9.9% | +9.1% |
| Worst | −6.2% | −7.4% | −6.8% | −11.9% | −3.5% | −9.4% | −5.7% | −7.6% | −14.2% | −3.6% | −4.2% | −3.8% |
| vs SPY ⓘ | +0.9pp | −1.8pp | −0.5pp | −2.6pp | −0.7pp | −1.2pp | −0.0pp | −1.5pp | −0.7pp | −2.1pp | +0.1pp | −0.6pp |
81 monthly observations across 2019–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
