| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | HFGO | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −2.9% | −3.5% | −4.5% | +14.1% | +9.2% | −3.5% | −8.7% | — | — | — | — | — | −1.8% | +7.5% | −9.4pp |
| 2025 | +2.9% | −4.8% | −10.0% | +2.2% | +8.4% | +7.7% | +3.4% | +1.1% | +4.3% | +4.3% | −1.8% | −1.7% | +15.5% | +17.7% | −2.2pp |
| 2024 | +3.4% | +10.0% | +1.5% | −4.8% | +6.1% | +8.1% | −3.2% | +2.6% | +2.9% | +0.7% | +7.1% | +1.3% | +40.7% | +24.9% | +15.8pp |
| 2023 | +10.5% | −2.0% | +7.4% | +0.1% | +6.2% | +5.7% | +3.8% | −2.1% | −7.4% | −1.5% | +12.5% | +4.6% | +42.5% | +26.2% | +16.3pp |
| 2022 | −11.0% | −3.3% | +1.7% | −16.6% | −6.7% | −9.8% | +13.2% | −2.7% | −9.7% | +5.7% | +5.1% | −6.8% | −36.7% | −18.2% | −18.5pp |
| 2021 · part | — | — | — | — | — | — | — | — | — | — | — | −0.1% | −0.1% | +28.7% | −28.8pp |
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. HFGO 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.
