| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | HHDS | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −63.8% | −1.9% | +398.5% | +46.1% | −85.3% | +209.1% | +35.3% | — | — | — | — | — | +58.6% | +7.5% | +51.1pp |
| 2025 | −28.7% | −50.1% | +386.5% | +0.0% | −11.1% | −71.5% | +294.7% | +0.0% | +0.0% | +19.0% | −29.0% | −23.7% | +11.5% | +17.7% | −6.2pp |
| 2024 | +498.8% | −46.6% | +9.0% | −48.5% | −4.0% | +64.6% | −18.6% | −23.3% | −51.4% | +0.7% | +37.9% | +160.0% | +211.4% | +24.9% | +186.5pp |
| 2023 | +21.4% | −5.9% | −18.8% | −99.8% | +0.0% | −50.0% | +0.0% | +19900.0% | −17.0% | +10.8% | +133.7% | −61.2% | −88.1% | +26.2% | −114.2pp |
| 2022 | +15.4% | +50.0% | −33.3% | +0.0% | +6.7% | −25.0% | +16.7% | +28.6% | −5.6% | −23.5% | −61.5% | +180.0% | +7.7% | −18.2% | +25.9pp |
| 2021 | +0.0% | +0.0% | −6.7% | −7.1% | −84.6% | +550.0% | +0.0% | −7.7% | +25.0% | −13.3% | +7.7% | −7.1% | −13.3% | +28.7% | −42.1pp |
| 2020 | +0.0% | — | — | — | — | — | +0.0% | +0.0% | +0.0% | +149900.0% | +0.0% | +0.0% | +149900.0% | +18.3% | +149881.7pp |
| 2019 | +0.0% | +0.0% | +0.0% | +0.0% | −90.0% | +0.0% | +0.0% | +0.0% | +15900.0% | +0.0% | −99.9% | +0.0% | −99.0% | +31.2% | −130.2pp |
| 2018 | — | — | — | — | +0.0% | — | — | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | +0.0% | −4.6% | +4.6pp |
| 2017 · part | — | — | — | — | — | — | — | — | — | — | +0.0% | — | +0.0% | +21.7% | −21.7pp |
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. HHDS 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.
