| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | HIBS | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −10.5% | −7.5% | +14.0% | −36.6% | −29.6% | −16.5% | +30.7% | — | — | — | — | — | −54.1% | +9.3% | −63.4pp |
| 2025 | −9.5% | +14.3% | +29.9% | −27.1% | −29.1% | −27.5% | −14.2% | −6.6% | −13.0% | −15.1% | +2.5% | −9.8% | −72.4% | +17.7% | −90.2pp |
| 2024 | +7.7% | −13.6% | −11.7% | +22.0% | −4.1% | −3.9% | −9.4% | +0.3% | −12.6% | +9.6% | −20.4% | +14.9% | −26.6% | +24.9% | −51.5pp |
| 2023 | −37.6% | +4.4% | +0.1% | +11.8% | −7.5% | −27.6% | −14.5% | +18.6% | +26.7% | +29.5% | −33.4% | −31.5% | −62.9% | +26.2% | −89.1pp |
| 2022 | +15.5% | −8.7% | −10.4% | +37.2% | −15.0% | +41.2% | −38.8% | +11.2% | +35.1% | −26.8% | −30.6% | +27.2% | −7.6% | −18.2% | +10.6pp |
| 2021 | −3.1% | −42.5% | −15.3% | −14.7% | −16.5% | +1.1% | +7.5% | −9.8% | +3.5% | −20.5% | +5.7% | −13.7% | −75.3% | +28.7% | −104.0pp |
| 2020 | +11.5% | +30.9% | +19.3% | −51.9% | −34.9% | −32.6% | −9.3% | −22.7% | +10.0% | −10.1% | −58.3% | −20.9% | −91.6% | +18.3% | −109.9pp |
| 2019 · part | — | — | — | — | — | — | — | — | — | — | — | −16.1% | −16.1% | +31.2% | −47.4pp |
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. HIBS 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 | 6 | 7 |
| Positive ⓘ | 43% | 43% | 57% | 43% | 0% | 29% | 29% | 50% | 67% | 33% | 33% | 29% |
| Median | −3.1% | −7.5% | +0.1% | −14.7% | −16.5% | −16.5% | −9.4% | −3.1% | +6.7% | −12.6% | −25.5% | −13.7% |
| Best | +15.5% | +30.9% | +29.9% | +37.2% | −4.1% | +41.2% | +30.7% | +18.6% | +35.1% | +29.5% | +5.7% | +27.2% |
| Worst | −37.6% | −42.5% | −15.3% | −51.9% | −34.9% | −32.6% | −38.8% | −22.7% | −13.0% | −26.8% | −58.3% | −31.5% |
| vs SPY ⓘ | −2.0pp | −5.7pp | −3.6pp | −20.0pp | −17.2pp | −15.5pp | −15.2pp | −5.3pp | +10.9pp | −12.6pp | −31.3pp | −18.3pp |
80 monthly observations across 2019–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
