| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | HLTC | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −16.2% | +28.8% | +0.2% | +13.7% | +16.5% | +7.3% | +15.0% | — | — | — | — | — | +76.7% | +9.3% | +67.3pp |
| 2025 | −4.0% | −72.3% | +285.0% | −2.7% | +14.7% | −12.6% | −1.9% | +1.6% | −0.9% | −3.8% | −1.3% | −4.5% | −10.7% | +17.7% | −28.4pp |
| 2024 | −3.2% | −5.9% | +3.1% | −9.3% | −15.9% | +12.5% | +11.1% | −20.0% | +50.0% | −41.7% | −73.7% | +335.9% | −28.1% | +24.9% | −53.0pp |
| 2023 | +16.8% | −1.5% | +1.5% | +0.5% | +0.0% | −39.2% | −8.4% | −36.9% | +16.9% | +3.0% | −5.8% | −5.5% | −55.8% | +26.2% | −81.9pp |
| 2022 | −1.4% | +23.3% | +21.2% | +8.7% | +0.0% | −6.2% | +8.3% | +4.3% | −1.2% | +0.4% | +5.9% | −9.8% | +60.7% | −18.2% | +78.9pp |
| 2021 · part | — | — | — | — | — | — | — | — | — | −1.4% | −99.9% | +159898.7% | −16.7% | +28.7% | −45.4pp |
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. HLTC is on the price only (split-adjusted close; dividends NOT included) basis, SPY on the total return (splits + dividends) basis. THE TWO DIFFER: one series includes dividends and the other does not, so the Δ column flatters whichever one is on the total-return basis. Read it with that in mind — the bases are printed rather than silently reconciled.
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 ⓘ | 5 | 5 | 5 | 5 | 5 | 5 | 5 | 4 | 4 | 5 | 5 | 5 |
| Positive ⓘ | 20% | 40% | 100% | 60% | 40% | 40% | 60% | 50% | 50% | 40% | 20% | 40% |
| Median | −3.2% | −1.5% | +3.1% | +0.5% | +0.0% | −6.2% | +8.3% | −9.2% | +8.0% | −1.4% | −5.8% | −4.5% |
| Best | +16.8% | +28.8% | +285.0% | +13.7% | +16.5% | +12.5% | +15.0% | +4.3% | +50.0% | +3.0% | +5.9% | +159898.7% |
| Worst | −16.2% | −72.3% | +0.2% | −9.3% | −15.9% | −39.2% | −8.4% | −36.9% | −1.2% | −41.7% | −99.9% | −9.8% |
| vs SPY ⓘ | −4.8pp | +1.0pp | +5.1pp | −1.1pp | −0.2pp | +2.0pp | −0.9pp | −11.4pp | +14.9pp | −7.7pp | −14.9pp | −4.0pp |
58 monthly observations across 2021–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
