| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | HPE | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −10.4% | −0.2% | +11.6% | +20.8% | +49.6% | +5.1% | −1.5% | — | — | — | — | — | +86.8% | +7.5% | +79.2pp |
| 2025 | −0.7% | −6.5% | −21.5% | +5.1% | +6.5% | +19.2% | +1.2% | +9.1% | +9.4% | −0.6% | −10.4% | +10.5% | +15.5% | +17.7% | −2.2pp |
| 2024 | −10.0% | −0.4% | +17.3% | −4.1% | +3.8% | +20.7% | −6.0% | −2.7% | +6.4% | −4.7% | +8.9% | +1.2% | +29.1% | +24.9% | +4.3pp |
| 2023 | +1.1% | −3.2% | +2.9% | −10.1% | +0.7% | +17.4% | +3.5% | −2.2% | +3.0% | −11.5% | +9.9% | +1.2% | +9.7% | +26.2% | −16.5pp |
| 2022 | +3.6% | −2.5% | +5.7% | −7.8% | +1.2% | −14.3% | +7.4% | −4.5% | −11.1% | +19.1% | +17.6% | −4.2% | +4.5% | −18.2% | +22.7pp |
| 2021 | +4.1% | +18.0% | +9.0% | +1.8% | −0.4% | −7.9% | −0.5% | +6.6% | −7.1% | +2.8% | −2.0% | +10.7% | +37.4% | +28.7% | +8.6pp |
| 2020 | −12.2% | −8.2% | −23.3% | +3.6% | −3.5% | +1.3% | +1.4% | −2.0% | −1.9% | −7.8% | +27.8% | +8.4% | −21.9% | +18.3% | −40.3pp |
| 2019 | +18.0% | +5.1% | −5.1% | +2.5% | −13.2% | +9.8% | −3.9% | −3.8% | +10.6% | +8.2% | −3.5% | +1.0% | +23.7% | +31.2% | −7.5pp |
| 2018 | +14.2% | +13.4% | −5.3% | −2.8% | −10.6% | −3.5% | +5.7% | +7.1% | −0.6% | −6.5% | −1.6% | −11.2% | −5.6% | −4.6% | −1.0pp |
| 2017 | −2.0% | +0.6% | +4.2% | +4.9% | +1.0% | −11.5% | +5.5% | +3.1% | +5.5% | −5.4% | +0.2% | +3.5% | +8.6% | +21.7% | −13.1pp |
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. HPE 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.
