| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | HPF | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +1.2% | +0.8% | −2.6% | +3.8% | +1.4% | −1.1% | +0.7% | — | — | — | — | — | +4.2% | +7.5% | −3.3pp |
| 2025 | +2.6% | +2.1% | −2.1% | −3.6% | −0.2% | +1.3% | +2.2% | +1.5% | +5.1% | −0.2% | −0.9% | −1.4% | +6.4% | +17.7% | −11.3pp |
| 2024 | +3.8% | +3.2% | +0.0% | +0.8% | +4.1% | +0.0% | +0.6% | +1.6% | +10.0% | −3.6% | −2.2% | −3.9% | +14.5% | +24.9% | −10.4pp |
| 2023 | +11.5% | −1.2% | −8.1% | +3.2% | −9.1% | +6.1% | +5.9% | −3.3% | −4.0% | −7.4% | +17.5% | +2.8% | +10.8% | +26.2% | −15.4pp |
| 2022 | — | — | — | — | — | — | — | — | — | −22.4% | −2.0% | −1.7% | −25.3% | −18.2% | −7.1pp |
| 2021 · part | −3.4% | +2.8% | +10.2% | +2.5% | — | — | — | — | — | — | — | — | +12.1% | +28.7% | −16.6pp |
| 2020 | +0.7% | −12.8% | −21.3% | +13.6% | +2.4% | +0.6% | +2.4% | −0.5% | −3.0% | −2.6% | +5.6% | +3.7% | −14.7% | +18.3% | −33.0pp |
| 2019 | +12.9% | +2.3% | +1.0% | +1.4% | +0.9% | +2.8% | +2.8% | −3.3% | +2.1% | −4.9% | −3.0% | +3.3% | +18.8% | +31.2% | −12.4pp |
| 2018 | −6.2% | −1.2% | +0.8% | −1.0% | +4.2% | +3.1% | −0.3% | +1.7% | −2.1% | −3.2% | −0.0% | −8.5% | −12.8% | −4.6% | −8.2pp |
| 2017 | +3.2% | +2.6% | −1.6% | +2.2% | +1.4% | +0.4% | +2.0% | −3.1% | +1.0% | −1.2% | −1.8% | +1.1% | +6.1% | +21.7% | −15.6pp |
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. HPF 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 ⓘ | 20 | 20 | 20 | 20 | 19 | 19 | 20 | 19 | 19 | 20 | 20 | 20 |
| Positive ⓘ | 75% | 65% | 65% | 85% | 58% | 68% | 70% | 63% | 53% | 25% | 35% | 55% |
| Median | +3.4% | +2.1% | +0.7% | +2.3% | +0.9% | +0.6% | +1.8% | +1.0% | +0.5% | −2.2% | −1.3% | +0.7% |
| Best | +18.2% | +5.2% | +10.2% | +17.2% | +15.4% | +6.1% | +9.5% | +8.2% | +10.0% | +20.4% | +17.5% | +19.6% |
| Worst | −6.2% | −19.5% | −21.3% | −3.6% | −9.1% | −8.0% | −6.1% | −4.1% | −33.6% | −22.4% | −18.9% | −8.5% |
| vs SPY ⓘ | +1.8pp | −0.3pp | −1.1pp | +0.7pp | +0.0pp | −0.4pp | −0.2pp | −0.5pp | −1.0pp | −3.5pp | −3.8pp | +0.1pp |
236 monthly observations across 2005–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
