| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | HRMY | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −2.4% | −21.9% | −1.9% | +11.6% | +1.1% | +15.3% | −1.5% | — | — | — | — | — | −4.2% | +7.5% | −11.7pp |
| 2025 | +12.7% | −12.7% | −1.9% | −11.2% | +17.1% | −8.4% | +11.3% | +4.9% | −25.3% | +3.7% | +23.5% | +6.0% | +8.7% | +17.7% | −9.0pp |
| 2024 | −2.4% | +1.8% | +4.6% | −8.0% | −4.9% | +2.6% | +12.2% | +6.3% | +11.2% | −19.7% | +7.9% | −0.7% | +6.5% | +24.9% | −18.4pp |
| 2023 | −12.6% | −8.6% | −25.8% | −1.3% | +7.3% | +1.8% | +0.5% | +2.5% | −9.6% | −28.2% | +23.4% | +11.1% | −41.4% | +26.2% | −67.6pp |
| 2022 | −15.9% | +11.4% | +21.7% | −7.4% | −3.2% | +11.9% | +4.0% | −13.4% | +0.9% | +17.4% | +14.9% | −7.8% | +29.2% | −18.2% | +47.4pp |
| 2021 · part | — | — | −6.9% | −11.3% | +9.1% | −11.7% | −7.3% | +29.5% | +13.1% | +8.2% | −17.8% | +25.1% | +20.2% | +28.7% | −8.5pp |
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. HRMY 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 ⓘ | 5 | 5 | 6 | 6 | 6 | 6 | 6 | 5 | 5 | 5 | 5 | 5 |
| Positive ⓘ | 20% | 40% | 33% | 17% | 67% | 67% | 67% | 80% | 60% | 60% | 80% | 60% |
| Median | −2.4% | −8.6% | −1.9% | −7.7% | +4.2% | +2.2% | +2.3% | +4.9% | +0.9% | +3.7% | +14.9% | +6.0% |
| Best | +12.7% | +11.4% | +21.7% | +11.6% | +17.1% | +15.3% | +12.2% | +29.5% | +13.1% | +17.4% | +23.5% | +25.1% |
| Worst | −15.9% | −21.9% | −25.8% | −11.3% | −4.9% | −11.7% | −7.3% | −13.4% | −25.3% | −28.2% | −17.8% | −7.8% |
| vs SPY ⓘ | −3.9pp | −6.1pp | +2.2pp | −3.4pp | +1.7pp | −2.8pp | −1.0pp | +3.9pp | +9.1pp | +1.2pp | +9.4pp | +6.0pp |
65 monthly observations across 2021–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
