| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | HSDT | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −4.8% | −32.0% | −7.5% | +17.9% | −6.6% | −13.4% | +0.0% | — | — | — | — | — | −42.9% | +7.5% | −50.4pp |
| 2025 | +11.9% | −36.9% | −15.3% | −40.1% | +14.3% | −95.6% | −24.1% | −11.4% | +143.3% | −60.1% | −30.1% | −30.4% | −99.4% | +17.7% | −117.1pp |
| 2024 | −17.2% | −31.5% | +27.9% | −31.6% | −64.7% | −30.5% | −26.5% | +6.1% | −26.5% | −9.7% | −3.6% | +37.2% | −91.7% | +24.9% | −116.5pp |
| 2023 | +23.8% | −27.9% | −6.9% | −23.9% | −20.1% | +23.9% | +9.4% | −35.4% | +40.0% | −20.3% | −15.9% | +26.4% | −47.6% | +26.2% | −73.8pp |
| 2022 | −24.1% | +17.8% | −28.7% | −6.6% | −52.8% | −19.2% | −27.7% | −35.6% | −49.7% | −0.1% | +13.2% | −1.6% | −94.1% | −18.2% | −75.9pp |
| 2021 | +3.2% | +1.7% | +32.0% | −6.8% | −20.3% | +27.2% | −9.4% | −6.4% | −2.6% | +1.0% | −52.2% | −23.5% | −60.0% | +28.7% | −88.8pp |
| 2020 | +4.1% | −9.9% | −63.7% | +30.0% | +15.2% | −13.6% | +30.0% | −10.1% | −22.4% | −1.3% | −1.3% | −0.1% | −61.2% | +18.3% | −79.5pp |
| 2019 | −19.7% | −3.7% | −6.1% | −63.2% | +6.5% | −15.7% | +1.4% | −11.7% | −16.2% | −10.3% | −64.9% | +86.5% | −89.4% | +31.2% | −120.6pp |
| 2018 | −12.3% | +458.8% | −16.2% | −24.5% | +41.2% | −11.6% | −3.8% | +9.4% | −2.3% | +4.6% | −18.9% | +10.4% | +271.7% | −4.6% | +276.3pp |
| 2017 | +21.3% | −2.5% | −4.5% | −2.3% | +2.4% | +0.3% | +19.9% | +11.8% | +37.6% | +7.8% | −26.4% | +8.1% | +78.8% | +21.7% | +57.1pp |
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. HSDT 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 ⓘ | 12 | 12 | 12 | 12 | 12 | 12 | 13 | 12 | 12 | 12 | 12 | 12 |
| Positive ⓘ | 42% | 42% | 25% | 25% | 50% | 33% | 38% | 33% | 33% | 42% | 33% | 42% |
| Median | −6.8% | −3.1% | −6.5% | −9.7% | −2.1% | −13.5% | −3.8% | −10.8% | −4.7% | −0.1% | −9.8% | −0.9% |
| Best | +23.8% | +458.8% | +32.0% | +43.6% | +41.2% | +29.3% | +30.0% | +11.8% | +143.3% | +29.4% | +77.7% | +86.5% |
| Worst | −24.1% | −36.9% | −63.7% | −63.2% | −64.7% | −95.6% | −27.7% | −47.4% | −49.7% | −60.1% | −64.9% | −30.4% |
| vs SPY ⓘ | −6.0pp | −4.2pp | −6.3pp | −12.8pp | −5.5pp | −12.3pp | −7.5pp | −11.7pp | −4.2pp | −7.1pp | −16.5pp | +1.1pp |
145 monthly observations across 2014–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
