| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | HTH | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +10.3% | +0.5% | −4.3% | +5.2% | +0.7% | +2.8% | +1.9% | — | — | — | — | — | +17.7% | +7.5% | +10.2pp |
| 2025 | +5.4% | +6.6% | −4.8% | −3.0% | +1.6% | +1.8% | −2.5% | +19.2% | −4.7% | −3.4% | +6.8% | −1.1% | +21.3% | +17.7% | +3.6pp |
| 2024 | −10.6% | −1.4% | +1.4% | −6.6% | +5.1% | +2.3% | +5.5% | +0.1% | −2.1% | −4.8% | +3.9% | −9.5% | −16.9% | +24.9% | −41.8pp |
| 2023 | +9.0% | +1.9% | −10.6% | +4.6% | −4.3% | +6.6% | −1.7% | −1.2% | −6.7% | −2.6% | +7.2% | +19.6% | +19.8% | +26.2% | −6.4pp |
| 2022 | −6.0% | −6.0% | −4.9% | −13.3% | +18.3% | −11.2% | +8.2% | −8.0% | −5.9% | +16.5% | +3.5% | +0.7% | −12.9% | −18.2% | +5.3pp |
| 2021 | +9.2% | +10.4% | +3.3% | +3.1% | +5.9% | −2.0% | −13.0% | +6.0% | −2.4% | +8.5% | −3.7% | +3.3% | +29.5% | +28.7% | +0.8pp |
| 2020 | −9.2% | −7.6% | −27.4% | +27.6% | −2.5% | −1.3% | +5.5% | +6.3% | −0.1% | +10.8% | +6.0% | +14.2% | +12.4% | +18.3% | −5.9pp |
| 2019 | +3.3% | +4.8% | −5.0% | +15.2% | −3.9% | +5.7% | +6.6% | +5.1% | +0.6% | −2.2% | +5.8% | +1.2% | +41.9% | +31.2% | +10.7pp |
| 2018 | +3.4% | −6.9% | −3.5% | −4.4% | +4.9% | −5.9% | −5.8% | +0.1% | −2.8% | −1.3% | −1.5% | −8.8% | −28.7% | −4.6% | −24.1pp |
| 2017 | −8.1% | +3.9% | −3.2% | +1.2% | −9.9% | +4.9% | −4.5% | −5.2% | +9.8% | −9.4% | +5.8% | +1.8% | −14.2% | +21.7% | −35.9pp |
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. HTH 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.
