| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | HTHT | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +1.0% | +15.3% | −8.2% | +2.7% | −10.8% | −7.1% | +3.7% | — | — | — | — | — | −5.7% | +7.5% | −13.2pp |
| 2025 | −2.7% | +11.7% | +3.1% | −4.5% | +3.0% | −3.8% | −8.0% | +18.0% | +8.4% | −1.3% | +19.4% | +2.1% | +50.3% | +17.7% | +32.5pp |
| 2024 | −5.0% | +15.1% | +5.9% | −5.1% | +1.4% | −10.5% | −10.0% | +3.8% | +22.2% | −1.4% | −12.3% | +2.7% | +1.0% | +24.9% | −23.9pp |
| 2023 | +11.9% | −0.2% | +3.4% | −4.2% | −21.9% | +5.9% | +23.9% | −16.2% | −2.1% | −4.5% | −2.9% | −6.1% | −19.0% | +26.2% | −45.2pp |
| 2022 | +5.8% | +4.7% | −19.7% | −8.3% | +7.5% | +17.2% | +0.7% | −1.9% | −10.9% | −19.3% | +41.4% | +10.8% | +14.3% | −18.2% | +32.5pp |
| 2021 | +7.7% | +19.9% | −5.6% | +7.4% | −3.0% | −7.6% | −14.8% | +7.4% | −5.0% | +1.1% | −14.8% | −5.5% | −17.1% | +28.7% | −45.8pp |
| 2020 | −13.2% | −2.2% | −14.9% | +25.3% | −6.1% | +3.6% | −2.1% | +30.3% | −3.3% | −8.3% | +25.6% | −9.5% | +13.3% | +18.3% | −5.0pp |
| 2019 | +10.9% | +10.5% | +20.2% | +0.6% | −27.8% | +18.5% | −9.6% | +0.8% | −0.0% | +14.7% | −9.6% | +17.1% | +40.0% | +31.2% | +8.7pp |
| 2018 | +3.5% | +1.6% | −13.3% | +6.0% | +26.0% | −4.6% | −4.7% | −14.0% | −6.2% | −19.0% | +20.6% | −8.2% | −19.8% | −4.6% | −15.2pp |
| 2017 | +4.2% | +7.3% | +7.0% | +14.4% | +7.6% | +5.6% | +26.1% | +11.6% | +4.7% | +12.7% | −20.3% | +36.2% | +180.3% | +21.7% | +158.6pp |
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. HTHT 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 ⓘ | 16 | 16 | 16 | 17 | 17 | 17 | 17 | 16 | 16 | 16 | 16 | 16 |
| Positive ⓘ | 56% | 75% | 44% | 59% | 47% | 47% | 41% | 75% | 38% | 56% | 38% | 63% |
| Median | +2.2% | +4.2% | −6.3% | +0.7% | −3.0% | +0.0% | −1.9% | +6.8% | −0.9% | +1.5% | −2.4% | +1.3% |
| Best | +11.9% | +19.9% | +36.5% | +25.5% | +26.0% | +18.5% | +26.1% | +30.3% | +22.2% | +20.5% | +41.4% | +36.2% |
| Worst | −17.4% | −17.6% | −26.1% | −9.7% | −27.8% | −10.5% | −14.8% | −16.2% | −17.6% | −19.3% | −20.3% | −9.5% |
| vs SPY ⓘ | −1.3pp | +4.3pp | −2.8pp | −0.8pp | −3.3pp | −0.6pp | −3.1pp | +6.9pp | +0.4pp | −0.4pp | −2.6pp | +1.3pp |
196 monthly observations across 2010–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
