| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | HTZ | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −4.7% | −7.3% | +1.5% | +38.0% | −15.1% | −58.1% | −26.3% | — | — | — | — | — | −67.5% | +7.5% | −75.0pp |
| 2025 | +12.8% | +1.0% | −5.5% | +73.1% | −4.0% | +4.3% | −6.1% | −10.6% | +18.7% | −24.6% | +2.1% | −1.9% | +40.4% | +17.7% | +22.7pp |
| 2024 | −19.6% | −6.0% | −0.3% | −41.9% | −4.2% | −19.0% | +15.6% | −25.5% | +8.6% | −15.8% | +77.0% | −25.6% | −64.8% | +24.9% | −89.7pp |
| 2023 | +17.1% | +2.7% | −12.0% | +2.4% | −6.0% | +17.3% | −8.4% | +0.6% | −27.7% | −31.2% | −1.1% | +24.6% | −32.5% | +26.2% | −58.7pp |
| 2022 | −22.9% | +5.5% | +9.0% | −9.4% | +0.0% | −21.1% | +35.2% | −13.8% | −11.8% | +13.0% | −6.5% | −10.5% | −38.4% | −18.2% | −20.2pp |
| 2021 | +36.7% | −6.3% | — | — | — | — | — | — | — | — | +1081.9% | +3.4% | +1466.3% | +28.7% | +1437.6pp |
| 2020 | +0.1% | −18.8% | −51.7% | −34.6% | −75.2% | +41.0% | +2.8% | +0.7% | −24.0% | −36.9% | +127.1% | −19.5% | −91.9% | +18.3% | −110.2pp |
| 2019 | +21.5% | +15.1% | −9.1% | +4.7% | −22.6% | +30.6% | −2.8% | −22.0% | +14.3% | −2.4% | +14.7% | +1.6% | +32.8% | +31.2% | +1.6pp |
| 2018 | +3.8% | −20.7% | +9.1% | +10.3% | −31.1% | +1.7% | −0.7% | +15.6% | −7.3% | −15.8% | +36.1% | −27.0% | −38.2% | −4.6% | −33.7pp |
| 2017 | −2.7% | +8.3% | −22.8% | −6.0% | −38.1% | +12.6% | +18.9% | +59.0% | +2.9% | +11.2% | −23.8% | +16.6% | +2.5% | +21.7% | −19.2pp |
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. HTZ 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.
