| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | HUMA | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +3.9% | +11.7% | −45.6% | +38.7% | +54.4% | −40.0% | −19.9% | — | — | — | — | — | −35.0% | +7.5% | −42.5pp |
| 2025 | −9.3% | −25.8% | −49.9% | −15.0% | +84.1% | −21.7% | +14.8% | −35.4% | +12.3% | −4.0% | −19.2% | −28.8% | −81.0% | +17.7% | −98.7pp |
| 2024 | +16.9% | +31.0% | −28.5% | +26.0% | +90.8% | −35.8% | +97.1% | −36.0% | −10.1% | −7.2% | −10.5% | +11.7% | +77.8% | +24.9% | +52.9pp |
| 2023 | +24.6% | +16.3% | +1.0% | +4.9% | +5.9% | −16.6% | +14.7% | +16.8% | −23.5% | −27.6% | +25.0% | +7.2% | +34.6% | +26.2% | +8.4pp |
| 2022 | −25.8% | +12.1% | +17.1% | +0.3% | −23.3% | −40.9% | +8.4% | +4.9% | −10.7% | +5.7% | −9.4% | −32.4% | −70.9% | −18.2% | −52.7pp |
| 2021 · part | — | — | — | — | — | — | — | — | −20.6% | −21.6% | +19.0% | −33.1% | −50.4% | +28.7% | −79.1pp |
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. HUMA 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.
