| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | HWH | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +10.7% | −21.8% | −16.3% | −1.9% | +1.9% | +31.5% | +1.4% | — | — | — | — | — | −3.4% | +9.3% | −12.7pp |
| 2025 | −37.2% | −14.0% | −28.7% | −4.8% | +1.7% | +5.8% | +8.7% | +4.3% | +90.3% | −25.5% | −23.0% | −5.1% | −53.8% | +17.7% | −71.5pp |
| 2024 · part | — | −16.9% | −3.1% | +102.1% | −43.7% | −5.6% | −14.2% | −38.3% | +63.0% | −18.0% | +35.9% | −34.2% | −45.3% | +24.9% | −70.2pp |
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. HWH 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 ⓘ | 2 | 3 | 3 | 3 | 3 | 3 | 3 | 2 | 2 | 2 | 2 | 2 |
| Positive ⓘ | 50% | 0% | 0% | 33% | 67% | 67% | 67% | 50% | 100% | 0% | 50% | 0% |
| Median | −13.2% | −16.9% | −16.3% | −1.9% | +1.7% | +5.8% | +1.4% | −17.0% | +76.6% | −21.8% | +6.4% | −19.6% |
| Best | +10.7% | −14.0% | −3.1% | +102.1% | +1.9% | +31.5% | +8.7% | +4.3% | +90.3% | −18.0% | +35.9% | −5.1% |
| Worst | −37.2% | −21.8% | −28.7% | −4.8% | −43.7% | −5.6% | −14.2% | −38.3% | +63.0% | −25.5% | −23.0% | −34.2% |
| vs SPY ⓘ | −15.3pp | −21.0pp | −11.3pp | −4.0pp | −4.6pp | +0.7pp | +2.1pp | −19.2pp | +73.8pp | −22.5pp | +3.3pp | −18.5pp |
30 monthly observations across 2024–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
