| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | HYDR | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +18.8% | +3.8% | −9.2% | +63.2% | +22.4% | −24.5% | −31.5% | — | — | — | — | — | +15.6% | +7.5% | +8.1pp |
| 2025 | −5.3% | −7.8% | −15.2% | −0.9% | +9.3% | +27.8% | +4.6% | +8.4% | +30.3% | +28.2% | −15.7% | −12.1% | +43.7% | +17.7% | +26.0pp |
| 2024 | −12.6% | −9.4% | +3.1% | −7.4% | +28.0% | −21.7% | +2.4% | −10.0% | +6.1% | −15.3% | +18.3% | −9.7% | −33.1% | +24.9% | −58.0pp |
| 2023 | +24.0% | −10.2% | −9.7% | −11.3% | −10.2% | +5.6% | +13.6% | −17.4% | −14.4% | −18.0% | +7.8% | +5.8% | −36.5% | +26.2% | −62.7pp |
| 2022 | −23.0% | +14.0% | +5.4% | −19.1% | −6.6% | −16.4% | +20.5% | +1.4% | −24.1% | −2.0% | +10.7% | −10.2% | −47.2% | −18.2% | −29.1pp |
| 2021 · part | — | — | — | — | — | — | — | −0.3% | −7.5% | +23.0% | −9.6% | −15.4% | −13.3% | +28.7% | −42.0pp |
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. HYDR 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.
