| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ORHB | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +0.0% | +100.0% | −50.0% | +400.0% | −60.0% | +0.0% | −50.0% | — | — | — | — | — | +0.0% | +9.3% | −9.3pp |
| 2025 | +100.0% | −50.0% | +100.0% | +0.0% | +0.0% | +0.0% | −50.0% | +0.0% | +0.0% | +0.0% | +100.0% | −50.0% | +0.0% | +17.7% | −17.7pp |
| 2024 | +49.6% | +44.1% | −35.7% | −25.0% | +1.8% | −10.3% | −51.9% | +58.4% | −54.0% | +11.0% | −96.0% | −75.0% | −99.6% | +24.9% | −124.5pp |
| 2023 | −16.7% | −4.0% | −25.0% | −11.1% | +0.0% | +4.9% | −22.5% | −12.9% | −4.8% | −46.2% | +10.7% | −14.6% | −81.7% | +26.2% | −107.9pp |
| 2022 | +3.2% | +64.4% | −28.4% | +48.7% | +103.0% | +49.5% | −5.5% | +1.8% | −30.4% | −12.5% | +57.1% | +36.4% | +588.1% | −18.2% | +606.2pp |
| 2021 | −23.1% | +150.0% | −38.0% | −9.7% | −10.7% | +42.0% | +12.7% | −45.0% | +54.5% | −26.5% | +24.0% | −29.7% | −16.2% | +28.7% | −44.9pp |
| 2020 · part | — | — | — | — | — | — | +4.5% | −40.0% | +19.0% | −12.0% | −45.0% | +114.9% | −22.4% | +18.3% | −40.7pp |
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. ORHB 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 ⓘ | 6 | 6 | 6 | 6 | 6 | 6 | 7 | 6 | 6 | 6 | 6 | 6 |
| Positive ⓘ | 50% | 67% | 17% | 33% | 33% | 50% | 29% | 33% | 33% | 17% | 67% | 33% |
| Median | +1.6% | +54.3% | −32.0% | −4.8% | +0.0% | +2.4% | −22.5% | −6.5% | −2.4% | −12.3% | +17.3% | −22.2% |
| Best | +100.0% | +150.0% | +100.0% | +400.0% | +103.0% | +49.5% | +12.7% | +58.4% | +54.5% | +11.0% | +100.0% | +114.9% |
| Worst | −23.1% | −50.0% | −50.0% | −25.0% | −60.0% | −10.3% | −51.9% | −45.0% | −54.0% | −46.2% | −96.0% | −75.0% |
| vs SPY ⓘ | +3.5pp | +53.2pp | −35.6pp | −5.9pp | −4.8pp | −0.3pp | −25.8pp | −6.7pp | −1.8pp | −15.1pp | +13.2pp | −26.8pp |
73 monthly observations across 2020–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
