| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SRHQ | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +1.7% | +3.5% | −3.6% | +9.2% | +1.5% | +3.3% | +4.3% | — | — | — | — | — | +21.2% | +9.3% | +11.8pp |
| 2025 | +3.9% | −4.1% | −3.7% | −1.4% | +3.1% | +3.3% | −0.3% | +3.3% | +0.8% | +0.7% | +0.6% | +1.3% | +7.3% | +17.7% | −10.4pp |
| 2024 | −0.3% | +5.5% | +3.7% | −5.6% | +1.5% | −0.1% | +7.6% | +2.7% | +1.9% | −1.9% | +6.4% | −5.1% | +16.5% | +24.9% | −8.4pp |
| 2023 | +6.0% | −1.8% | −0.4% | +1.9% | −3.0% | +8.5% | +2.9% | −1.5% | −3.9% | −3.2% | +8.2% | +7.5% | +21.8% | +26.2% | −4.4pp |
| 2022 · part | — | — | — | — | — | — | — | — | — | — | +4.7% | −4.6% | −0.1% | −18.2% | +18.1pp |
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. SRHQ 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 ⓘ | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 3 | 3 | 3 | 4 | 4 |
| Positive ⓘ | 75% | 50% | 25% | 50% | 75% | 75% | 75% | 67% | 67% | 33% | 100% | 50% |
| Median | +2.8% | +0.9% | −2.0% | +0.2% | +1.5% | +3.3% | +3.6% | +2.7% | +0.8% | −1.9% | +5.6% | −1.6% |
| Best | +6.0% | +5.5% | +3.7% | +9.2% | +3.1% | +8.5% | +7.6% | +3.3% | +1.9% | +0.7% | +8.2% | +7.5% |
| Worst | −0.3% | −4.1% | −3.7% | −5.6% | −3.0% | −0.1% | −0.3% | −1.5% | −3.9% | −3.2% | +0.6% | −5.1% |
| vs SPY ⓘ | −0.0pp | +0.5pp | +0.9pp | −0.9pp | −3.5pp | +0.1pp | +2.3pp | +0.4pp | −0.2pp | −1.1pp | −0.2pp | +1.2pp |
45 monthly observations across 2022–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
