| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | WHA.AS | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +7.7% | +12.3% | −8.8% | +3.5% | +1.1% | −4.8% | −3.3% | — | — | — | — | — | +6.3% | +7.5% | −1.2pp |
| 2025 | +6.4% | +7.1% | +2.0% | +3.9% | +4.6% | −2.6% | +6.3% | +3.3% | +2.4% | −3.2% | +8.5% | −3.6% | +40.0% | +17.7% | +22.3pp |
| 2024 | −3.7% | −4.0% | +8.1% | −1.2% | +7.4% | −5.6% | +4.7% | +1.9% | +5.4% | −4.8% | −1.8% | −1.0% | +4.0% | +24.9% | −20.9pp |
| 2023 | +10.4% | +9.3% | −5.6% | +6.3% | −1.5% | +2.2% | +15.6% | −0.7% | −6.2% | −5.6% | +8.0% | −5.9% | +25.8% | +26.2% | −0.4pp |
| 2022 | +6.4% | +19.4% | +8.6% | −5.7% | +0.4% | −8.2% | +3.0% | −8.7% | −12.9% | +5.5% | +6.9% | −5.8% | +4.3% | −18.2% | +22.5pp |
| 2021 | +12.5% | +14.7% | +5.0% | +2.2% | +1.6% | −1.6% | −3.2% | −3.5% | −8.7% | +9.4% | −11.3% | +7.6% | +23.2% | +28.7% | −5.6pp |
| 2020 | −14.5% | −13.0% | −53.8% | +31.4% | −4.8% | +7.4% | −10.5% | −4.0% | +11.1% | +2.3% | +37.5% | −1.9% | −39.3% | +18.3% | −57.6pp |
| 2019 | +5.2% | −8.3% | −5.0% | −3.8% | −4.2% | +5.4% | −13.8% | −5.6% | +12.1% | +7.0% | +2.4% | −7.3% | −17.5% | +31.2% | −48.7pp |
| 2018 | +1.9% | −24.2% | +2.4% | +12.5% | −2.8% | +4.0% | −3.7% | −0.8% | −4.0% | +2.6% | −4.9% | −5.9% | −24.4% | −4.6% | −19.8pp |
| 2017 | −3.4% | +1.7% | +0.3% | +4.2% | +1.5% | +0.1% | −3.0% | +0.5% | −3.0% | −0.3% | −0.1% | +2.7% | +0.8% | +21.7% | −20.9pp |
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. WHA.AS 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.
