| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | PAR | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −27.8% | −37.5% | −18.7% | +0.8% | +14.9% | +12.8% | −0.3% | — | — | — | — | — | −52.1% | +7.5% | −59.7pp |
| 2025 | −0.1% | −5.3% | −10.7% | −4.8% | +12.3% | +5.8% | −12.4% | −15.8% | −22.7% | −10.7% | −2.3% | +5.1% | −50.1% | +17.7% | −67.8pp |
| 2024 | +4.6% | −3.8% | +3.5% | −6.8% | +5.5% | +5.5% | +7.5% | +6.6% | −3.5% | +13.3% | +37.5% | −10.4% | +66.9% | +24.9% | +42.0pp |
| 2023 | +30.4% | +0.5% | −0.6% | −9.9% | +13.0% | −4.7% | +5.0% | +25.7% | −11.4% | −24.3% | +26.2% | +18.2% | +67.0% | +26.2% | +40.8pp |
| 2022 | −28.9% | +11.8% | −3.8% | −18.1% | +13.7% | −0.2% | +11.0% | −15.4% | −16.1% | −2.5% | −15.3% | +7.0% | −50.6% | −18.2% | −32.4pp |
| 2021 | −0.8% | +39.5% | −24.7% | +25.6% | −18.5% | +4.5% | −12.7% | +11.3% | −9.5% | +2.1% | −16.6% | +0.8% | −16.0% | +28.7% | −44.7pp |
| 2020 | +10.7% | −22.2% | −51.5% | +47.0% | +32.3% | +19.7% | +2.8% | +21.4% | +8.5% | −8.7% | +46.0% | +16.3% | +104.3% | +18.3% | +85.9pp |
| 2019 | +14.6% | +8.2% | −9.3% | −3.1% | +18.6% | +0.3% | −7.8% | −11.0% | +4.1% | +5.4% | +20.1% | +2.2% | +43.1% | +31.2% | +11.9pp |
| 2018 | −8.0% | +28.4% | +27.6% | +1.4% | −2.0% | +26.2% | +5.7% | +37.5% | −13.5% | −20.3% | +12.3% | +9.5% | +132.6% | −4.6% | +137.2pp |
| 2017 | +16.7% | +0.6% | +9.5% | +19.2% | +1.4% | −1.8% | +5.3% | +20.2% | −2.7% | +4.8% | −20.3% | +7.2% | +68.1% | +21.7% | +46.4pp |
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. PAR 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.
