| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | PCOR | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −22.3% | −2.6% | +3.6% | −0.7% | −12.5% | −17.9% | +23.5% | — | — | — | — | — | −31.0% | +7.5% | −38.6pp |
| 2025 | +6.2% | −3.9% | −13.7% | −2.9% | +4.8% | +1.9% | +4.7% | −3.0% | +4.9% | +1.2% | +0.3% | −1.8% | −2.9% | +17.7% | −20.6pp |
| 2024 | +3.1% | +9.3% | +5.3% | −16.7% | −1.9% | −1.2% | +7.1% | −16.6% | +4.1% | +6.4% | +23.7% | −7.7% | +8.2% | +24.9% | −16.6pp |
| 2023 | +18.6% | +19.7% | −6.5% | −14.7% | +13.2% | +7.6% | +16.6% | −10.9% | −3.3% | −6.5% | −3.3% | +17.1% | +46.7% | +26.2% | +20.5pp |
| 2022 | −21.8% | +4.2% | −11.1% | −4.3% | −18.0% | −0.2% | +13.9% | +5.6% | −9.4% | +10.5% | −10.4% | −3.7% | −41.0% | −18.2% | −22.8pp |
| 2021 · part | — | — | — | — | — | +9.9% | +8.8% | −12.2% | −1.5% | +2.4% | −7.3% | −5.7% | −7.5% | +28.7% | −36.2pp |
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. PCOR 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 ⓘ | 5 | 5 | 5 | 5 | 5 | 6 | 6 | 5 | 5 | 5 | 5 | 5 |
| Positive ⓘ | 60% | 60% | 40% | 0% | 40% | 50% | 100% | 20% | 40% | 80% | 40% | 20% |
| Median | +3.1% | +4.2% | −6.5% | −4.3% | −1.9% | +0.8% | +11.3% | −10.9% | −1.5% | +2.4% | −3.3% | −3.7% |
| Best | +18.6% | +19.7% | +5.3% | −0.7% | +13.2% | +9.9% | +23.5% | +5.6% | +4.9% | +10.5% | +23.7% | +17.1% |
| Worst | −22.3% | −3.9% | −13.7% | −16.7% | −18.0% | −17.9% | +4.7% | −16.6% | −9.4% | −6.5% | −10.4% | −7.7% |
| vs SPY ⓘ | +1.5pp | +4.1pp | −8.1pp | −11.2pp | −6.9pp | −1.1pp | +6.1pp | −9.3pp | +1.4pp | −1.1pp | −6.5pp | −1.9pp |
62 monthly observations across 2021–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
