| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | PDI | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +4.3% | −0.3% | −3.7% | +3.3% | −2.7% | +0.9% | −4.7% | — | — | — | — | — | −3.1% | +7.5% | −10.7pp |
| 2025 | +6.7% | +4.3% | +0.4% | −5.5% | +2.3% | +2.7% | +2.4% | +3.5% | +1.9% | −6.2% | −0.4% | −0.8% | +11.1% | +17.7% | −6.7pp |
| 2024 | +8.2% | +0.7% | +2.1% | −0.3% | +2.5% | −1.2% | +2.1% | +2.1% | +7.0% | −2.7% | −0.7% | −3.2% | +17.2% | +24.9% | −7.7pp |
| 2023 | +12.7% | −4.0% | −6.8% | +1.1% | +2.7% | +4.0% | +2.9% | −4.4% | −3.0% | −4.2% | +10.3% | +2.1% | +12.0% | +26.2% | −14.1pp |
| 2022 | — | — | — | — | — | — | — | — | — | −31.5% | +1.2% | −2.8% | −32.6% | −18.2% | −14.5pp |
| 2021 · part | −1.2% | +3.1% | +4.6% | +2.9% | — | — | — | — | — | — | — | — | +9.6% | +28.7% | −19.2pp |
| 2020 | +1.5% | −10.3% | −25.3% | +5.8% | +4.0% | +1.7% | +1.1% | −2.7% | +4.3% | −4.7% | +9.9% | −0.5% | −18.5% | +18.3% | −36.9pp |
| 2019 | +10.5% | −2.0% | +1.6% | −2.4% | +3.0% | −0.2% | −0.3% | −1.6% | +3.1% | +2.3% | +0.1% | −2.6% | +11.2% | +31.2% | −20.1pp |
| 2018 | +0.5% | +0.5% | +1.6% | −0.6% | +3.4% | +0.5% | +3.4% | −0.3% | +1.9% | −5.4% | −1.2% | −6.7% | −2.9% | −4.6% | +1.7pp |
| 2017 | +2.8% | −0.2% | +1.5% | +1.3% | +1.6% | +1.7% | +2.1% | −1.4% | +1.5% | −1.9% | +0.6% | −1.3% | +8.5% | +21.7% | −13.2pp |
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. PDI 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.
