| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | POWI | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +29.3% | +4.8% | +6.8% | +42.0% | +15.8% | −0.3% | −27.3% | — | — | — | — | — | +72.5% | +7.5% | +64.9pp |
| 2025 | +1.0% | −2.1% | −16.9% | −2.7% | +1.7% | +12.4% | −13.2% | −6.6% | −10.8% | +4.2% | −19.3% | +5.8% | −41.3% | +17.7% | −59.0pp |
| 2024 | −8.7% | −4.4% | +0.1% | −6.8% | +14.2% | −7.7% | +4.1% | −7.9% | −4.4% | −5.8% | +8.8% | −5.8% | −24.0% | +24.9% | −48.9pp |
| 2023 | +20.0% | −4.2% | +2.9% | −14.0% | +19.0% | +9.6% | +2.6% | −13.3% | −9.2% | −9.1% | +10.5% | +7.5% | +15.6% | +26.2% | −10.6pp |
| 2022 | −13.1% | +11.7% | +3.0% | −13.7% | +5.7% | −11.1% | +13.3% | −15.7% | −10.1% | +3.7% | +20.9% | −10.9% | −22.1% | −18.2% | −3.9pp |
| 2021 | −1.6% | +9.9% | −7.8% | +1.6% | −0.6% | −0.2% | +18.2% | +12.1% | −8.9% | +4.3% | −2.9% | −7.1% | +14.1% | +28.7% | −14.6pp |
| 2020 | −1.3% | −10.7% | +1.5% | +15.9% | +6.1% | +9.0% | +3.3% | −8.1% | −1.0% | +8.7% | +18.8% | +14.7% | +66.8% | +18.3% | +48.4pp |
| 2019 | +8.2% | +11.0% | −4.3% | +13.0% | −17.3% | +23.1% | +13.6% | −2.1% | +1.6% | +0.8% | +0.6% | +8.1% | +63.6% | +31.2% | +32.4pp |
| 2018 | +1.6% | −9.8% | +1.7% | −0.8% | +11.1% | −2.8% | −2.1% | +2.8% | −13.8% | −10.9% | +12.8% | −3.8% | −16.3% | −4.6% | −11.8pp |
| 2017 | +4.6% | −10.8% | +4.0% | +0.3% | +1.7% | +8.9% | −3.1% | +3.3% | +0.5% | +9.8% | −2.1% | −6.3% | +9.3% | +21.7% | −12.4pp |
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. POWI 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 ⓘ | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 |
| Positive ⓘ | 48% | 57% | 57% | 48% | 76% | 43% | 52% | 48% | 43% | 62% | 62% | 57% |
| Median | −0.3% | +3.2% | +1.5% | −0.8% | +3.7% | −0.3% | +1.1% | −1.6% | −1.8% | +3.7% | +3.3% | +3.1% |
| Best | +29.3% | +15.4% | +14.6% | +42.0% | +19.0% | +23.1% | +36.0% | +15.7% | +16.1% | +20.0% | +27.0% | +14.7% |
| Worst | −26.0% | −10.8% | −16.9% | −28.2% | −17.3% | −11.1% | −27.3% | −22.4% | −18.1% | −12.9% | −19.3% | −15.8% |
| vs SPY ⓘ | +0.2pp | +1.0pp | −0.8pp | −1.9pp | +1.5pp | +0.0pp | −2.6pp | −0.4pp | −1.5pp | +1.1pp | +0.9pp | +2.9pp |
252 monthly observations across 2005–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
