| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | PPTA | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +10.0% | +38.5% | −23.7% | −1.8% | −2.0% | −23.3% | −16.9% | — | — | — | — | — | −28.7% | +7.5% | −36.2pp |
| 2025 | +10.6% | −27.3% | +24.6% | +37.8% | −5.6% | −12.7% | +24.4% | +25.0% | +7.2% | +18.8% | +7.1% | −5.9% | +126.9% | +17.7% | +109.2pp |
| 2024 | −9.8% | +1.0% | +43.9% | +31.3% | +25.3% | −24.0% | +30.6% | +31.1% | +5.1% | +9.4% | −6.8% | +12.0% | +236.6% | +24.9% | +211.7pp |
| 2023 | +21.9% | +0.3% | +24.6% | +8.1% | −5.0% | −19.7% | +3.0% | −12.4% | −1.5% | +10.7% | −12.5% | +0.3% | +8.6% | +26.2% | −17.6pp |
| 2022 | −22.5% | −2.2% | +13.9% | −13.9% | −1.4% | −4.9% | −16.6% | −6.5% | −21.7% | +16.3% | −10.6% | +39.0% | −38.5% | −18.2% | −20.4pp |
| 2021 · part | — | — | −5.9% | +26.7% | +0.4% | +11.4% | −33.8% | −10.9% | −1.8% | −4.4% | +6.1% | −5.9% | −26.4% | +28.7% | −55.1pp |
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. PPTA 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 | 6 | 6 | 6 | 6 | 6 | 5 | 5 | 5 | 5 | 5 |
| Positive ⓘ | 60% | 60% | 67% | 67% | 33% | 17% | 50% | 40% | 40% | 80% | 40% | 60% |
| Median | +10.0% | +0.3% | +19.2% | +17.4% | −1.7% | −16.2% | −6.8% | −6.5% | −1.5% | +10.7% | −6.8% | +0.3% |
| Best | +21.9% | +38.5% | +43.9% | +37.8% | +25.3% | +11.4% | +30.6% | +31.1% | +7.2% | +18.8% | +7.1% | +39.0% |
| Worst | −22.5% | −27.3% | −23.7% | −13.9% | −5.6% | −24.0% | −33.8% | −12.4% | −21.7% | −4.4% | −12.5% | −5.9% |
| vs SPY ⓘ | +7.9pp | +0.8pp | +15.5pp | +13.9pp | −3.5pp | −20.1pp | −7.4pp | −2.4pp | +3.0pp | +10.3pp | −12.8pp | −4.2pp |
65 monthly observations across 2021–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
