| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | PRPO | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +6.8% | −1.9% | +3.8% | +23.6% | −26.2% | +8.6% | −11.8% | — | — | — | — | — | −4.9% | +7.5% | −12.5pp |
| 2025 | +24.1% | +5.9% | −13.9% | −3.0% | +55.2% | +16.9% | +29.2% | +8.8% | +14.6% | +15.2% | +18.7% | −5.5% | +314.8% | +17.7% | +297.1pp |
| 2024 | −1.8% | +4.3% | +0.6% | −14.2% | +0.2% | −9.9% | −2.5% | +29.6% | +2.1% | −4.3% | −7.3% | −6.8% | −14.8% | +24.9% | −39.7pp |
| 2023 | +65.0% | −8.7% | −20.1% | −8.1% | −4.9% | −32.8% | −15.1% | −0.3% | −15.0% | +40.1% | −13.2% | −4.8% | −41.1% | +26.2% | −67.2pp |
| 2022 | −18.4% | +18.6% | −11.8% | −20.7% | +6.5% | −7.0% | +15.1% | −3.3% | −31.9% | +0.7% | −5.3% | −28.1% | −65.1% | −18.2% | −46.9pp |
| 2021 | +37.2% | −14.1% | −5.3% | −21.2% | +81.9% | +9.7% | −14.3% | +8.4% | −16.3% | −16.3% | −17.8% | −18.6% | −23.7% | +28.7% | −52.4pp |
| 2020 | −8.5% | −18.4% | −54.3% | +5.2% | +13.8% | +69.5% | +121.1% | −30.6% | +12.4% | −20.8% | +16.0% | −8.0% | +1.0% | +18.3% | −17.4pp |
| 2019 | +21.8% | −15.5% | −21.1% | +224.3% | −9.9% | −38.0% | −13.6% | −13.0% | +2.8% | −9.2% | −10.8% | −3.1% | −10.8% | +31.2% | −42.0pp |
| 2018 | −5.0% | −43.9% | −16.1% | −21.2% | +7.6% | −19.2% | +7.7% | +1.0% | −1.2% | −31.7% | −14.5% | −33.3% | −87.2% | −4.6% | −82.6pp |
| 2017 | +142.8% | −41.3% | +38.8% | −34.2% | −32.4% | +3500.0% | −8.9% | −72.2% | −5.3% | −9.7% | −33.3% | −7.7% | +322.2% | +21.7% | +300.5pp |
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. PRPO 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 ⓘ | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 | 10 |
| Positive ⓘ | 60% | 30% | 30% | 30% | 60% | 50% | 40% | 40% | 40% | 30% | 20% | 10% |
| Median | +14.3% | −11.4% | −12.8% | −11.2% | +3.4% | +0.8% | −5.7% | −1.8% | −2.4% | −9.5% | −9.0% | −7.2% |
| Best | +142.8% | +18.6% | +38.8% | +224.3% | +81.9% | +3500.0% | +121.1% | +29.6% | +14.6% | +40.1% | +18.7% | +35.3% |
| Worst | −18.4% | −43.9% | −54.3% | −34.2% | −32.4% | −38.0% | −15.1% | −72.2% | −31.9% | −31.7% | −33.3% | −33.3% |
| vs SPY ⓘ | +9.5pp | −8.3pp | −11.6pp | −9.9pp | +0.8pp | +4.3pp | −6.6pp | −0.7pp | −2.7pp | −11.7pp | −13.8pp | −9.1pp |
120 monthly observations across 2016–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
