| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | PSTL | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +12.9% | +15.2% | −10.5% | +17.9% | +6.4% | +6.9% | −6.5% | — | — | — | — | — | +46.1% | +7.5% | +38.6pp |
| 2025 | +0.8% | +7.8% | +2.5% | −7.3% | +6.5% | +6.4% | −5.3% | +15.5% | −0.9% | −5.6% | +6.7% | +3.9% | +32.7% | +17.7% | +15.0pp |
| 2024 | −3.2% | +3.3% | +0.0% | −3.3% | −1.7% | −0.4% | +12.2% | −1.5% | +1.0% | −0.6% | −1.0% | −7.9% | −4.1% | +24.9% | −29.0pp |
| 2023 | +6.4% | −3.9% | +4.0% | +1.0% | −3.0% | +0.2% | +2.4% | −2.7% | −6.4% | −0.2% | +5.7% | +4.0% | +6.9% | +26.2% | −19.3pp |
| 2022 | −9.7% | −1.1% | −3.6% | +0.1% | −4.1% | −6.3% | +13.3% | −10.8% | −1.2% | +6.9% | +0.3% | −6.2% | −22.4% | −18.2% | −4.2pp |
| 2021 | −6.5% | +3.2% | +6.8% | +13.4% | +4.8% | −9.7% | +5.4% | +2.8% | −4.7% | +4.2% | −9.7% | +14.1% | +22.9% | +28.7% | −5.9pp |
| 2020 | −1.6% | −2.4% | −1.7% | −0.6% | +9.0% | −5.8% | −7.7% | +4.7% | −0.4% | −8.3% | +17.8% | +4.7% | +4.7% | +18.3% | −13.6pp |
| 2019 · part | — | — | — | — | — | −4.3% | −5.3% | +2.6% | +4.0% | +6.1% | −4.8% | +6.9% | +4.4% | +31.2% | −26.8pp |
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. PSTL 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 ⓘ | 7 | 7 | 7 | 7 | 7 | 8 | 8 | 7 | 7 | 7 | 7 | 7 |
| Positive ⓘ | 43% | 57% | 43% | 57% | 57% | 38% | 50% | 57% | 29% | 43% | 57% | 71% |
| Median | −1.6% | +3.2% | +0.0% | +0.1% | +4.8% | −2.3% | −1.4% | +2.6% | −0.9% | −0.2% | +0.3% | +4.0% |
| Best | +12.9% | +15.2% | +6.8% | +17.9% | +9.0% | +6.9% | +13.3% | +15.5% | +4.0% | +6.9% | +17.8% | +14.1% |
| Worst | −9.7% | −3.9% | −10.5% | −7.3% | −4.1% | −9.7% | −7.7% | −10.8% | −6.4% | −8.3% | −9.7% | −7.9% |
| vs SPY ⓘ | −1.8pp | +1.8pp | +0.3pp | +0.7pp | +0.2pp | −5.1pp | −2.5pp | −1.1pp | +0.0pp | −1.2pp | −5.3pp | +1.0pp |
86 monthly observations across 2019–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
