| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | PTCT | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −0.6% | −9.7% | −0.1% | −4.5% | +13.5% | +10.5% | −8.7% | — | — | — | — | — | −1.9% | +7.5% | −9.5pp |
| 2025 | +1.6% | +20.4% | −7.8% | −2.2% | −2.6% | +0.7% | +6.7% | −5.3% | +24.4% | +11.3% | +25.9% | −11.7% | +68.3% | +17.7% | +50.6pp |
| 2024 | −5.3% | +8.0% | +3.2% | +10.5% | +13.1% | −15.9% | +10.7% | +4.3% | +5.0% | +7.6% | +9.9% | +2.9% | +63.8% | +24.9% | +38.9pp |
| 2023 | +20.2% | −4.8% | +10.9% | +13.8% | −23.9% | −3.1% | −0.8% | −2.1% | −43.3% | −16.3% | +22.8% | +19.7% | −27.8% | +26.2% | −54.0pp |
| 2022 | +1.0% | −12.7% | +6.2% | −5.3% | −16.9% | +36.4% | +8.7% | +14.7% | +0.5% | −24.7% | +9.7% | −8.0% | −4.2% | −18.2% | +14.0pp |
| 2021 | −5.3% | −1.2% | −17.1% | −13.0% | −4.7% | +7.6% | −9.3% | +13.9% | −14.8% | +1.9% | −2.0% | +7.2% | −34.7% | +28.7% | −63.5pp |
| 2020 | +7.2% | +6.5% | −18.7% | +14.1% | −0.4% | +0.1% | −8.7% | +6.7% | −5.4% | +11.6% | +19.9% | −2.5% | +27.1% | +18.3% | +8.7pp |
| 2019 | −9.3% | +11.0% | +9.0% | −0.6% | +7.2% | +12.2% | +7.0% | −7.5% | −24.1% | +20.9% | +14.8% | +2.3% | +39.9% | +31.2% | +8.7pp |
| 2018 | +57.6% | −2.1% | +5.1% | +2.5% | +22.3% | −0.5% | +12.9% | +9.6% | +12.6% | −18.0% | −7.8% | −3.4% | +105.8% | −4.6% | +110.3pp |
| 2017 | +20.1% | +4.0% | −27.8% | +23.5% | +3.1% | +46.3% | +12.5% | +0.6% | −3.6% | −6.3% | −14.9% | +4.6% | +52.9% | +21.7% | +31.2pp |
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. PTCT 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 ⓘ | 13 | 13 | 13 | 13 | 13 | 13 | 14 | 13 | 13 | 13 | 13 | 13 |
| Positive ⓘ | 62% | 54% | 38% | 46% | 54% | 62% | 64% | 69% | 54% | 38% | 69% | 62% |
| Median | +1.6% | +4.0% | −7.8% | −0.6% | +3.1% | +0.7% | +5.4% | +6.7% | +0.5% | −6.9% | +9.9% | +2.9% |
| Best | +57.6% | +29.9% | +10.9% | +23.5% | +22.3% | +46.3% | +12.9% | +37.5% | +70.6% | +20.9% | +79.4% | +19.7% |
| Worst | −26.5% | −66.5% | −27.8% | −25.2% | −23.9% | −17.1% | −15.0% | −25.4% | −43.3% | −55.7% | −14.9% | −11.7% |
| vs SPY ⓘ | +6.3pp | +1.6pp | −2.2pp | +1.4pp | +1.7pp | −1.1pp | +1.0pp | +2.0pp | +2.9pp | −9.5pp | +6.7pp | +3.4pp |
157 monthly observations across 2013–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
