| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | PTEN | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +23.2% | +13.0% | +28.8% | +12.8% | −8.3% | −17.4% | +7.3% | — | — | — | — | — | +64.6% | +9.3% | +55.3pp |
| 2025 | −2.3% | +3.0% | −0.1% | −31.4% | −3.5% | +10.6% | −0.3% | −1.7% | −9.6% | +21.0% | −7.3% | +6.6% | −22.1% | +17.7% | −39.8pp |
| 2024 | +2.7% | +5.1% | +3.2% | −9.4% | +1.8% | −5.3% | +6.1% | −16.2% | −16.2% | +0.3% | +8.5% | +0.2% | −21.0% | +24.9% | −45.9pp |
| 2023 | −0.2% | −18.5% | −14.1% | −4.4% | −12.3% | +22.9% | +32.3% | −10.7% | −1.6% | −8.2% | −7.2% | −7.8% | −34.2% | +26.2% | −60.4pp |
| 2022 | +17.9% | +44.9% | +7.6% | +6.2% | +16.1% | −17.2% | +5.0% | −9.7% | −21.6% | +51.1% | +2.2% | −6.2% | +101.7% | −18.2% | +119.9pp |
| 2021 | +16.9% | +20.3% | −3.4% | −5.2% | +23.8% | +19.0% | −19.3% | −3.2% | +16.3% | −4.9% | −17.5% | +20.0% | +62.3% | +28.7% | +33.6pp |
| 2020 | −24.4% | −27.8% | −58.7% | +57.0% | +0.0% | −5.5% | +11.7% | −0.6% | −25.6% | −10.2% | +68.4% | +22.6% | −48.8% | +18.3% | −67.1pp |
| 2019 | +17.2% | +9.3% | +6.0% | −3.1% | −21.8% | +8.7% | +1.0% | −25.6% | −0.7% | −2.7% | +7.5% | +18.0% | +3.1% | +31.2% | −28.2pp |
| 2018 | +2.7% | −23.5% | −3.0% | +22.3% | −3.5% | −12.8% | −4.4% | −0.4% | +0.1% | −2.7% | −16.6% | −25.2% | −54.6% | −4.6% | −50.1pp |
| 2017 | +4.2% | −1.5% | −12.1% | −10.8% | −1.5% | −5.2% | −4.2% | −17.4% | +31.3% | −5.5% | +9.2% | +6.7% | −14.2% | +21.7% | −35.9pp |
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. PTEN 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 ⓘ | 71% | 67% | 62% | 62% | 38% | 38% | 57% | 14% | 48% | 48% | 52% | 62% |
| Median | +3.4% | +5.1% | +2.3% | +5.9% | −1.5% | −5.0% | +1.0% | −3.2% | −0.7% | −2.4% | +1.5% | +1.0% |
| Best | +23.2% | +44.9% | +28.8% | +57.0% | +23.8% | +22.9% | +32.3% | +3.7% | +31.3% | +51.1% | +68.4% | +22.6% |
| Worst | −24.4% | −27.8% | −58.7% | −31.4% | −21.8% | −17.4% | −21.3% | −25.6% | −29.0% | −33.7% | −23.2% | −25.2% |
| vs SPY ⓘ | +3.7pp | +3.3pp | −0.1pp | +2.0pp | −2.9pp | −4.4pp | −0.5pp | −5.6pp | −0.5pp | +1.2pp | +1.1pp | +2.6pp |
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.
