| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | PWB | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +5.4% | +1.1% | −7.1% | +16.3% | +10.1% | +4.4% | −9.8% | — | — | — | — | — | +19.5% | +9.3% | +10.2pp |
| 2025 | +6.0% | −3.2% | −7.9% | +3.7% | +10.9% | +6.4% | +1.3% | +0.1% | +5.3% | +3.9% | −2.5% | +0.0% | +24.9% | +17.7% | +7.2pp |
| 2024 | +5.4% | +7.2% | +1.7% | −4.7% | +4.4% | +6.4% | −2.0% | +3.6% | +2.9% | −0.1% | +7.2% | −3.7% | +31.0% | +24.9% | +6.2pp |
| 2023 | +6.6% | −2.8% | +5.1% | +0.7% | +1.1% | +6.8% | +1.4% | +0.3% | −5.5% | −1.2% | +12.2% | +3.5% | +30.6% | +26.2% | +4.4pp |
| 2022 | −9.4% | −5.4% | +4.4% | −11.8% | +1.1% | −8.9% | +12.0% | −5.4% | −8.3% | +8.1% | +4.9% | −7.4% | −25.8% | −18.2% | −7.6pp |
| 2021 | +0.4% | −0.4% | +0.7% | +4.7% | +0.1% | +4.4% | +2.3% | +3.1% | −5.8% | +7.0% | +0.1% | +1.9% | +19.6% | +28.7% | −9.2pp |
| 2020 | +0.6% | −6.4% | −9.5% | +12.0% | +7.9% | +3.6% | +6.9% | +8.4% | −2.5% | −2.9% | +8.6% | +3.6% | +31.8% | +18.3% | +13.4pp |
| 2019 | +9.0% | +3.6% | +1.6% | +2.8% | −6.8% | +6.7% | +1.5% | +0.4% | −1.9% | +0.3% | +3.0% | +3.0% | +24.7% | +31.2% | −6.5pp |
| 2018 | +7.4% | −1.8% | −2.1% | +1.4% | +3.9% | +0.1% | +2.2% | +4.4% | +0.7% | −7.9% | +2.5% | −8.6% | +0.9% | −4.6% | +5.4pp |
| 2017 | +2.7% | +4.0% | +0.7% | +2.0% | +3.1% | −0.2% | +4.0% | +1.5% | +2.7% | +3.7% | +2.1% | +0.8% | +30.7% | +21.7% | +9.0pp |
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. PWB 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 | 22 | 21 | 21 | 21 | 21 | 21 |
| Positive ⓘ | 67% | 48% | 71% | 71% | 76% | 57% | 68% | 62% | 52% | 57% | 86% | 71% |
| Median | +2.3% | −0.4% | +1.5% | +1.5% | +2.5% | +0.4% | +1.8% | +0.4% | +0.7% | +2.1% | +2.5% | +0.8% |
| Best | +9.0% | +7.2% | +7.6% | +16.3% | +10.9% | +6.8% | +12.0% | +8.4% | +11.5% | +12.3% | +12.2% | +4.6% |
| Worst | −11.6% | −7.5% | −9.5% | −11.8% | −6.9% | −8.9% | −9.8% | −7.2% | −13.4% | −17.7% | −9.7% | −8.6% |
| vs SPY ⓘ | +0.8pp | +0.1pp | +0.3pp | −0.6pp | +0.7pp | +0.1pp | −0.0pp | −0.2pp | +0.8pp | +0.3pp | +0.4pp | −0.4pp |
253 monthly observations across 2005–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
