No volume data stored for USPRX, so the volume pane is omitted.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | USPRX | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +1.3% | −0.8% | −5.1% | +10.5% | +5.4% | −1.1% | −1.3% | — | — | — | — | — | +8.6% | +7.5% | +1.0pp |
| 2025 | +3.1% | −1.5% | −6.1% | −0.5% | +6.4% | +0.8% | +6.4% | +1.9% | +3.4% | +2.4% | +0.1% | −3.4% | +12.9% | +17.7% | −4.8pp |
| 2024 | +1.6% | +5.3% | +2.8% | −4.1% | +4.0% | +4.2% | +1.1% | +2.4% | +1.8% | −0.8% | +6.2% | −5.1% | +20.7% | +24.9% | −4.2pp |
| 2023 | +6.3% | −2.4% | +3.5% | +1.4% | +0.7% | +6.2% | +3.4% | −1.6% | −5.0% | −2.2% | +9.4% | +3.3% | +24.3% | +26.2% | −1.9pp |
| 2022 | −5.5% | −3.0% | +3.3% | −9.1% | −0.2% | −8.5% | +9.4% | −4.0% | −9.6% | +7.9% | +5.3% | −7.5% | −21.5% | −18.2% | −3.3pp |
| 2021 | −0.9% | +2.4% | +3.6% | +5.5% | +0.4% | +2.5% | +2.3% | +3.0% | −4.9% | +7.1% | −0.7% | −0.4% | +21.2% | +28.7% | −7.5pp |
| 2020 | +0.4% | −7.4% | −13.3% | +13.0% | +5.0% | +1.8% | +5.9% | +7.7% | −4.2% | −2.8% | +11.2% | +1.6% | +16.9% | +18.3% | −1.5pp |
| 2019 | +8.0% | +3.2% | +1.4% | +4.0% | −6.4% | +6.6% | +1.4% | −1.6% | +1.2% | +2.3% | +3.7% | −0.8% | +24.7% | +31.2% | −6.5pp |
| 2018 | +5.7% | −3.7% | −3.0% | +0.4% | +2.4% | +0.2% | +3.7% | +3.2% | +0.1% | −6.9% | +2.0% | −10.5% | −7.3% | −4.6% | −2.7pp |
| 2017 | +1.4% | +3.9% | −0.4% | +1.0% | +1.4% | +0.1% | +2.0% | +0.3% | +1.6% | +2.3% | +3.1% | +0.7% | +18.9% | +21.7% | −2.8pp |
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. USPRX is on the price only (split-adjusted close; dividends NOT included) basis, SPY on the total return (splits + dividends) basis. THE TWO DIFFER: one series includes dividends and the other does not, so the Δ column flatters whichever one is on the total-return basis. Read it with that in mind — the bases are printed rather than silently reconciled.
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.
