| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | PAL | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +4.6% | −24.9% | −10.4% | +8.4% | −25.6% | +24.5% | −1.2% | — | — | — | — | — | −30.2% | +7.5% | −37.7pp |
| 2025 | +21.9% | +6.3% | −20.0% | −0.7% | −3.0% | −9.9% | −4.8% | +14.3% | −12.8% | +8.6% | +9.1% | +18.1% | +19.5% | +17.7% | +1.7pp |
| 2024 · part | — | — | — | — | — | +4.9% | +25.5% | −5.6% | −25.4% | −42.2% | +27.2% | −22.6% | −47.3% | +24.9% | −72.2pp |
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. PAL 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 ⓘ | 2 | 2 | 2 | 2 | 2 | 3 | 3 | 2 | 2 | 2 | 2 | 2 |
| Positive ⓘ | 100% | 50% | 0% | 50% | 0% | 67% | 33% | 50% | 0% | 50% | 100% | 50% |
| Median | +13.2% | −9.3% | −15.2% | +3.8% | −14.3% | +4.9% | −1.2% | +4.4% | −19.1% | −16.8% | +18.2% | −2.2% |
| Best | +21.9% | +6.3% | −10.4% | +8.4% | −3.0% | +24.5% | +25.5% | +14.3% | −12.8% | +8.6% | +27.2% | +18.1% |
| Worst | +4.6% | −24.9% | −20.0% | −0.7% | −25.6% | −9.9% | −4.8% | −5.6% | −25.4% | −42.2% | +9.1% | −22.6% |
| vs SPY ⓘ | +11.2pp | −8.2pp | −10.0pp | −1.0pp | −20.1pp | +1.4pp | +1.1pp | +2.2pp | −21.9pp | −17.6pp | +15.1pp | −1.0pp |
26 monthly observations across 2024–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
