| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | PLAG | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +26.5% | −23.8% | −31.3% | +23.4% | −13.4% | +43.2% | −71.4% | — | — | — | — | — | −71.0% | +9.3% | −80.3pp |
| 2025 | −2.5% | −23.3% | −36.6% | −8.9% | +110.7% | −64.1% | +93.7% | +6.7% | +0.0% | +4.6% | +41.5% | −15.4% | −15.6% | +17.7% | −33.3pp |
| 2024 | −18.4% | −23.4% | −14.9% | −21.3% | −2.3% | −17.0% | +2.4% | +8.8% | −16.8% | +49.4% | +13.5% | −0.6% | −46.9% | +24.9% | −71.8pp |
| 2023 | −2.8% | −2.4% | −16.7% | +2.0% | +8.0% | −5.6% | −2.0% | +62.0% | −3.7% | −31.8% | −34.2% | +39.7% | −21.1% | +26.2% | −47.3pp |
| 2022 | — | — | — | — | — | — | −4.9% | −13.4% | −21.4% | −13.6% | −3.1% | +12.3% | −39.2% | −18.2% | −21.0pp |
| 2021 | +8.1% | +12.9% | −19.5% | −11.4% | −13.9% | +1.2% | −20.1% | −7.0% | +7.6% | +13.3% | −24.2% | −12.1% | −54.3% | +28.7% | −83.0pp |
| 2020 | −16.1% | −28.1% | +79.0% | +11.1% | −28.4% | +13.0% | −30.5% | −8.4% | +15.6% | −7.1% | +15.4% | +6.2% | −18.6% | +18.3% | −36.9pp |
| 2019 | +14.7% | +16.4% | +33.0% | −7.4% | +2.0% | +13.9% | −10.7% | −19.6% | +0.9% | +41.6% | −38.3% | −7.4% | +11.8% | +31.2% | −19.4pp |
| 2018 | +27.8% | −4.5% | −8.3% | −16.2% | +3.0% | +23.5% | −11.8% | +2.9% | −8.3% | +7.9% | −4.9% | −42.4% | −41.3% | −4.6% | −36.7pp |
| 2017 | +7.4% | +1.7% | −5.1% | −1.8% | −18.2% | +11.1% | −14.4% | −6.5% | −5.0% | −13.2% | −27.3% | −26.7% | −67.4% | +21.7% | −89.1pp |
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. PLAG 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 ⓘ | 16 | 16 | 16 | 16 | 16 | 16 | 17 | 16 | 16 | 17 | 17 | 17 |
| Positive ⓘ | 63% | 44% | 31% | 25% | 44% | 44% | 24% | 38% | 25% | 59% | 29% | 41% |
| Median | +7.7% | −1.5% | −7.5% | −7.7% | −2.1% | −3.0% | −6.5% | −6.1% | −3.2% | +4.6% | −5.2% | −1.5% |
| Best | +35.4% | +25.7% | +79.0% | +23.4% | +110.7% | +43.2% | +93.7% | +62.0% | +15.6% | +49.4% | +41.5% | +39.7% |
| Worst | −18.4% | −28.1% | −36.6% | −21.3% | −28.4% | −64.1% | −71.4% | −22.7% | −41.5% | −31.8% | −38.3% | −42.4% |
| vs SPY ⓘ | +6.2pp | −1.6pp | −6.1pp | −8.9pp | −2.2pp | −2.9pp | −12.2pp | −3.9pp | −5.4pp | +4.9pp | −7.7pp | −2.4pp |
196 monthly observations across 2009–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
