| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | PLSE | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +0.7% | +35.4% | +15.3% | −1.9% | +18.1% | +10.9% | +23.5% | — | — | — | — | — | +149.5% | +7.5% | +141.9pp |
| 2025 | +20.2% | −12.5% | −12.1% | +5.8% | +1.7% | −12.8% | −0.5% | +3.5% | +13.9% | −4.4% | −19.1% | +0.3% | −21.1% | +17.7% | −38.9pp |
| 2024 | −27.5% | +11.3% | −11.8% | −15.4% | +56.7% | −3.1% | +33.7% | +24.6% | −5.9% | −0.6% | +22.8% | −18.6% | +42.2% | +24.9% | +17.4pp |
| 2023 | +13.0% | −12.8% | +23.1% | +91.7% | −3.7% | +16.0% | +9.9% | −40.4% | −14.4% | +12.2% | +99.8% | +35.5% | +341.9% | +26.2% | +315.7pp |
| 2022 | −17.9% | −58.2% | −4.3% | −48.6% | −10.8% | −31.4% | +2.0% | −18.6% | +81.1% | −8.3% | −5.2% | +38.5% | −81.3% | −18.2% | −63.1pp |
| 2021 | +43.1% | −14.3% | −19.0% | −18.7% | −6.3% | −9.1% | +25.0% | +26.3% | −16.6% | −2.4% | −3.7% | −27.0% | −37.9% | +28.7% | −66.7pp |
| 2020 | +4.4% | −51.1% | +4.5% | +56.8% | −19.1% | +15.1% | −2.0% | −3.5% | +19.2% | +2.7% | +23.0% | +60.1% | +77.9% | +18.3% | +59.6pp |
| 2019 | +16.6% | +33.5% | −1.3% | −8.9% | −25.5% | +10.6% | −1.1% | −8.2% | +28.8% | −8.8% | +3.1% | −7.6% | +17.0% | +31.2% | −14.2pp |
| 2018 | −14.1% | −8.8% | −26.9% | +30.0% | −10.2% | −4.1% | −11.8% | +7.5% | −1.2% | −9.7% | −2.1% | −8.6% | −51.4% | −4.6% | −46.9pp |
| 2017 | +0.8% | +105.2% | +51.9% | +18.2% | +18.5% | +20.8% | −43.7% | +3.1% | −7.1% | +30.1% | −10.8% | +9.3% | +263.1% | +21.7% | +241.4pp |
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. PLSE 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 ⓘ | 10 | 10 | 10 | 10 | 10 | 11 | 11 | 10 | 10 | 10 | 10 | 10 |
| Positive ⓘ | 70% | 40% | 40% | 50% | 40% | 55% | 55% | 60% | 50% | 30% | 50% | 60% |
| Median | +2.6% | −10.6% | −2.8% | +1.9% | −5.0% | +4.7% | +1.8% | +3.3% | +6.4% | −2.5% | −1.0% | +3.2% |
| Best | +43.1% | +105.2% | +51.9% | +91.7% | +56.7% | +20.8% | +33.7% | +26.3% | +81.1% | +30.1% | +99.8% | +60.1% |
| Worst | −27.5% | −58.2% | −26.9% | −48.6% | −25.5% | −31.4% | −43.7% | −40.4% | −16.6% | −9.7% | −19.1% | −27.0% |
| vs SPY ⓘ | +1.8pp | −7.7pp | −4.9pp | −2.4pp | −5.8pp | +3.7pp | −2.6pp | +2.1pp | +4.3pp | −1.9pp | −3.2pp | +2.1pp |
122 monthly observations across 2016–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
