| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | PLTU | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −33.5% | −16.8% | +10.1% | −12.7% | +22.6% | −46.6% | +6.3% | — | — | — | — | — | −63.0% | +9.3% | −72.4pp |
| 2025 | +14.5% | −4.4% | −7.7% | +81.3% | +17.4% | +3.3% | +32.4% | −5.5% | +33.0% | +17.5% | −32.5% | +10.1% | +223.2% | +17.7% | +205.4pp |
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. PLTU 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 | 2 | 2 | 1 | 1 | 1 | 1 | 1 |
| Positive ⓘ | 50% | 0% | 50% | 50% | 100% | 50% | 100% | 0% | 100% | 100% | 0% | 100% |
| Median | −9.5% | −10.6% | +1.2% | +34.3% | +20.0% | −21.7% | +19.4% | −5.5% | +33.0% | +17.5% | −32.5% | +10.1% |
| Best | +14.5% | −4.4% | +10.1% | +81.3% | +22.6% | +3.3% | +32.4% | −5.5% | +33.0% | +17.5% | −32.5% | +10.1% |
| Worst | −33.5% | −16.8% | −7.7% | −12.7% | +17.4% | −46.6% | +6.3% | −5.5% | +33.0% | +17.5% | −32.5% | +10.1% |
| vs SPY ⓘ | −11.6pp | −9.5pp | +6.5pp | +29.5pp | +14.2pp | −23.7pp | +18.5pp | −7.5pp | +29.5pp | +15.1pp | −32.7pp | +10.0pp |
19 monthly observations across 2025–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
