| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | PLX | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +30.0% | +23.1% | −24.7% | −0.9% | −1.9% | +10.4% | −2.6% | — | — | — | — | — | +26.1% | +9.3% | +16.8pp |
| 2025 | +29.3% | −4.1% | +9.9% | +19.9% | −49.5% | −4.5% | −1.4% | +6.2% | +43.2% | +6.8% | −24.9% | +1.1% | −4.3% | +17.7% | −22.0pp |
| 2024 | −18.5% | +12.4% | −22.7% | −9.5% | −0.9% | +3.5% | −7.7% | −12.6% | +8.0% | +14.7% | +47.0% | +9.3% | +5.6% | +24.9% | −19.3pp |
| 2023 | +13.9% | +24.4% | +8.2% | +32.4% | −24.8% | −4.3% | −20.0% | +18.1% | −12.2% | +0.6% | −9.6% | +17.9% | +29.9% | +26.2% | +3.8pp |
| 2022 | +1.3% | −0.4% | +26.3% | +9.4% | +1.7% | −7.6% | −2.8% | +4.7% | −6.2% | −1.1% | +6.8% | +24.5% | +64.7% | −18.2% | +82.9pp |
| 2021 | +20.7% | +11.9% | −9.0% | −24.9% | −9.3% | −37.2% | −20.9% | +8.6% | −18.9% | −15.0% | −18.1% | −10.1% | −77.1% | +28.7% | −105.8pp |
| 2020 | +12.8% | −10.8% | −28.8% | +59.6% | −10.9% | +13.5% | −2.6% | −0.3% | +5.2% | −15.5% | +9.8% | +1.1% | +10.7% | +18.3% | −7.7pp |
| 2019 | +56.3% | −2.7% | −7.0% | −0.8% | −15.3% | +26.8% | −20.1% | −44.7% | −1.1% | +7.4% | +41.2% | +5.4% | +5.5% | +31.2% | −25.8pp |
| 2018 | +4.4% | −2.8% | −19.5% | −24.1% | +18.5% | −11.5% | +14.0% | −2.0% | +51.4% | −32.6% | −11.5% | −28.3% | −53.0% | −4.6% | −48.4pp |
| 2017 | +41.6% | +66.7% | +29.5% | −31.6% | −3.3% | −6.9% | −18.8% | −22.5% | +10.1% | +34.1% | −11.3% | −4.2% | +48.6% | +21.7% | +26.9pp |
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. PLX 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 ⓘ | 21 | 21 | 21 | 21 | 21 | 21 | 22 | 21 | 21 | 21 | 21 | 21 |
| Positive ⓘ | 71% | 38% | 38% | 52% | 19% | 48% | 32% | 29% | 43% | 38% | 33% | 43% |
| Median | +9.3% | −2.1% | −5.2% | +3.2% | −6.8% | −3.5% | −2.7% | −6.7% | −1.3% | −6.8% | −4.5% | −1.9% |
| Best | +56.3% | +66.7% | +84.2% | +59.6% | +30.1% | +26.8% | +53.8% | +93.2% | +61.1% | +34.1% | +47.0% | +2025.0% |
| Worst | −18.5% | −27.5% | −28.8% | −31.6% | −49.5% | −37.2% | −50.1% | −44.7% | −19.7% | −85.2% | −29.4% | −43.4% |
| vs SPY ⓘ | +10.6pp | +0.8pp | −7.8pp | −0.6pp | −5.9pp | +0.0pp | −6.2pp | −7.3pp | +3.8pp | −7.7pp | −7.3pp | −3.6pp |
253 monthly observations across 2005–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
