| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | PMN | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +107.3% | +66.0% | −46.0% | −13.1% | −2.1% | +21.7% | +13.4% | — | — | — | — | — | +118.4% | +9.3% | +109.1pp |
| 2025 | −4.0% | −22.0% | −2.0% | −10.9% | −16.1% | −7.7% | +60.4% | −29.9% | −20.4% | −2.3% | −35.6% | +1.0% | −71.2% | +17.7% | −88.9pp |
| 2024 | +73.9% | +4.5% | −8.6% | +4.9% | −8.0% | −18.6% | −4.3% | −4.8% | −8.5% | +1.6% | −26.0% | +0.8% | −17.6% | +24.9% | −42.5pp |
| 2023 | +19.6% | −1.2% | −7.8% | +45.5% | −28.9% | −20.7% | −26.0% | −31.7% | +1.0% | −12.1% | −32.8% | −1.7% | −73.5% | +26.2% | −99.7pp |
| 2022 · part | — | — | — | — | — | — | — | — | +9.5% | −4.6% | −3.1% | −23.5% | −22.5% | −18.2% | −4.3pp |
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. PMN 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 ⓘ | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 3 | 4 | 4 | 4 | 4 |
| Positive ⓘ | 75% | 50% | 0% | 50% | 0% | 25% | 50% | 0% | 50% | 25% | 0% | 50% |
| Median | +46.7% | +1.7% | −8.2% | −3.0% | −12.1% | −13.1% | +4.5% | −29.9% | −3.7% | −3.4% | −29.4% | −0.4% |
| Best | +107.3% | +66.0% | −2.0% | +45.5% | −2.1% | +21.7% | +60.4% | −4.8% | +9.5% | +1.6% | −3.1% | +1.0% |
| Worst | −4.0% | −22.0% | −46.0% | −13.1% | −28.9% | −20.7% | −26.0% | −31.7% | −20.4% | −12.1% | −35.6% | −23.5% |
| vs SPY ⓘ | +42.8pp | +0.3pp | −11.7pp | −0.5pp | −17.8pp | −17.5pp | +4.3pp | −30.1pp | −2.4pp | −7.3pp | −33.9pp | −2.7pp |
47 monthly observations across 2022–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.