| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | PRPL | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −0.4% | +1.0% | −4.9% | −25.1% | −19.0% | −11.0% | −18.5% | — | — | — | — | — | −57.9% | +9.3% | −67.3pp |
| 2025 | +42.3% | −23.5% | −10.6% | −10.8% | +17.7% | −8.5% | +11.2% | +43.0% | −19.5% | −15.2% | −0.2% | −12.6% | −11.4% | +17.7% | −29.1pp |
| 2024 | −1.0% | +82.4% | −6.5% | −12.6% | −17.8% | −16.8% | +32.7% | −13.0% | −17.6% | −9.7% | +7.4% | −18.7% | −24.3% | +24.9% | −49.2pp |
| 2023 | +21.1% | −25.5% | −38.9% | +12.5% | +16.5% | −19.7% | +12.2% | −30.4% | −21.2% | −43.3% | −36.1% | +66.1% | −78.5% | +26.2% | −104.7pp |
| 2022 | −37.3% | −27.6% | −2.8% | −29.6% | +25.7% | −40.9% | +14.1% | −18.1% | +41.6% | −13.1% | +43.5% | −5.1% | −63.9% | −18.2% | −45.7pp |
| 2021 | +3.3% | +8.1% | −14.0% | +7.7% | −16.3% | −7.4% | −0.3% | −7.4% | −13.9% | −8.2% | −46.5% | +28.6% | −59.7% | +28.7% | −88.4pp |
| 2020 | +44.3% | +8.0% | −58.2% | +77.1% | +42.5% | +25.5% | +35.4% | −22.4% | +31.5% | +14.1% | +5.1% | +10.5% | +278.2% | +18.3% | +259.9pp |
| 2019 | −2.9% | −1.6% | −17.6% | +24.1% | +13.9% | +2.9% | −2.1% | +24.8% | −8.7% | −4.0% | +10.7% | +8.9% | +47.9% | +31.2% | +16.7pp |
| 2018 · part | — | — | −23.9% | +19.7% | −19.7% | +7.6% | −12.5% | −25.1% | +4.1% | +19.8% | +3.0% | −17.7% | −45.5% | −4.6% | −40.9pp |
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. PRPL 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 ⓘ | 8 | 8 | 9 | 9 | 9 | 9 | 9 | 8 | 8 | 8 | 8 | 8 |
| Positive ⓘ | 50% | 50% | 0% | 56% | 56% | 33% | 56% | 25% | 38% | 25% | 63% | 50% |
| Median | +1.5% | −0.3% | −14.0% | +7.7% | +13.9% | −8.5% | +11.2% | −15.5% | −11.3% | −8.9% | +4.1% | +1.9% |
| Best | +44.3% | +82.4% | −2.8% | +77.1% | +42.5% | +25.5% | +35.4% | +43.0% | +41.6% | +19.8% | +43.5% | +66.1% |
| Worst | −37.3% | −27.6% | −58.2% | −29.6% | −19.7% | −40.9% | −18.5% | −30.4% | −21.2% | −43.3% | −46.5% | −18.7% |
| vs SPY ⓘ | +1.2pp | −1.5pp | −18.5pp | +2.4pp | +11.4pp | −9.9pp | +4.8pp | −14.7pp | −9.9pp | −12.0pp | +0.4pp | +3.3pp |
101 monthly observations across 2018–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
