| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | PSNY | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −29.2% | +53.9% | −20.9% | +0.4% | +24.8% | −18.6% | −24.5% | — | — | — | — | — | −33.6% | +9.3% | −43.0pp |
| 2025 | −2.9% | +6.9% | −3.7% | −1.0% | +5.8% | −2.7% | +0.0% | +28.0% | −31.4% | −10.1% | −34.2% | +28.0% | −32.2% | +17.7% | −49.9pp |
| 2024 | −4.0% | −4.1% | −26.0% | −9.7% | −43.7% | +0.5% | −6.5% | +65.9% | +41.0% | −35.5% | +2.7% | −7.9% | −53.5% | +24.9% | −78.4pp |
| 2023 | +5.5% | −5.0% | −28.8% | +1.1% | −11.0% | +12.0% | +17.3% | −25.7% | −20.7% | −23.9% | +10.0% | +2.3% | −57.4% | +26.2% | −83.6pp |
| 2022 · part | — | — | — | — | — | — | — | −12.0% | −35.3% | −11.9% | +66.8% | −28.6% | −40.3% | −18.2% | −22.1pp |
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. PSNY is on the price only (split-adjusted close; dividends NOT included) basis, SPY on the total return (splits + dividends) basis. THE TWO DIFFER: one series includes dividends and the other does not, so the Δ column flatters whichever one is on the total-return basis. Read it with that in mind — the bases are printed rather than silently reconciled.
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 | 4 | 4 | 4 | 4 | 4 |
| Positive ⓘ | 25% | 50% | 0% | 50% | 50% | 50% | 25% | 50% | 25% | 0% | 75% | 50% |
| Median | −3.4% | +1.4% | −23.4% | −0.3% | −2.6% | −1.1% | −3.3% | +8.0% | −26.1% | −17.9% | +6.3% | −2.8% |
| Best | +5.5% | +53.9% | −3.7% | +1.1% | +24.8% | +12.0% | +17.3% | +65.9% | +41.0% | −10.1% | +66.8% | +28.0% |
| Worst | −29.2% | −5.0% | −28.8% | −9.7% | −43.7% | −18.6% | −24.5% | −25.7% | −35.3% | −35.5% | −34.2% | −28.6% |
| vs SPY ⓘ | −5.6pp | +2.8pp | −22.6pp | −3.1pp | −6.0pp | −5.5pp | −5.0pp | +9.0pp | −21.0pp | −20.8pp | −1.2pp | −3.9pp |
48 monthly observations across 2022–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
