| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | PSQH | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −21.6% | −17.9% | −20.1% | +27.4% | −3.1% | −38.4% | +818.1% | — | — | — | — | — | +259.2% | +7.5% | +251.7pp |
| 2025 | −13.0% | −32.7% | −13.9% | −18.3% | +15.0% | −4.7% | −0.5% | −18.6% | +15.1% | +7.3% | −36.6% | −20.8% | −77.3% | +17.7% | −95.0pp |
| 2024 | −5.2% | −5.8% | +15.0% | −23.0% | −18.8% | +12.2% | −30.5% | +2.7% | −8.6% | +26.0% | −34.2% | +122.5% | −13.4% | +24.9% | −38.2pp |
| 2023 · part | — | — | — | — | — | — | — | −16.9% | −22.1% | −34.8% | −3.5% | −8.2% | −62.6% | +26.2% | −88.8pp |
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. PSQH 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 ⓘ | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 3 |
| Positive ⓘ | 0% | 0% | 33% | 33% | 33% | 33% | 33% | 33% | 33% | 67% | 0% | 33% |
| Median | −13.0% | −17.9% | −13.9% | −18.3% | −3.1% | −4.7% | −0.5% | −16.9% | −8.6% | +7.3% | −34.2% | −8.2% |
| Best | −5.2% | −5.8% | +15.0% | +27.4% | +15.0% | +12.2% | +818.1% | +2.7% | +15.1% | +26.0% | −3.5% | +122.5% |
| Worst | −21.6% | −32.7% | −20.1% | −23.0% | −18.8% | −38.4% | −30.5% | −18.6% | −22.1% | −34.8% | −36.6% | −20.8% |
| vs SPY ⓘ | −15.7pp | −17.1pp | −8.3pp | −17.5pp | −8.4pp | −9.8pp | −2.8pp | −15.3pp | −10.7pp | +4.9pp | −36.8pp | −12.8pp |
36 monthly observations across 2023–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
