| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ULTA | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +7.0% | +5.8% | −23.7% | +2.8% | −5.3% | −11.4% | +14.6% | — | — | — | — | — | −14.6% | +9.3% | −23.9pp |
| 2025 | −5.2% | −11.1% | +0.0% | +7.9% | +19.2% | −0.8% | +10.1% | −4.3% | +11.0% | −4.9% | +3.6% | +12.3% | +39.1% | +17.7% | +21.4pp |
| 2024 | +2.5% | +9.3% | −4.7% | −22.6% | −2.4% | −2.3% | −5.4% | −3.3% | +10.3% | −5.2% | +4.8% | +12.5% | −11.2% | +24.9% | −36.1pp |
| 2023 | +9.6% | +0.9% | +5.2% | +1.1% | −25.7% | +14.8% | −5.5% | −6.7% | −3.8% | −4.5% | +11.7% | +15.0% | +4.5% | +26.2% | −21.7pp |
| 2022 | −11.8% | +3.0% | +6.3% | −0.4% | +6.6% | −8.9% | +0.9% | +8.0% | −4.4% | +4.5% | +10.8% | +0.9% | +13.8% | −18.2% | +31.9pp |
| 2021 | −2.6% | +15.2% | −4.1% | +6.5% | +4.9% | +0.1% | −2.9% | +15.3% | −6.8% | +1.8% | +4.5% | +7.4% | +43.6% | +28.7% | +14.9pp |
| 2020 | +5.8% | −4.0% | −31.7% | +24.0% | +12.0% | −16.6% | −5.1% | +20.3% | −3.5% | −7.7% | +33.2% | +4.3% | +13.4% | +18.3% | −4.9pp |
| 2019 | +19.2% | +7.0% | +11.6% | +0.1% | −4.5% | +4.1% | +0.7% | −31.9% | +5.4% | −7.0% | +0.3% | +8.2% | +3.4% | +31.2% | −27.8pp |
| 2018 | −0.7% | −8.4% | +0.5% | +22.8% | −1.6% | −5.4% | +4.7% | +6.4% | +8.5% | −2.7% | +8.5% | −17.8% | +9.5% | −4.6% | +14.0pp |
| 2017 | +6.8% | +0.4% | +4.3% | −1.3% | +8.3% | −5.7% | −12.6% | −12.0% | +2.3% | −10.7% | +9.9% | +0.9% | −12.3% | +21.7% | −34.0pp |
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. ULTA 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 ⓘ | 19 | 19 | 19 | 19 | 19 | 19 | 19 | 18 | 18 | 18 | 19 | 19 |
| Positive ⓘ | 53% | 58% | 74% | 74% | 63% | 53% | 58% | 44% | 72% | 44% | 79% | 63% |
| Median | +2.5% | +0.9% | +5.2% | +2.2% | +1.3% | +0.1% | +0.8% | −2.5% | +5.4% | −3.5% | +4.8% | +1.1% |
| Best | +19.2% | +15.2% | +23.4% | +32.2% | +19.2% | +29.9% | +14.6% | +20.3% | +43.3% | +8.1% | +33.2% | +15.3% |
| Worst | −29.6% | −11.1% | −31.7% | −22.6% | −25.7% | −21.2% | −16.1% | −31.9% | −6.8% | −33.6% | −24.7% | −33.4% |
| vs SPY ⓘ | +2.9pp | +3.5pp | +4.2pp | +0.7pp | +1.9pp | −2.1pp | −4.4pp | +0.3pp | +6.6pp | −3.2pp | +3.0pp | +1.3pp |
225 monthly observations across 2007–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
