ULTA monthly performance report
Monthly ULTA research: returns, drawdown, relative strength, seasonality, and key stats.
ULTA monthly report
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Key takeaways
- Ulta Beauty (ULTA) closed August 2026 at $539.47, up 5.19% for the month and +5.74% over the trailing 12 months.
- Year-to-date, ULTA is −10.83%, underperforming the S&P 500 which has returned +12.89% YTD.
- The stock is trading −3.10% versus its 200-day moving average ($556.73), a cautious technical signal.
- Over the past three years, ULTA has underperformed the S&P 500 by −49.21%, with a relative strength index reading of 71.8.
- Win rate over the trailing 39 months stands at 53.8% — 21 positive months versus 18 negative months.
Ulta Beauty ended August 2026 at $539.47, posting a monthly return of +5.19%. The S&P 500 returned +3.05% over the same window, leaving relative performance at +2.15%.
The current quarter stands at +16.66% (Q3 2026 (QTD)), while medium-term trend remains soft: price is −3.10% versus the 200-day moving average ($556.73).
Year-to-date, ULTA is −10.83% against SPY +12.89%, a gap of −23.72%. The stock is currently −24.55% below its 52-week high, with maximum 3-year drawdown at −44.56%.
| Period | ULTA | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −0.81% | −0.20% | −0.61% |
| 1 Week | +7.57% | +3.90% | +3.66% |
| 1 Month | +5.19% | +3.05% | +2.15% |
| 3 Months | +0.37% | +7.11% | −6.74% |
| 6 Months |