Equity Style Analysis
Equity Style Analysis
Equity Style Analysis
Other Tips
accompanying video tutorial for an in-depth guide of how to use this sheet.
where you may need to input your own data (e.g. historical prices).
ere you may need to copy the formulae across more/less cells if you add more/less data (e.g. historical prices).
Disclaimer
demy, including our spreadsheet models, are intended for educational or informational purposes only.
cademy and are intended for your individual use only. Please do not distribute without prior permission.
y of the data provided by third parties and you should not trade based on this information alone.
trading results based on any of this information.
mns (C to I).
Value vs Growth
1.850 0.940
0.920
1.800
0.900
0.880
1.750
0.860
1.700 0.840
0.820
1.650 0.800
0.780
1.600
0.760
1.550 0.740
/1
4
/1
4
/1
4
/1
4
/1
4
/1
4
/1
5
/1
5 14 14
2 2 2 2 2 2 2 2 /2/ /2/
1/ 3/ 5/ 7/ 9/ 1 1/ 1/ 3/ 1 3
Cyclicals vs Defensives
1.300 1.950
1.900
1.250 1.850
1.800
1.200
1.750
1.150 1.700
1.650
1.100
1.600
1.550
1.050
1.500
1.000 1.450
14 14 14 14 14 14 15 15 14 1
/2/ /2/ /2/ /2/ /2/ /2/ /2/ /2/ /2/ 2/
1 3 5 7 9 1 1 1 3 1 3/
Equity Style Analysis
Developed vs Emerging
1.950
1.900
1.850
1.800
1.750
1.700
1.650
1.600
1.550
1.500
1.450
14 14 14 14 14 14 15 15
/2/ /2/ /2/ /2/ /2/ /2/ /2/ /2/
1 3 5 7 9 1 1 1 3
Style Summary
Relative Strength
(outperformance) 1 Month 3 Months 6 Months
Value vs Growth Growth Growth Growth
Large vs Small Small Cap Small Cap Large Cap
Cyclicals vs Defensives Defensives Defensives Defensives
Developed vs Emerging Emerging Emerging Emerging
Style Summary
Relative Strength
(outperformance) Value vs Growth Large Cap vs Small Cap
1 Month Growth Small Cap
3 Months Growth Small Cap
6 Months Growth Large Cap