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Factor Analysis

Factor Summary

FF5 + Mom
R-Squared87.0%Good model fit
Jensen's Alpha+3.20%Annualized
Market Beta1.12Aggressive
Style Box

Style Box

LargeMidSmall
12%
38%
15%
5%
10%
3%
4%
8%
5%
ValueBlendGrowth

Style Navigator

Compare your portfolio style with presets and famous investors

Strategy Presets
Famous Investors

Style presets are educational tools and do not constitute investment advice. Famous investor profiles represent approximate investment philosophies, not actual portfolio holdings.

Market data provided by Yahoo Finance. May be delayed up to 15 minutes.