Models
Four analyses, made simple
Apply portfolio theories built on different assumptions — the simple way.
01CORE
Markowitz
Mean–Variance Optimization · 1952
Find out how efficiently your portfolio earns returns relative to the risk it carries.
σ · μ · SharpeRead theory →
02CORE
Fama–French 3F
Three-Factor Model · 1993
Decompose your return into three factors to see which one is the main driver.
α · β_M · β_S · β_H · R²Read theory →
03PRO
CAPM
Capital Asset Pricing Model · 1964
Find out how closely your portfolio moves with the market, and how much of its performance the market does not explain.
β_M · α · R² · CMLRead theory →
04PRO
Fama–French 5F
Five-Factor Model · 2015
Add profitability and conservative investment on top of the 3 factors to dig deeper into what drives your return.
α · β_M · β_S · β_H · β_R · β_CRead theory →
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