TOOLS / FACTOR EXPOSURE ANALYZER

What is your portfolio actually betting on?

Regress any mix against the Fama-French factors and see what is really driving it. Most portfolios turn out to be one big market bet wearing several names.

FREE · NO SIGNUP · FAMA-FRENCH 6-FACTOR, MONTHLY

Questions this page answers

What is factor exposure analysis?

Factor exposure analysis regresses a portfolio's returns against systematic risk factors — market, size, value, profitability, investment, and momentum — to reveal what actually drives its performance. Two portfolios with identical returns can carry very different factor risks.

What are the Fama-French factors?

The Fama-French factors are the academic standard for explaining equity returns: market beta, SMB (small minus big), HML (high minus low book-to-market), RMW (robust minus weak profitability), CMA (conservative minus aggressive investment), plus momentum in the 6-factor version. This analyzer runs a full 6-factor regression on your portfolio.

How do I find my portfolio's factor exposures?

Enter your holdings or asset allocation into the analyzer and it regresses the portfolio's historical returns against the Fama-French 6-factor model, showing each loading with its statistical significance, R-squared, and alpha — all computed in your browser.

Is this factor analysis tool free?

Yes. The Fama-French regression runs free in your browser with no signup required. A free Portfolio Lab account adds the wider platform: portfolio optimization across 42 asset classes, Monte Carlo simulation, and PDF reports.

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