FactorLens Demo Portfolio
Saved portfolio view backed by PostgreSQL.
Latest Analysis
Benchmark
S&P 500
Analysis Date
Mar 25, 2026
Summary Metrics
Active Share
35.68%
Ex Post Tracking Error
4.65%
Ex Ante Tracking Error
4.79%
Annualized Active Return
5.72%
Information Ratio
1.23
Portfolio Total Risk
15.37%
Benchmark Total Risk
14.59%
Active Factor Risk
3.93%
Active Specific Risk
2.74%
Holdings
| Ticker | Weight |
|---|---|
| META | 13.88% |
| COST | 13.70% |
| MSFT | 11.06% |
| LLY | 10.82% |
| NVDA | 9.29% |
| AAPL | 8.17% |
| GOOGL | 7.77% |
| JPM | 7.48% |
| AMZN | 6.55% |
| AVGO | 4.48% |
| XOM | 4.36% |
| UNH | 2.43% |