FF Efficient Portfolio | SMB -1.00 | HML +1.00 | WML +1.00

Generated: 2026-03-01 16:18:38 | Data window: 2022-01-03 to 2025-12-31 | Risk-free rate: 6.00%

User Portfolio (from quantities)

StockQtyStart CloseValueWeight
ONGC257.2078129.3033256.9711.04%
COALINDIA114.5604144.6016565.445.50%
NTPC104.6756126.0013189.124.38%
POWERGRID104.2400150.2015656.855.20%
TATASTEEL70.5935108.137633.272.53%
JSWSTEEL67.8141667.0545235.4315.02%
RELIANCE61.76621145.7070765.5923.50%
BHARTIARTL49.6087691.3034294.4811.39%
SBIN35.9571470.8016928.625.62%
ADANIPORTS31.1588736.6022951.587.62%
LT12.41771922.8523877.447.93%
M&M1.0000829.80829.800.28%

Best Portfolio (Tangency on CML)

StockWeightAsset Ann. Return
BHARTIARTL39.56%30.57%
M&M37.55%41.91%
COALINDIA14.03%29.93%
NTPC8.86%27.69%

Comparison Summary

  • User: return=20.03%, vol=17.60%, sharpe=0.797
  • Best: return=34.48%, vol=17.92%, sharpe=1.589
  • Delta (Best - User): return=14.45%, vol=0.32%, sharpe=0.792