Not investment advice
This tool is provided by Melfa Wealth Management, Inc. dba Factor Investing Group ("FIG"), SEC-registered investment adviser (CRD# 315131, SEC File 801-121821), solely for informational and research purposes. Nothing herein constitutes investment advice, a solicitation, or an offer to buy or sell any security. Past performance does not guarantee future results. Factor premiums are not guaranteed to persist in any given period. Investing involves risk including possible loss of principal.
Data sources
FF25/FF100 surfaces: Fama, E.F. and French, K.R. (1993). Kenneth R. French Data Library, Dartmouth College. Annual value-weighted returns 1993–2024. All CAGR, sigma, and RA computed by FIG from raw annual returns. RA = CAGR ÷ annualized standard deviation (no risk-free rate assumption). Long-only fund returns: fund prospectuses, SEC EDGAR N-1A, Morningstar. Common window March 1993–December 2024. Melfa Diagnostic V register: AQR / Asness, Moskowitz, Pedersen (2013) — working estimates pending verified download.
Intellectual property
Copyright © 2026 Victor J. Melfa III and Melfa Wealth Management, Inc. dba Factor Investing Group. All rights reserved. The Melfa Proportionality Diagnostic, three-register framework, Omega coherence measure, and all associated code and visualizations are the original intellectual property of Victor J. Melfa III, constituting trade secrets under 18 U.S.C. § 1836 and M.G.L. c. 93, § 42. No reproduction or use in competing methodology without express written authorization.
Regulatory
FIG is registered with the SEC as an investment adviser. Registration does not imply a certain level of skill or training. ADV Part 2A available at adviserinfo.sec.gov or upon request. Methodology consistent with disclosed investment approach in ADV Part 2A Item 8A. For authorized use only — not for public distribution without express written consent of FIG.
