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Small-cap premium

The observation that smaller companies on average returned more than large ones, and the explanation of that excess by extra risks rather than by a gift from the market.

How to read the number

It is paid for in liquidity and in the depth of declines: small names fall faster, recover later, and cost more to exit on a bad day.

When the metric lies

The estimate depends heavily on how the sample is assembled: excluding companies that left the exchange inflates the result, because it is mostly the worst ones that leave.

Also known as: size effect

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