Skip to content

Home / Glossary / Fama–French 3-Factor Model

Finance

Fama–French 3-Factor Model

Extends CAPM with size (SMB) and value (HML) factors.

Fama and French found that small-cap and high book-to-market (value) stocks earn returns CAPM can't explain. Regressing a fund's excess returns on the three factors reveals its true style tilts and whether any alpha survives.

Formula / theory

R − R_f = α + β·(R_m − R_f) + s·SMB + h·HML + ε

In Python

import statsmodels.api as sm
X = sm.add_constant(factors[["Mkt_RF", "SMB", "HML"]])
fit = sm.OLS(excess_ret, X).fit()
print(fit.params)   # alpha + factor loadings

Practise Fama–French 3-Factor Model hands-on — free, in your browser

Related terms