INDICATOR EXPLAINER · #06

% of Stocks Above 200 MA — how broad is the trend?

Of the ~100 large-cap S&P constituents we track, how many are currently trading above their own 200-day moving average? This one number captures something the index alone can't: are stocks broadly participating in the trend, or is a handful of megacaps carrying everything?

Today's reading

Same number you'll see on this component's card on the main dashboard.

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What is "% of stocks above their 200-day MA"?

For each stock in our tracked universe (~100 continuously-public large-cap S&P constituents), we compute its 200-day moving average and check whether today's price is above or below that line. The BATS number is simply the percentage of the universe currently above trend.

This is a classic Wall Street breadth measure — professional platforms track it as $SPXA200R on the full S&P 500. We compute our own version from mega-cap constituents so we don't depend on a paid data feed. Same conceptual signal, slightly narrower universe.

Historical distribution (2005–2026)

  • Median ~75% (uptrend is the base case)
  • Extreme low below 15% (crisis: 2008, 2020 COVID)
  • Extreme high above 90% (broad rally: post-crisis recoveries)

How BATS uses % above 200 MA

This is a trend/participation indicator with a strong contrarian tail at the low end. Broad participation is bullish (score goes up). Extreme breadth washouts are also bullish — the score goes to the floor, but the BATS bucket flips to "Extremely Oversold = Aggressive Buy" because the historical forward returns from that zone are exceptional.

Same direction convention as our other components: very few stocks above trend → LOW BATS (crash zone, buy signal), most stocks above trend → HIGH BATS (broad healthy uptrend).

% above 200 MABATS pointsBucket
Below 15%5Extremely Oversold
15% – 30%5 – 25Very Oversold → Oversold
30% – 45%25 – 45Slightly Bearish
45% – 65%45 – 65Neutral → Slightly Bullish
65% – 85%65 – 80Bullish
Above 85%80 – 90Bullish (broad rally)

Note: Notice the score CAPS at ~90 — we do not punish extreme breadth. The backtest below shows why: historically, very high breadth just means the trend is broadly intact. It has NOT been an exhaustion signal.

Does it work? — Historical backtest (2005–2026)

For every trading day where we have a valid breadth reading, we compute this indicator's BATS score and measure how the S&P 500 actually performed 6 and 12 months later. ~5,000 samples across two crashes (2008, 2020) and multiple recoveries.

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What the data actually says

Three findings from the 20-year backtest — and one of them is the strongest single-indicator buy signal in the entire BATS toolkit:

1

Extreme breadth washouts = strongest contrarian buy signal we track.

When less than 15% of stocks were above their 200-day MA, the S&P was up an average of +37.3% over the next 12 months, with every single one of 135 historical instances positive. Between 15-25%, forward returns averaged +30%, 95% positive. That's dramatically above the +12% baseline — the biggest edge of any single indicator in the BATS composite.

Takeaway: When most stocks look broken and the tape feels ugly, history says step in. This has worked in 100% of historical instances at the extreme.

2

The 30–40% "recovering but not safe yet" zone is the WEAKEST bucket.

When breadth sits between 30% and 40%, forward 12mo returns average only +8.1% with 72% positive — meaningfully below the +12% baseline. This is the zone where the market is bouncing off a low but hasn't confirmed the recovery. Same pattern our SPX-vs-200MA indicator shows at moderately-below-trend levels.

Takeaway: Don't confuse "off the lows" with "safe." Breadth needs to broaden past 40-50% before the trend gets its footing.

3

No exhaustion at extreme highs.

When 90-100% of stocks were above their 200-day MA (broad, healthy uptrends), forward 12mo returns averaged +11.2% with 83% positive — essentially baseline. There is no "too many stocks in uptrends" penalty in the data. The intuition that extreme breadth precedes selloffs is not supported by history.

Takeaway: Broad rallies don't die of old age. When most of the market is trending up, respect the trend — the historical data says it continues at baseline pace.

How to use this information

  1. The extreme low is the money reading. Below 20% breadth is rare (about 4% of trading days) but has historically been the single best contrarian buy signal in our toolkit. When you see it, other components will usually confirm (VIX spike, RSI oversold, credit stress).
  2. Middle-range readings track baseline. Between 40% and 85%, forward returns cluster near baseline. This indicator's edge comes from the tails.
  3. High breadth isn't a sell signal. Even at 95%+ readings, forward returns stayed near baseline. Broad rallies persist. Don't fade broad participation just because it's high.
  4. Watch for breadth thrusts. When this indicator jumps from below 40% to above 70% in a short window, historically that has marked major bottoms (2009, 2020, 2022). The market signaling "everything is participating now" is a strong bullish confirmation.
  5. Universe caveat. We compute this from ~100 large-cap S&P constituents that have been continuously public since 2005. This slightly overweights mega-caps vs the full 500. In Mag-7-dominated regimes this may read HIGHER than the equal-weight universe would. We may expand to the full 500 constituents later.

Reminder: None of this is investment advice. Historical patterns are not guarantees. Always do your own research or talk to a financial professional.

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