Methodology · Breadth
Breadth health score
A composite breadth indicator that rolls up four sub-components into a 0-100 score classifying the breadth environment as healthy, caution, or unhealthy.
Specification
Breadth health score — operational spec
Narrow breadth is one of the most reliable late-cycle markers in the historical record. The score classifies the breadth environment so the reader can size new positions accordingly.
Inputs
- Daily advance and decline counts across the broad market
- Daily new-52-week-high and new-52-week-low counts
- Daily percent of constituents trading above their 200-day moving average
- Daily McClellan-style smoothed advance-decline oscillator
Computation
- Each sub-component is converted to a percentile rank against its own multi-year history.
- Equal weights are applied. Recency-weighted variants were tested and rejected for back-fitting.
- The composite is mapped to a three-band classification: healthy (>= 60), caution (30-60), unhealthy (< 30).
- Cumulative advance-decline slope is the highest-information sub-component and its delta is published prominently.
Outputs
- Composite breadth score 0-100 with band classification.
- Four sub-component scores with month-over-month deltas.
- A narrow-leadership flag when the cap-weighted index is rising while equal-weighted breadth deteriorates.
Limitations
- Breadth signals can deteriorate for months before a market top materializes; the score is a prior, not a trigger.
- Index membership churn can produce step-function changes in new-high counts that are not regime signals.
- The McClellan oscillator inherits the smoothing parameters of its construction; the score uses the conventional 19/39 EMA spread but is sensitive to that choice.