Trend new_20d_low

20-Day New Low

Triggers when price makes a new N-day low with a red candle (close <= open). Bearish only — use '20-Day New High' for bullish.

Signal family

Trend — Signals that fire when price is continuing or reversing an established directional move. Momentum-following by nature.

Parameters

Name Description Default Range
period Lookback period (days) 20 5–252

Historical context

3,648,033 triggers on 23,938 tickers, 1988-03-25 → 2026-05-01. Universe: US large-cap (mcap ≥ $100,000,000, price ≥ $1). Long-only convention: BUY at open T+1, hold the horizon, compare to S&P 500 Equal Weight over the same window.

Methodology footnotes

Benchmarks shown in the detail tables: spxew (S&P 500 Equal Weight — primary, median-stock view, avoids the 2020+ megacap-concentration distortion), spx (S&P 500 cap-weighted, distorted post-2020), msci (MSCI World USD). Per-stock regime tags: trending = ADX(14) ≥ 25, high vol = 20d realized annualized vol ≥ 20%. 1d return = intraday T+1 open→close; 20d = open T+1 to close T+20.

At a glance — alpha vs S&P 500 Equal Weight, US-only

Holding-period sensitivity. Bullish columns: positive = signal worked (long the trigger beat the index). Bearish columns: negative = signal worked (the flagged stock underperformed).

Horizon Bearish α
5-day +0.03%
20-day +0.08%
60-day +0.20%
1-year +1.80%
Random-date null check (20-day): Bearish: worse than random (p=1.000).

20-Day New Low is a single-direction signal — only the bearish side is meaningful.

Where does NEW_20D_LOW actually fire?

The bucket distribution often reveals what the signal really is, regardless of its textbook label. Heavy concentration in "non-trending + high vol" = it's mostly a chop-market event. Heavy in "trending + low vol" = it picks up the smooth grinds. Read the chart before the alpha numbers — context shapes everything that follows.

20-Day New Low (new_20d_low) — trigger count distribution by per-stock regime quadrant (trending/non-trending × high/low realized volatility) for , US-only universe

Does it work in every regime?

Trigger alpha split by the host stock's own regime on the trigger date — trending or ranging, high-vol or low-vol. The 20d alpha you'd actually capture if you took the trade. Bars matching your direction's "right" sign (green) = the signal worked in that regime; opposite sign = avoid it there. A signal with one strong-positive bar and three flat ones isn't a "20d alpha" signal — it's a "20d alpha when the stock is X" signal.

20-Day New Low (new_20d_low) — mean 20-day alpha versus S&P 500 Equal Weight by per-stock regime quadrant,  side by side
Trending + Low vol
Stock in a clean directional move with low realized volatility. Textbook "trend-following paradise" — smooth grind with little whipsaw risk.
Trending + High vol
Violent directional moves — parabolic rallies, crisis selloffs. Trend exists but the path is noisy. Signal timing may be imprecise.
Non-trending + Low vol
Quiet chop, summer doldrums, consolidations. No directional bias but also no big swings — small edges become reliable if they exist at all.
Non-trending + High vol
Choppy and violent — the classical "whipsaw zone" for momentum signals. Crossovers and breakouts fire repeatedly without follow-through.

Does it work in every era?

A multi-year average can hide major instability. The sample splits into three windows: 2015–2019 (pre-COVID), 2020–2022 (pandemic + 2022 bear), and 2023+ (post-ZIRP + AI megacap rally). All three matching your direction's "right" sign = the signal is durable. One era doing all the work = a regime-specific edge that may not repeat. The bigger the variance across eras, the smaller the position you should run.

20-Day New Low (new_20d_low) — 20-day alpha split by historical sub-period (2015-2019, 2020-2022, 2023+) to check consistency across market regimes

↓ Bearish triggers negative alpha = signal was right (stock underperformed market)

Bench Metric 1d 5d 20d 60d 252d
spx Stock % -0.04% +0.20% +1.18% +3.23% +12.49%
Bench % +0.01% +0.22% +1.35% +3.55% +14.54%
Alpha % -0.05% -0.01% -0.13% -0.30% -2.06%
Median alpha -0.05% -0.20% -0.96% -2.53% -11.03%
Hit rate (α>0) 48.6% 47.8% 45.2% 43.1% 37.2%
p (naive) <0.001 0.0101 <0.001 <0.001 <0.001
p (HAC) <0.001 0.0563 <0.001 <0.001 <0.001
N 3,542,428 3,424,653 3,414,718 3,330,792 3,044,877
msci Stock % -0.04% +0.20% +1.18% +3.23% +12.49%
Bench % +0.03% +0.21% +1.19% +3.21% +12.23%
Alpha % -0.06% -0.00% -0.01% +0.09% -0.00%
Median alpha -0.07% -0.20% -0.84% -2.17% -8.87%
Hit rate (α>0) 48.1% 47.8% 45.7% 43.9% 39.4%
p (naive) <0.001 0.6018 0.0353 <0.001 0.9209
p (HAC) <0.001 0.6989 0.2819 0.0052 0.9835
N 3,529,517 3,410,352 3,384,231 3,311,081 3,026,706
spxew Stock % -0.04% +0.20% +1.18% +3.23% +12.49%
Bench % +0.03% +0.16% +1.09% +2.99% +10.66%
Alpha % -0.07% +0.03% +0.08% +0.20% +1.80%
Median alpha -0.07% -0.16% -0.72% -1.94% -7.08%
Hit rate (α>0) 48.3% 48.3% 46.3% 44.5% 41.2%
p (naive) <0.001 <0.001 <0.001 <0.001 <0.001
p (HAC) <0.001 <0.001 <0.001 <0.001 <0.001
N 3,516,452 3,391,570 3,370,262 3,288,889 3,008,497
Distribution of all 20d alpha outcomes for this direction. Median and winsorized mean shown.
20-Day New Low (new_20d_low) — bearish 20-day alpha histogram showing distribution of per-trigger returns
Observed 20d alpha (vertical line) against the null distribution of random-date firing. If the line is deep inside the null cloud, the signal adds no information. If it sits in a tail, the signal is doing real work in that direction.
20-Day New Low (new_20d_low) — bearish 20-day observed alpha versus random-date permutation null (200 iterations)
Permutation null detail — all horizons × both benchmarks
200-iteration null: for each ticker, sample N random dates from its history (matching observed trigger count) and compute the same alpha. Both observed and null are baseline-centered per ticker (each ticker's own baseline alpha is subtracted), so the null distribution is centered on ~0 and the comparison tests signal effect alone — not the universe-selection lift that all surviving large-caps share. pperm = one-sided fraction of null iters with mean in the "signal was right" tail (right for bullish, left for bearish).
Horizon Bench Observed lift Null mean Null 95% CI pperm
1d spx +0.08% +0.09% [+0.09%, +0.09%] 0.005
1d msci +0.10% +0.09% [+0.09%, +0.10%] 0.766
1d spxew +0.07% +0.08% [+0.08%, +0.09%] 0.005
5d spx +0.45% +0.39% [+0.38%, +0.39%] 1.000
5d msci +0.45% +0.39% [+0.38%, +0.40%] 1.000
5d spxew +0.45% +0.37% [+0.36%, +0.38%] 1.000
20d spx +1.33% +1.22% [+1.21%, +1.24%] 1.000
20d msci +1.33% +1.24% [+1.22%, +1.25%] 1.000
20d spxew +1.30% +1.19% [+1.18%, +1.21%] 1.000
60d spx +3.02% +2.61% [+2.59%, +2.63%] 1.000
60d msci +2.99% +2.63% [+2.61%, +2.65%] 1.000
60d spxew +2.78% +2.54% [+2.52%, +2.56%] 1.000
252d spx +6.02% +5.25% [+5.21%, +5.30%] 1.000
252d msci +5.85% +5.20% [+5.17%, +5.25%] 1.000
252d spxew +5.78% +4.90% [+4.86%, +4.95%] 1.000

Example triggers on US large-caps (2023+, mcap ≥ $30B)

Six recent bearish NEW_20D_LOW triggers on US mega-caps. Top three: the signal's best outcomes. Bottom three: the worst. Catalyst-driven outliers (|α| > 25%) excluded so what's left is the signal's own typical good and bad days, not earnings shocks.

Strongest outcomes (what NEW_20D_LOW looks like when it works)
Weakest outcomes (what NEW_20D_LOW looks like when it fails)
Stock-regime quadrants (2×2 per-stock, 20d alpha detail table)
Each quadrant groups triggers by the stock's own ADX(14) and RV(20) at the trigger date — the textbook conditioning variable (not market-level). Stock %, bench %, alpha %, and HAC p-value shown for each benchmark.
Quadrant N Stock % (spx) Bench % (spx) Alpha % (spx) p (HAC) Stock % (msci) Bench % (msci) Alpha % (msci) p (HAC) Stock % (spxew) Bench % (spxew) Alpha % (spxew) p (HAC)
Trending + Low vol Clean directional grind, low whipsaw 339,418 +0.01% +1.13% -1.07% <0.001 +0.01% +0.98% -0.91% <0.001 +0.01% +0.88% -0.80% <0.001
Trending + High vol Crisis selloff or parabolic rally 1,171,420 +2.13% +1.53% +0.65% <0.001 +2.13% +1.33% +0.79% <0.001 +2.13% +1.22% +0.88% <0.001
Non-trending + Low vol Quiet chop, summer doldrums 485,147 +0.04% +1.14% -1.05% <0.001 +0.04% +1.01% -0.92% <0.001 +0.04% +0.88% -0.78% <0.001
Non-trending + High vol Classical "whipsaw zone" for momentum 1,647,129 +1.09% +1.34% -0.21% <0.001 +1.09% +1.22% -0.12% <0.001 +1.09% +1.15% -0.04% 0.0284
Sub-period breakdown table (20d alpha)
Historical clustering check. If alpha concentrates in one era, the signal's robustness is questionable.
Period N Alpha % (spx) p (HAC) Alpha % (msci) p (HAC) Alpha % (spxew) p (HAC)
2015-2019 2015-01-01 → 2020-01-01 1,094,023 -0.24% <0.001 -0.02% 0.2556 -0.15% <0.001
2020-2022 2020-01-01 → 2023-01-01 1,106,761 +0.06% 0.0114 +0.20% <0.001 -0.14% <0.001
2023-2026 2023-01-01 → 2099-01-01 1,441,394 -0.18% <0.001 -0.17% <0.001 +0.43% <0.001

Methodology and caveats

How to read. Entry at open of T+1 (one trading day after the signal fires on close of T). 20d = open T+1 to close T+20. Alpha = stock return − benchmark return over the same window (Convention A, single-sided, textbook). For bullish triggers, POSITIVE alpha = signal was right. For bearish triggers, NEGATIVE alpha = signal was right (stock underperformed market). No sign-flipping; the direction of the bet determines what "good" looks like. Per-stock regime is each stock's own ADX(14) and RV(20) at the trigger date — not market-wide state.

Three p-values, three robustness tests. (a) p_naive: scipy one-sample t-test on winsorized alphas. Optimistic because overlapping 20d windows on the same ticker inflate effective N. (b) p_hac: Newey-West HAC with lag = horizon — corrects for the overlap and is the academic-finance standard. (c) p_perm: fraction of 200 random-date null iterations with mean ≥ observed. Tests whether the signal beats random date selection at all. A signal that clears all three (pnaive, phac, pperm all < 0.05) has real information; a signal that fails pperm has zero edge even if the t-test says "significant."

Caveats. (i) Universe reflects today's active tickers; delisted losers pruned → survivorship bias. (ii) Mcap ≥ $100M filter uses today's snapshot, not point-in-time — mild lookahead on which stocks enter the sample, not on returns. (iii) Means and p-values use winsorized alphas (1/99 percentile) to prevent data errors from dominating. Medians and hit rates use raw data. (iv) Zero transaction costs assumed. Realistic bid-ask + commissions remove 20–40bps from 20d alpha on US large-caps, more on small-cap. Sub-20bps alpha is noise in practice. (v) Past performance does not predict future results.

How to use this

1 · When to reach for this signal

Caution recommended. Bearish 20d alpha is -0.13% and worse than random . Either direction fails the "beats random" test. Don't use 20-Day New Low as a standalone entry trigger. It may still be useful as part of a composite (section 4).

2 · When it works — the setups that drive it

  • Best bearish setup: Trending + High vol — alpha +0.65% / 20d on 1,171,420 historical triggers.
  • Best era for bearish: 2020-2022 — alpha +0.06% / 20d.

3 · When it fails — common false positives

  • Weakest bearish cell: Trending + Low vol — alpha -1.07% / 20d on 339,418 triggers.
  • Worst era for bearish: 2015-2019 — alpha -0.24% / 20d.

Signal-specific failure patterns

Bearish edge is small and direction-dependent on the benchmark
20-day new low bearish is marginal against equal-weight — see the at-a-glance table for current numbers. Against cap-weighted SPX the recent sub-periods showed clearer underperformance, but on the equal-weight benchmark the difference between the signal cohort and a random-date sample is small. Treat it as a watchlist tile rather than a standalone short trigger.
Strong period dispersion
Pre-COVID, COVID era, and post-2023 windows produce very different alpha for the bearish side. The recent regime (concentrated megacap winners, weaker tail) was the most favorable for the signal; older eras showed bounces from new lows that contaminated forward returns.
Edge erodes past 20 days
Even when the short window shows weakness, the bounce dynamics start to dominate at 60-day horizons. Optimal hold is short; longer holds give back the edge.

4 · Pairing inside a screen

The statements below describe how this signal relates to others by construction — which indicator family it belongs to, and where same-family redundancy might reduce the independence of evidence inside a Daily Report. These are taxonomic classifications drawn from standard technical-analysis texts; they are not pairing backtests. A multi-signal convergence backtest is planned but not yet run.

Breakdown-family redundancy

New 20-day low, new 52-week low, and fresh 52-week low are breakdown signals at different lookbacks — all fire when price falls below the minimum of the prior N bars (Edwards & Magee, Technical Analysis of Stock Trends, 11th ed. 2018; Kirkpatrick & Dahlquist, Technical Analysis, 3rd ed. 2015; Bulkowski, Encyclopedia of Chart Patterns, 3rd ed. 2021). Stacking two or more in the same direction within a single Daily Report produces correlated rather than independent evidence.

What would likely rescue this signal

This block calls out the data or conditions that could turn a technically weak signal into a usable one in a composite screen. Based on signal mechanics and the observed failure patterns above; individual combinations are not yet backtested.

  • Time-limit the hold to 20-30 days maxPast 20d, alpha reverts. A strict 20d time stop preserves the signal edge.
  • Pair with trend filterNew 20d low in an uptrend is noise; in a downtrend it is continuation. 50DMA filter separates the two populations cleanly.

See also Why technical-only signals don't survive on their own for the broader argument.

5 · Before you act — a 5-point checklist

  1. Normal trading day? Rule out earnings (within ±3 days), ex-dividend, or known corporate-action dates — the signal is almost certainly reading noise, not momentum, in those windows.
  2. Where is price vs its own 50 / 200 DMA? A trend signal is only as credible as the underlying trend it claims to confirm. Check the 200DMA orientation before acting.
  3. What's the sector breadth doing? An isolated signal in a broadly down-trending sector is a lower-confidence setup than one firing with the rest of its peer group.
  4. Is ADV20 enough for your size? If the trigger is on a $500M name and you want to move $1M notional, you're the tape. Consider adv20d ≥ 5% of your intended position.
  5. What invalidates you? Define a price level (for longs: a close below the trigger-day low; for shorts: close above the trigger-day high) and honor it. The backtest alpha is an average; any one trade can be at either tail.

Execution notes

Marginal short-side tile. Entry open T+1, exit within 20 trading days. Most useful as a universe filter for short candidates, paired with structural filters (50DMA, sector trend) for directional conviction.