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2011issue C0210-11

Constructing percentage-offset moving-average bands

A percentage-offset-band is assembled by scaling a simple-moving-average centerline with fixed offset-factors. The gap is then a variable-width-envelope that follows the level of the average rather than a pair of parallel rails.

  • A fifteen-period simple-moving-average of closing prices can serve as the centerline of a percentage-offset-band.
  • Upper and lower envelopes are formed by multiplying that centerline by the offset-factors 1.02 and 0.98, a two-percent offset that remains an adjustable construction parameter.
  • The construction is a variable-width-envelope: the gap scales with the level of the average, so the band narrows when prices fall rapidly and widens when prices rise.
  • The same widening and narrowing appears when the identical multiplicative construction is implemented in more than one charting program.
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A centerline first, then an envelope

A percentage-offset-band starts from a simple-moving-average of closing prices. A fifteen-period lookback can serve as that centerline.

Upper and lower envelopes are formed by multiplying the centerline by fixed offset-factors. Factors of 1.02 and 0.98 produce a two-percent offset above and below the average.

Why the rails are not parallel

A multiplicative offset around a moving average does not produce visually parallel rails, because the gap scales with the level of the average. That is what makes the result a variable-width-envelope.

When prices fall rapidly, a percentage envelope around a moving average narrows. When prices rise, it widens. The same widening and narrowing appears when the identical multiplicative construction is implemented in more than one charting program.

The offset is a construction parameter

The offset percentage is an adjustable construction parameter. A two-percent default may be reduced to one percent or, less often, one-half percent.

A workbook plotting caveat

A moving-average workbook can mis-plot the active position when settings produce more frequent trades. That case requires a correction to the position formula and related rebalance formulas.

Educational research material, not investment advice. Historical source context does not establish present-day performance.
13 of 15 in the Moving average track
201516-21 pp.Next on Moving averageLinearity, commutation, and ratio smoothing in moving averagesFor a constant scale factor, both a simple moving average and an exponential moving average treat a linear combination of two series as the same linear combination of the two separately averaged series.
All readings on this track · 15 readings
  1. 1990Building a percent-difference moving-average oscillator
  2. 1991Ease of movement oscillator construction
  3. 1993A twelve-month moving-average filter for inflation direction
  4. 1993Constructing two-endpoint JSA moving averages
  5. 1999Centered moving averages for trend construction
  6. 2000Constructing a slope-corrected moving average
  7. 2000Lookback length as a construction check for the modified moving average
  8. 2001Smoothing balance of market power with a moving average
  9. 2005Three-state moving-average directional breakout construction
  10. 2005Constructing a move-adjusted moving average
  11. 2005Moving-average construction: windows, weights and stops
  12. 2008Constructing stacked moving-average filters
  13. 2011Constructing percentage-offset moving-average bands
  14. 2015Linearity, commutation, and ratio smoothing in moving averages
  15. 2019Constructing a 50-200 sma-channel for swing entries and exits
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