Back to Compendium
Marcus Reversal
1

Marcus Reversal

The Contrarian

📉 Swing Trader 📅 48 years old (Born 1978)

"When the RSI screams oversold and the masses run for the exits, I walk in through the front door with my checkbook open."

Distinguished gentleman with silver-streaked hair and reading glasses perpetually perched on his nose. Wears tweed jackets with elbow patches. Always carries a worn copy of Wilder's original book, annotated in three colors of ink.

ℹ️ Character descriptions are creative personas representing trading strategy styles. They are not financial advice, promises, or guarantees of performance.

Mar 23, 2026 Jun 23, 2026 (92d)

📊 Last 3 Months Performance: Showing Marcus Reversal's performance over the last 3 months across 114 symbols. 🟢 LIVE

$12,866
Avg Value (per symbol)
Started at: $12,687 (+$178)
+1.41%
Last 3 Months ROI
40.1%
Win Rate
1,557
Total Trades

Quick Performance Comparison

Click any period to view detailed stats

-1.6%
1 Month
+1.4%
3 Months
+0.3%
6 Months
+1.6%
YTD
+10.6%
1 Year

Equity Curve (Last 3 Months)

Combined P&L across all 114 symbols

💰 Trading Activity (Last 3 Months)

Stock Volume
$21,233,591
1,436 trades
Stock Fees
$0
✓ Commission FREE
Crypto Volume
$111,818
121 trades
Crypto Fees
$280
0.25% of volume

⚙️ Trading Strategy

RSI mean reversion - buys when RSI < 30, sells when RSI > 70

Uses the Relative Strength Index (RSI) to identify oversold conditions. When RSI drops below 30, indicating extreme fear, Marcus enters long positions. He exits when RSI rises above 70, indicating greed.

🎯 Best Suited For

Volatile stocks with strong fundamentals

"Be fearful when others are greedy, and greedy when others are fearful."

📜 Why This Strategy Works

Markets are driven by human emotion. Fear creates oversold conditions—prices drop faster and further than fundamentals justify. Marcus waits for this fear to peak (RSI < 30), then buys what everyone else is panic-selling.

Mathematical Formula

CODE VERIFIED — These formulas are extracted directly from the simulation engine and verified against the source code.
Source: scripts/simulate-marcus.php

📊 Relative Strength Index (RSI)

RSI = 100 - (100 ÷ (1 + RS))
RS = Avg Gain ÷ Avg Loss (over 14 periods)
Avg Gain = SMA of gains, then smoothed: ((prev × 13) + current) ÷ 14
Avg Loss = SMA of losses, then smoothed: ((prev × 13) + current) ÷ 14
📁 calculateRSI() @ lines 404-448

📊 Hammer Candle Pattern

1 Lower wick ≥ 2× body size
2 Upper wick ≤ body size
3 Lower wick ≥ 60% of total range

📊 Entry Signal

📈 Entry Signal

RSI < 30 AND Hammer Candle = TRUE
→ BUY at next candle open

📉 Exit Rules

• TARGET: Price ≥ entry × 1.05 (+5% gain)
• STOP_LOSS: Price ≤ entry × 0.90 (-10% loss)
• MAX_HOLD: Hold time ≥ 30 days

⚙️ Simulation Parameters

RSI_PERIOD: 14
RSI_OVERSOLD: 30
TARGET_GAIN_PCT: 5%
STOP_LOSS_PCT: -10%
MAX_HOLD_DAYS: 30

📖 Historical Origin

Origin: J. Welles Wilder Jr.'s "New Concepts in Technical Trading Systems"

J. Welles Wilder Jr. was not a trader—he was a mechanical engineer who looked at markets and saw machines that could be measured. In 1978, he published his masterwork, introducing the RSI alongside a dozen other indicators that would become industry standards.

🏆 Top 10 Performing Symbols (Last 3 Months)

📉 Worst 5 Performing Symbols (Last 3 Months)

📊 All Symbol Results

Click on any row to see detailed trade history with equity curve

📅 Last 3 Months: Mar 23, 2026 Jun 23, 2026 (92 days)
📖 Understanding Score & Momentum columns
📊 Score — Lifetime Quality Score
Measures how well this strategy+symbol combination has performed across the entire simulation history. Based on return, win rate, drawdown control, profit factor, and trade count. Higher is better.
75+ Elite   60+ Good   40+ Fair   <40 Weak
⚡ Mom — 30-Day Momentum Score
Measures performance over the last 30 days only. Same quality model but calibrated for short-term activity. Captures recent regime shifts that the lifetime score may miss.
75+ Hot   60+ Active   40+ Moderate   <40 Quiet
Spread Indicators — Comparing Mom vs Score reveals regime sensitivity:
🔥 Heating Up — Mom is 20+ points above Score. This symbol is performing significantly better recently than its lifetime average. Could indicate a favorable regime shift.
🧊 Cooling Off — Mom is 20+ points below Score. This symbol is underperforming recently despite a strong lifetime track record. Could indicate an unfavorable regime shift.
No icon = Steady — Scores within ±20 points. Consistent performance.
⚠️ Scores are calculated from simulated backtest data and are for informational purposes only. They do not constitute financial advice or predict future performance. Full methodology →
Rank Symbol Score Mom Return 3M Start Final Value Trades Win Rate Fees Net Max DD Avg Hold Refunds Last Refund Action
1 AMD 38 31 +120.52% $11,213 $24,728 27 67% - +$13,514 -43.0% 3.3d -
2 SOXL 🔥 PRO 72 77 +87.38% $45,666 $85,569 33 61% - +$39,903 -36.3% 1.6d -
3 INTC 21 56🔥 +74.28% $7,945 $13,846 25 52% - +$5,901 -58.2% 3.6d -
4 MU 69 57 +45.54% $36,871 $53,662 31 55% - +$16,791 -27.8% 3.5d -
5 RIOT 4 26🔥 +42.58% $5,804 $8,275 30 53% - +$2,471 -51.3% 1.3d -
6 XLK 38 32 +40.65% $12,663 $17,810 13 69% - +$5,147 -25.5% 11.5d -
7 UNH 6 +39.06% $4,488 $6,240 11 64% - +$1,753 -54.0% 7.3d -
8 CSCO 71 3🧊 +38.80% $21,820 $30,286 10 60% - +$8,466 -9.1% 15.2d -
9 PANW 34 12🧊 +37.09% $13,255 $18,171 17 65% - +$4,916 -29.0% 7.1d -
10 MS 25 31 +34.73% $10,155 $13,681 9 78% - +$3,527 -29.2% 9.0d -
11 RIVN 4 23 +33.60% $4,475 $5,979 25 52% - +$1,504 -51.0% 2.2d -
12 CRWD 57 3🧊 +33.29% $22,113 $29,474 19 63% - +$7,361 -24.8% 4.4d -
13 ARKK 23 8 +32.75% $9,969 $13,233 16 56% - +$3,265 -26.4% 5.4d -
14 ARM 38 17🧊 +30.76% $15,731 $20,569 28 46% - +$4,839 -31.3% 2.7d -
15 AMC 4 73🔥 +30.67% $4,194 $5,480 28 50% - +$1,286 -59.9% 2.4d -
16 TSLA 28 3🧊 +26.62% $12,242 $15,501 19 53% - +$3,259 -34.1% 2.9d -
17 AAPL 38 +26.11% $14,323 $18,063 8 75% - +$3,740 -21.5% 10.1d -
18 WFC 25 53🔥 +24.82% $10,606 $13,239 8 75% - +$2,633 -25.5% 8.9d -
19 QQQ 36 +24.77% $12,893 $16,086 7 71% - +$3,194 -29.6% 15.7d -
20 GOOGL 55 +23.86% $20,706 $25,646 11 55% - +$4,940 -25.2% 7.9d -
21 NET 54 5🧊 +22.31% $25,050 $30,639 22 50% - +$5,589 -33.4% 4.1d -
22 NVDA 35 3🧊 +21.67% $16,902 $20,565 15 53% - +$3,663 -43.7% 3.8d -
23 C 39 53 +19.38% $16,291 $19,448 11 55% - +$3,157 -29.6% 8.3d -
24 BAC 30 +18.66% $12,362 $14,669 5 80% - +$2,307 -21.4% 9.5d -
25 TQQQ 12 27 +18.22% $8,775 $10,374 25 48% - +$1,599 -40.9% 3.1d -
26 AVGO 26 5🧊 +18.10% $12,287 $14,511 17 59% - +$2,224 -27.0% 3.7d -
27 SPY 43 +16.12% $13,411 $15,573 5 80% - +$2,162 -12.7% 18.7d -
28 VOO 39 +15.62% $13,126 $15,176 5 80% - +$2,050 -15.4% 18.9d -
29 GS 53 5🧊 +15.43% $18,515 $21,371 11 55% - +$2,857 -15.7% 9.6d -
30 BLK 30 +13.48% $12,238 $13,887 8 63% - +$1,650 -17.2% 12.3d -
31 JPM 42 27 +12.95% $16,967 $19,164 5 60% - +$2,197 -20.8% 10.9d -
32 VTI 38 +11.29% $13,322 $14,826 5 60% - +$1,504 -16.1% 20.8d -
33 SCHW 50 37 +11.27% $15,785 $17,564 8 63% - +$1,779 -10.8% 11.7d -
34 IWM 25 +11.27% $12,749 $14,186 7 57% - +$1,437 -23.6% 13.7d -
35 AXP 29 +10.52% $13,529 $14,952 6 50% - +$1,423 -27.6% 10.6d -
36 SLB 33 7🧊 +10.36% $13,806 $15,236 15 47% - +$1,430 -22.2% 8.1d -
37 DIA 24 +10.29% $10,733 $11,837 3 100% - +$1,104 -20.7% 20.9d -
38 SOLUSD +9.96% $10,092 $11,098 NO ENTRY - $1,398 +$1,005 -99.5% 21.3h 1 Feb 6, 2026
39 AMZN 36 3🧊 +7.28% $15,346 $16,464 14 43% - +$1,117 -18.5% 8.3d -
40 MARA 4 9 +6.85% $4,374 $4,673 30 40% - +$300 -58.2% 1.3d -
41 SMCI 4 7 +6.56% $1,626 $1,733 27 41% - +$107 -88.9% 1.9d -
42 XLF 35 +5.13% $13,345 $14,029 4 50% - +$685 -11.5% 17.6d -
43 V 19 +4.53% $11,386 $11,902 5 40% - +$516 -14.4% 14.2d -
44 MRNA 5 14 +4.30% $8,363 $8,723 23 39% - +$360 -73.8% 2.3d -
45 JNJ 36 +3.51% $14,846 $15,367 5 40% - +$521 -13.8% 16.3d -
46 BTCUSD 4 10 +3.29% $2,949 $3,046 24 38% $12,916 +$97 -78.6% 2.4d -
47 SOFI 27 18 +3.20% $14,804 $15,278 21 43% - +$474 -35.6% 2.7d -
48 ABBV 23 0🧊 +2.21% $11,954 $12,218 10 40% - +$264 -17.7% 11.9d -
49 SNOW 28 35 +2.07% $17,138 $17,493 25 32% - +$355 -43.4% 4.9d -
50 SLV 69 2🧊 +1.99% $30,652 $31,262 19 47% - +$610 -21.6% 7.3d -
51 DIS 16 0 +1.90% $10,998 $11,207 10 40% - +$209 -24.9% 11.6d -
52 COST 31 0🧊 +1.46% $14,919 $15,137 10 40% - +$218 -19.7% 13.0d -
53 BRK-B 26 +1.29% $12,981 $13,148 4 50% - +$167 -15.7% 16.3d -
54 META 31 18 +0.69% $15,916 $16,026 13 46% - +$110 -26.1% 6.9d -
55 GME 23 6 +0.69% $14,255 $14,354 14 36% - +$98 -32.0% 2.9d -
56 VZ 22 0🧊 +0.56% $12,111 $12,179 7 43% - +$68 -14.2% 14.1d -
57 WMT 39 +0.29% $17,503 $17,554 7 43% - +$51 -17.6% 14.4d -
58 MSFT 29 1🧊 -0.05% $14,130 $14,123 11 36% - -$7 -21.2% 13.3d -
59 MA 27 -0.11% $12,420 $12,406 8 38% - -$14 -11.3% 13.9d -
60 GILD 25 0🧊 -0.24% $13,582 $13,549 10 40% - -$33 -20.9% 10.3d -
61 BIIB 4 -0.67% $6,436 $6,393 8 38% - -$43 -46.7% 7.5d -
62 PG 4 -1.97% $9,250 $9,068 4 25% - -$182 -24.4% 16.2d -
63 KO 30 3🧊 -2.34% $13,461 $13,146 6 50% - -$315 -13.1% 18.7d -
64 NIO 4 3 -2.42% $6,397 $6,242 21 38% - -$155 -51.1% 2.6d -
65 TLT 4 -3.00% $7,348 $7,127 4 50% - -$220 -27.7% 20.2d -
66 MRK 4 1 -3.66% $8,008 $7,715 10 40% - -$293 -45.0% 9.8d -
67 PFE 5 -5.25% $8,941 $8,472 5 20% - -$469 -23.5% 10.8d -
68 VRTX 18 -5.26% $12,147 $11,508 7 29% - -$639 -25.6% 10.7d -
69 ETHUSD 2 10 -5.78% $270 $254 41 34% $9,951 -$16 -98.0% 1.4d -
70 PEP 4 -5.97% $9,172 $8,625 4 25% - -$548 -23.1% 16.8d -
71 BMY 5 0 -6.32% $9,478 $8,879 10 30% - -$599 -28.4% 7.9d -
72 DKNG 4 3 -6.72% $7,337 $6,844 23 35% - -$493 -50.2% 4.1d -
73 LLY 18 6 -6.84% $12,705 $11,836 15 33% - -$869 -36.7% 6.7d -
74 XRPUSD 3 10 -7.12% $270 $251 33 30% $12,836 -$19 -96.4% 1.1d -
75 HD 5 30🔥 -7.35% $9,080 $8,413 10 30% - -$667 -19.9% 12.1d -
76 PM 22 0🧊 -7.43% $13,056 $12,086 8 25% - -$970 -21.9% 12.3d -
77 MCD 15 -7.99% $11,076 $10,191 6 33% - -$885 -12.9% 16.0d -
78 TMO 4 -8.29% $8,960 $8,217 8 38% - -$743 -28.6% 11.0d -
79 CVX 35 1🧊 -9.65% $16,410 $14,827 12 33% - -$1,584 -13.5% 13.2d -
80 PYPL 6 1 -9.88% $9,060 $8,165 11 36% - -$895 -35.9% 7.8d -
81 ORCL 15 5 -10.20% $12,018 $10,792 25 40% - -$1,226 -51.2% 5.2d -
82 LTCUSD 2 9 -10.67% $448 $400 23 30% $10,423 -$48 -95.7% 1.1d -
83 GLD 66 0🧊 -10.90% $25,511 $22,730 8 25% - -$2,781 -6.1% 15.7d -
84 AMGN 4 -11.21% $10,359 $9,198 5 20% - -$1,161 -28.3% 11.3d -
85 SPXU 4 24🔥 -11.99% $10,219 $8,994 15 33% - -$1,225 -30.0% 5.6d -
86 MDT 18 -12.08% $12,927 $11,365 7 14% - -$1,562 -12.1% 13.7d -
87 COP 16 1 -12.25% $12,660 $11,109 15 33% - -$1,551 -20.6% 9.4d -
88 OXY 32 3🧊 -12.35% $18,660 $16,355 20 40% - -$2,304 -28.6% 8.2d -
89 IBM 33 5🧊 -14.87% $18,049 $15,365 14 29% - -$2,684 -17.7% 10.0d -
90 NFLX 37 0🧊 -16.04% $22,885 $19,214 11 27% - -$3,671 -32.4% 9.5d -
91 LCID 15 9 -16.72% $13,337 $11,107 30 33% - -$2,230 -38.4% 1.9d -
92 RBLX 17 17 -16.82% $12,416 $10,327 20 45% - -$2,088 -46.8% 3.9d -
93 ISRG 4 1 -18.59% $11,194 $9,113 9 11% - -$2,081 -35.0% 8.4d -
94 XOM 20 0 -18.77% $14,340 $11,648 13 23% - -$2,692 -18.5% 11.9d -
95 CRM 5 3 -18.95% $8,359 $6,775 18 28% - -$1,584 -48.1% 7.3d -
96 XLE 5 0 -21.23% $12,235 $9,638 12 17% - -$2,598 -24.7% 12.5d -
97 UVXY 18 5 -21.29% $15,823 $12,454 25 32% - -$3,369 -50.0% 1.6d -
98 ADBE 4 3 -21.33% $6,597 $5,190 18 28% - -$1,407 -42.0% 8.2d -
99 USO 23 3 -21.35% $15,505 $12,195 25 40% - -$3,310 -18.0% 8.8d -
100 VXX 23 20 -22.25% $17,615 $13,695 16 25% - -$3,919 -32.2% 2.9d -
101 PLTR 66 6🧊 -22.93% $55,338 $42,649 23 26% - -$12,689 -28.0% 2.8d -
102 REGN 5 0 -23.89% $7,649 $5,821 9 22% - -$1,827 -50.1% 7.6d -
103 ACN 3 3 -26.54% $4,933 $3,624 13 15% - -$1,309 -45.0% 9.3d -
104 CMCSA 5 0 -27.20% $7,243 $5,273 11 9% - -$1,970 -36.1% 11.9d -
105 HOOD 5 5 -28.31% $10,802 $7,744 24 29% - -$3,058 -45.6% 2.2d -
106 COIN 5 6 -34.78% $9,486 $6,187 29 24% - -$3,299 -53.5% 1.8d -
107 DOGEUSD -38.34% $10,100 $6,228 NO ENTRY - $1,312 -$3,872 -99.3% 18.0h 1 Jan 31, 2026
108 SQQQ 3 6 -44.93% $6,241 $3,437 24 17% - -$2,804 -66.3% 2.8d -
109 SHIBUSD -47.69% $10,098 $5,282 NO ENTRY - $2,493 -$4,816 -99.5% 19.9h 1 Dec 18, 2025
110 AVAXUSD -51.29% $3,806 $1,854 NO ENTRY - $8,581 -$1,952 -99.1% 18.6h 1 Jun 22, 2025
111 LINKUSD -51.38% $11,026 $5,361 NO ENTRY - $2,618 -$5,665 -99.3% 19.5h 1 Dec 1, 2025
112 PEPEUSD -52.17% $10,096 $4,829 NO ENTRY - $4,168 -$5,267 -99.9% 10.8h 1 Dec 18, 2025
113 UNIUSD -59.87% $5,186 $2,081 NO ENTRY - $5,345 -$3,105 -99.3% 16.8h 1 Sep 25, 2025
114 DOTUSD -68.71% $5,649 $1,767 NO ENTRY - $8,684 -$3,881 -99.1% 21.7h 1 Jun 21, 2025

👤 Personality

Calm, patient, slightly smug. Speaks in measured tones. Has seen every crash since his birth in 1978 and survived them all. Drinks single malt scotch. Never raises his voice, even when markets are in freefall.