Compendium › Macro Monday › MS
Simulated with $10,000 starting capital
Period: 1M 3M 6M YTD 1Y 2Y
MS
Alpaca Tradeable

Macro Monday's Analysis

Year to Date: 2026-01-01 to present • 6 trades in period

+5.66%
Year to Date Return
$11,647.13
Current Value
67%
Win Rate
$11,023.11
Period Start
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PHASE 1: COMPLACENT DECLINE
😴 Complacent Bear (strategies struggle)
Signals generated 2026-09-24 23:58:08

Price declining but no fear. Strategies historically underperform. Wait for fear to build.

Fear & Greed
71
Greed
VIX
14.2
LOW
10Y Yield
5.11%
HIGH
Yield Curve
+0.31%
NORMAL
HY Spread
2.68
CALM
🌍 Kp Index
🟢 0.5
Quiet
RSI(14)
39 neutral
20d Trend
-6.5%
5d Trend
-4.3%
EMA20 Dist
-3.4%
ATR%
2.4%
Range Pos
56%
Bounce Ratio
0.6×
Green/Red 10d
5/5

Strategy Score Scored Sep 24, 2026

27
Lifetime
Confidence: 56%

Quality Components

Return-to-Risk
11.5/35
Total Return
10.3/25
Win Rate
11.8/15
Profit Factor
7.2/15
Consistency
7.8/10
Raw Quality 48.6/100
× Confidence 0.56 = 27.2

30-Day Momentum

Insufficient Recent Data
Fewer than 3 trades in the last 30 days. Momentum scores require recent trading activity.
How Scoring Works: Score = Quality × Confidence. Quality (0-100) rates absolute performance across 5 dimensions: Return-to-Risk (35pts), Total Return (25pts), Win Rate (15pts), Profit Factor (15pts), Consistency (10pts). Confidence (56%) adjusts for trade count and freshness — more trades + recent activity = higher confidence. Momentum uses the same model recalibrated for a 30-day trailing window. PRO status requires both Lifetime Score ≥ 70 and Momentum ≥ 40.

Data Transparency (Year to Date)

Hybrid data: Historical backfill + Yahoo/Alpaca (live) - verifiable market data
Data Source
Yahoo + Alpaca
Candles in Period
14,845
Timeframe
5-Minute Bars
Period Range
2026-01-01 → 2026-09-24
Trading Days
187 days
Data Gaps
None (8 market holidays)

Market Closed (8 days)

2026-01-01 — New Year's Day, 2026-01-19 — MLK Jr. Day, 2026-02-16 — Presidents' Day, 2026-04-03 — Good Friday, 2026-05-25 — Memorial Day, 2026-06-19 — Juneteenth, 2026-07-03 — Independence Day (observed), 2026-09-07 — Labor Day
Brokerage: Alpaca Markets

✓ Tradeable on Alpaca
Stocks: Commission-free • Market hours: 9:30 AM - 4:00 PM ET

To execute these strategies, you'll need an Alpaca brokerage account.

Performance Summary (Year to Date)

Period Start Capital
$11,023.11
Current Value
$11,647.13
Period P&L
$624.02
Max Drawdown
-0.0%
Sharpe Ratio
0.45

Trade Statistics (Year to Date)

Trades in Period
6
Winners / Losers
4 / 2
Best Trade
+4.17%
Worst Trade
-2.18%
Avg Trade Return
+0.94%
Avg Hold Time
1.3d

💰 Trading Cost Analysis (Alpaca Fees) (Year to Date)

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$135,296.31
Estimated Fees
$0.00
Gross P&L
$624.02
Net P&L (after fees)
$624.02
Gross Return
+5.66%
Net Return (after fees)
+5.66%

✅ Stocks: Alpaca offers commission-free stock trading. No fees on this symbol!
Actual fees may vary based on your volume tier. See Alpaca pricing.

Equity Curve — Your Money Over Time

Each dot is a completed trade. ● Green = profitable trade, ● Red = losing trade. Hover for details.

The dashed blue line shows your starting $10,000. Points above = profit, points below = loss.

🖱️ Scroll to zoom • Click & drag to pan • Double-click to reset

Price Action + Equity Overlay

📈 MS Price (left axis) vs 📊 Your Equity (right axis). See how the stock price moved while you held positions.

🖱️ Scroll to zoom • Click & drag to pan • Double-click to reset
📊 Price data: 187 trading days 🎯 Trade markers show BUY (▲) and SELL (▼) points

Trade History (Year to Date - 6 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Macro Monday had $11,023.11 at period start. When he sees a buy signal, he uses all available cash to buy shares. He holds until hitting his +5% target, -10% stop loss, or 30-day limit. After selling, the profit/loss is added to his balance, and the next trade uses that new balance.

# Action Date & Time Price/Share Shares Total Value Balance After Result Exit Reason
1 🟢 BUY Feb 23, 2026 9:40am ET $172.53 64 $11,023.11 — — —
🔴 SELL Feb 24, 2026 3:55pm ET $168.77 64 $10,782.88 $10,782.88 $-240.23
(-2.2%) 		TIME_EXIT
0m held
2 🟢 BUY Mar 2, 2026 9:30am ET $163.33 66 $10,782.88 — — —
🔴 SELL Mar 3, 2026 3:55pm ET $165.98 66 $10,957.83 $10,957.83 +$174.95
(+1.6%) 		TIME_EXIT
0m held
3 🟢 BUY Mar 9, 2026 9:30am ET $157.97 69 $10,957.83 — — —
🔴 SELL Mar 10, 2026 3:55pm ET $160.85 69 $11,157.26 $11,157.26 +$199.43
(+1.8%) 		TIME_EXIT
0m held
4 🟢 BUY Apr 13, 2026 9:30am ET $175.70 64 $11,157.26 — — —
🔴 SELL Apr 14, 2026 3:55pm ET $183.02 64 $11,622.11 $11,622.11 +$464.85
(+4.2%) 		TIME_EXIT
0m held
5 🟢 BUY Jul 20, 2026 10:30am ET $213.26 54 $11,622.11 — — —
🔴 SELL Jul 21, 2026 3:55pm ET $216.40 54 $11,792.95 $11,792.95 +$170.84
(+1.5%) 		TIME_EXIT
0m held
6 🟢 BUY Jul 27, 2026 10:30am ET $214.31 55 $11,792.95 — — —
🔴 SELL Jul 28, 2026 3:55pm ET $211.66 55 $11,647.13 $11,647.13 $-145.82
(-1.2%) 		TIME_EXIT
0m held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $11,647.13
Net Profit/Loss: +$1,647.13
Total Return: +16.47%
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