Compendium › Marcus Reversal › DIA
Simulated with $10,000 starting capital
Period: 1M 3M 6M YTD 1Y 2Y
DIA
Alpaca Tradeable

Marcus Reversal's Analysis

Last Year: 2025-09-25 to present • 15 trades in period

+12.48%
Last Year Return
$12,155.71
Current Value
67%
Win Rate
$10,807.00
Period Start
Login to Apply
PHASE 0: RANGING
Signals generated 2026-09-25 00:09:36

No strong directional signal. Monitor for regime shift.

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)
47 neutral
20d Trend
-0.8%
5d Trend
-0.1%
EMA20 Dist
-0.5%
ATR%
1.0%
Range Pos
78%
Bounce Ratio
1.0×
Green/Red 10d
4/6

Strategy Score Scored Sep 24, 2026

25
Lifetime
Confidence: 81%

Quality Components

Return-to-Risk
3.6/35
Total Return
11.2/25
Win Rate
6.8/15
Profit Factor
2.3/15
Consistency
7.1/10
Raw Quality 31.1/100
× Confidence 0.81 = 25.3

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 (81%) 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 (Last Year)

Hybrid data: Historical backfill + Yahoo/Alpaca (live) - verifiable market data
Data Source
Yahoo + Alpaca
Candles in Period
25,312
Timeframe
5-Minute Bars
Period Range
2025-09-25 → 2026-09-24
Trading Days
264 days
Data Gaps
None (10 market holidays)

Market Closed (10 days)

2025-11-27 — Thanksgiving, 2025-12-25 — Christmas Day, 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 (Last Year)

Period Start Capital
$10,807.00
Current Value
$12,155.71
Period P&L
$1,348.72
Max Drawdown
-20.7%
Sharpe Ratio
0.29

Trade Statistics (Last Year)

Trades in Period
15
Winners / Losers
10 / 5
Best Trade
+5.10%
Worst Trade
-3.39%
Avg Trade Return
+0.93%
Avg Hold Time
22.7d

💰 Trading Cost Analysis (Alpaca Fees) (Last Year)

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$336,931.14
Estimated Fees
$0.00
Gross P&L
$1,348.72
Net P&L (after fees)
$1,348.72
Gross Return
+12.48%
Net Return (after fees)
+12.48%

✅ 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

📈 DIA 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: 264 trading days 🎯 Trade markers show BUY (▲) and SELL (▼) points

Trade History (Last Year - 15 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Marcus Reversal had $10,807.00 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 Sep 10, 2025 10:55am ET $455.69 23 $10,480.87 — — —
🔴 SELL Oct 10, 2025 10:55am ET $462.50 23 $10,637.50 $10,834.60 +$156.63
(+1.5%) 		⏰ 30 Day Max
30d held
2 🟢 BUY Oct 14, 2025 9:30am ET $456.60 23 $10,501.80 — — —
🔴 SELL Oct 29, 2025 9:40am ET $479.88 23 $11,037.13 $11,369.93 +$535.33
(+5.1%) 		🎯 +5% Target
15d held
3 🟢 BUY Oct 30, 2025 12:25pm ET $478.71 23 $11,010.33 — — —
🔴 SELL Nov 18, 2025 9:30am ET $462.47 23 $10,636.81 $10,996.41 $-373.52
(-3.4%) 		🛑 -10% Stop
18.9d held
4 🟢 BUY Nov 19, 2025 9:35am ET $461.65 23 $10,617.95 — — —
🔴 SELL Dec 11, 2025 9:40am ET $484.87 23 $11,152.01 $11,530.47 +$534.06
(+5.0%) 		🎯 +5% Target
22d held
5 🟢 BUY Dec 12, 2025 10:55am ET $486.17 23 $11,181.91 — — —
🔴 SELL Jan 12, 2026 9:30am ET $490.35 23 $11,277.94 $11,626.49 +$96.03
(+0.9%) 		⏰ 30 Day Max
30.9d held
6 🟢 BUY Jan 13, 2026 9:35am ET $494.13 23 $11,364.99 — — —
🔴 SELL Feb 9, 2026 3:55pm ET $501.33 23 $11,530.59 $11,792.09 +$165.60
(+1.5%) 		📅 Sim Ended
27.3d held
7 🟢 BUY Feb 17, 2026 3:30pm ET $495.95 23 $11,406.85 — — —
🔴 SELL Mar 3, 2026 9:30am ET $480.27 23 $11,046.21 $11,431.45 $-360.64
(-3.2%) 		🛑 -10% Stop
13.8d held
8 🟢 BUY Mar 4, 2026 9:40am ET $484.78 23 $11,149.94 — — —
🔴 SELL Mar 9, 2026 9:35am ET $469.92 23 $10,808.16 $11,089.67 $-341.78
(-3.1%) 		🛑 -10% Stop
5d held
9 🟢 BUY Mar 10, 2026 10:10am ET $475.34 23 $10,932.82 — — —
🔴 SELL Mar 19, 2026 9:30am ET $459.83 23 $10,576.20 $10,733.05 $-356.62
(-3.3%) 		🛑 -10% Stop
9d held
10 🟢 BUY Mar 20, 2026 9:40am ET $458.67 23 $10,549.41 — — —
🔴 SELL Apr 9, 2026 12:05pm ET $481.61 23 $11,077.14 $11,260.78 +$527.73
(+5.0%) 		🎯 +5% Target
20.1d held
11 🟢 BUY Apr 10, 2026 12:05pm ET $479.54 23 $11,029.42 — — —
🔴 SELL May 11, 2026 9:30am ET $496.07 23 $11,409.61 $11,640.97 +$380.19
(+3.4%) 		⏰ 30 Day Max
30.9d held
12 🟢 BUY May 12, 2026 9:45am ET $493.66 23 $11,354.18 — — —
🔴 SELL Jun 11, 2026 9:45am ET $502.20 23 $11,550.60 $11,837.39 +$196.42
(+1.7%) 		⏰ 30 Day Max
30d held
13 🟢 BUY Jun 12, 2026 12:05pm ET $511.82 23 $11,771.75 — — —
🔴 SELL Jul 13, 2026 9:30am ET $525.88 23 $12,095.13 $12,160.77 +$323.38
(+2.7%) 		⏰ 30 Day Max
30.9d held
14 🟢 BUY Jul 14, 2026 9:30am ET $522.84 23 $12,025.32 — — —
🔴 SELL Aug 13, 2026 9:30am ET $538.84 23 $12,393.32 $12,528.77 +$368.00
(+3.1%) 		⏰ 30 Day Max
30d held
15 🟢 BUY Aug 14, 2026 11:00am ET $536.92 23 $12,349.16 — — —
🔴 SELL Sep 10, 2026 10:05am ET $520.70 23 $11,976.10 $12,155.71 $-373.06
(-3.0%) 		🛑 -10% Stop
27d held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $12,155.71
Net Profit/Loss: +$2,155.71
Total Return: +21.56%
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