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

Marcus Reversal's Analysis

Year to Date: 2026-01-01 to present • 27 trades in period

+16.22%
Year to Date Return
$10,429.08
Current Value
44%
Win Rate
$8,973.45
Period Start
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PHASE 5: BULL TREND
Signals generated 2026-09-25 00:39:12

Trend-following and momentum strategies active. Ride winners.

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)
73.4 overbought
20d Trend
+6.7%
5d Trend
+8.2%
EMA20 Dist
+6.2%
ATR%
2.1%
Range Pos
94%
Bounce Ratio
1.9×
Green/Red 10d
7/3

Strategy Score Scored Sep 24, 2026

14
Lifetime
Confidence: 98%

Quality Components

Return-to-Risk
1.0/35
Total Return
7.8/25
Win Rate
0.0/15
Profit Factor
0.4/15
Consistency
5.2/10
Raw Quality 14.3/100
× Confidence 0.98 = 14.0

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 (98%) 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
15,022
Timeframe
5-Minute Bars
Period Range
2026-01-01 → 2026-09-24
Trading Days
188 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
$8,973.45
Current Value
$10,429.08
Period P&L
$1,455.60
Max Drawdown
-28.4%
Sharpe Ratio
0.16

Trade Statistics (Year to Date)

Trades in Period
27
Winners / Losers
12 / 15
Best Trade
+5.70%
Worst Trade
-3.62%
Avg Trade Return
+0.67%
Avg Hold Time
8.3d

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

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$516,777.56
Estimated Fees
$0.00
Gross P&L
$1,455.60
Net P&L (after fees)
$1,455.60
Gross Return
+16.22%
Net Return (after fees)
+16.22%

✅ 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

📈 BMY 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: 188 trading days 🎯 Trade markers show BUY (▲) and SELL (▼) points

Trade History (Year to Date - 27 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Marcus Reversal had $8,973.45 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 Dec 16, 2025 9:55am ET $53.74 165 $8,867.10 — — —
🔴 SELL Jan 5, 2026 10:50am ET $52.10 165 $8,595.68 $8,642.90 $-271.43
(-3.1%) 		🛑 -10% Stop
20d held
2 🟢 BUY Jan 6, 2026 12:10pm ET $54.21 159 $8,618.60 — — —
🔴 SELL Jan 8, 2026 9:40am ET $56.95 159 $9,055.05 $9,079.36 +$436.46
(+5.1%) 		🎯 +5% Target
1.9d held
3 🟢 BUY Jan 9, 2026 10:55am ET $55.68 163 $9,075.84 — — —
🔴 SELL Jan 21, 2026 9:30am ET $53.72 163 $8,756.36 $8,759.88 $-319.48
(-3.5%) 		🛑 -10% Stop
11.9d held
4 🟢 BUY Jan 22, 2026 11:55am ET $54.91 159 $8,730.69 — — —
🔴 SELL Feb 4, 2026 11:35am ET $57.75 159 $9,182.25 $9,211.44 +$451.56
(+5.2%) 		🎯 +5% Target
13d held
5 🟢 BUY Feb 5, 2026 11:35am ET $58.10 158 $9,180.59 — — —
🔴 SELL Feb 6, 2026 9:30am ET $61.13 158 $9,659.33 $9,690.18 +$478.74
(+5.2%) 		🎯 +5% Target
21.9h held
6 🟢 BUY Feb 9, 2026 9:35am ET $61.15 158 $9,661.70 — — —
🔴 SELL Feb 9, 2026 3:55pm ET $60.58 158 $9,570.85 $9,599.33 $-90.85
(-0.9%) 		📅 Sim Ended
6.3h held
7 🟢 BUY Feb 17, 2026 10:40am ET $59.76 160 $9,560.80 — — —
🔴 SELL Mar 2, 2026 11:05am ET $62.85 160 $10,056.80 $10,095.33 +$496.00
(+5.2%) 		🎯 +5% Target
13d held
8 🟢 BUY Mar 3, 2026 3:50pm ET $61.51 164 $10,087.64 — — —
🔴 SELL Mar 6, 2026 9:30am ET $59.65 164 $9,783.42 $9,791.11 $-304.22
(-3.0%) 		🛑 -10% Stop
2.7d held
9 🟢 BUY Mar 9, 2026 10:45am ET $59.31 165 $9,786.15 — — —
🔴 SELL Mar 20, 2026 10:10am ET $57.42 165 $9,473.48 $9,478.43 $-312.68
(-3.2%) 		🛑 -10% Stop
11d held
10 🟢 BUY Mar 23, 2026 12:30pm ET $57.19 165 $9,436.35 — — —
🔴 SELL Mar 31, 2026 9:30am ET $60.31 165 $9,951.15 $9,993.23 +$514.80
(+5.5%) 		🎯 +5% Target
7.9d held
11 🟢 BUY Apr 1, 2026 2:30pm ET $61.80 161 $9,949.80 — — —
🔴 SELL Apr 2, 2026 11:10am ET $59.90 161 $9,644.13 $9,687.56 $-305.67
(-3.1%) 		🛑 -10% Stop
20.7h held
12 🟢 BUY Apr 6, 2026 11:15am ET $59.06 164 $9,686.66 — — —
🔴 SELL Apr 15, 2026 12:20pm ET $57.28 164 $9,394.03 $9,394.94 $-292.62
(-3.0%) 		🛑 -10% Stop
9d held
13 🟢 BUY Apr 17, 2026 2:20pm ET $60.08 156 $9,372.48 — — —
🔴 SELL Apr 21, 2026 9:35am ET $58.19 156 $9,076.86 $9,099.32 $-295.62
(-3.2%) 		🛑 -10% Stop
3.8d held
14 🟢 BUY Apr 22, 2026 9:50am ET $59.38 153 $9,085.90 — — —
🔴 SELL Apr 29, 2026 9:30am ET $57.50 153 $8,797.50 $8,810.92 $-288.40
(-3.2%) 		🛑 -10% Stop
7d held
15 🟢 BUY May 1, 2026 9:35am ET $58.06 151 $8,767.81 — — —
🔴 SELL May 7, 2026 9:50am ET $56.22 151 $8,489.22 $8,532.33 $-278.59
(-3.2%) 		🛑 -10% Stop
6d held
16 🟢 BUY May 8, 2026 9:50am ET $55.81 152 $8,482.38 — — —
🔴 SELL May 20, 2026 9:35am ET $58.71 152 $8,923.92 $8,973.87 +$441.54
(+5.2%) 		🎯 +5% Target
12d held
17 🟢 BUY May 21, 2026 9:35am ET $57.91 154 $8,918.14 — — —
🔴 SELL Jun 1, 2026 9:35am ET $55.99 154 $8,622.46 $8,678.19 $-295.68
(-3.3%) 		🛑 -10% Stop
11d held
18 🟢 BUY Jun 2, 2026 10:40am ET $54.42 159 $8,653.05 — — —
🔴 SELL Jun 5, 2026 9:30am ET $57.43 159 $9,131.37 $9,156.51 +$478.32
(+5.5%) 		🎯 +5% Target
3d held
19 🟢 BUY Jun 8, 2026 9:55am ET $56.91 160 $9,105.60 — — —
🔴 SELL Jun 17, 2026 3:20pm ET $55.17 160 $8,828.00 $8,878.91 $-277.60
(-3.0%) 		🛑 -10% Stop
9.2d held
20 🟢 BUY Jun 22, 2026 3:20pm ET $54.35 163 $8,859.07 — — —
🔴 SELL Jun 26, 2026 10:20am ET $57.17 163 $9,318.71 $9,338.55 +$459.64
(+5.2%) 		🎯 +5% Target
3.8d held
21 🟢 BUY Jun 29, 2026 12:00pm ET $57.64 162 $9,337.68 — — —
🔴 SELL Jul 17, 2026 9:30am ET $60.85 162 $9,856.89 $9,857.76 +$519.21
(+5.6%) 		🎯 +5% Target
17.9d held
22 🟢 BUY Jul 20, 2026 11:05am ET $60.78 162 $9,846.36 — — —
🔴 SELL Jul 28, 2026 9:40am ET $64.04 162 $10,374.48 $10,385.88 +$528.12
(+5.4%) 		🎯 +5% Target
7.9d held
23 🟢 BUY Jul 29, 2026 11:00am ET $63.27 164 $10,376.28 — — —
🔴 SELL Aug 3, 2026 9:30am ET $66.50 164 $10,906.00 $10,915.60 +$529.72
(+5.1%) 		🎯 +5% Target
4.9d held
24 🟢 BUY Aug 4, 2026 9:35am ET $63.95 170 $10,871.50 — — —
🔴 SELL Aug 19, 2026 9:35am ET $67.60 170 $11,491.15 $11,535.25 +$619.65
(+5.7%) 		🎯 +5% Target
15d held
25 🟢 BUY Aug 20, 2026 9:35am ET $66.86 172 $11,499.92 — — —
🔴 SELL Sep 8, 2026 9:30am ET $64.44 172 $11,083.68 $11,119.01 $-416.24
(-3.6%) 		🛑 -10% Stop
19d held
26 🟢 BUY Sep 9, 2026 10:55am ET $64.49 172 $11,091.42 — — —
🔴 SELL Sep 18, 2026 9:40am ET $62.49 172 $10,749.14 $10,776.73 $-342.28
(-3.1%) 		🛑 -10% Stop
8.9d held
27 🟢 BUY Sep 21, 2026 11:55am ET $63.07 170 $10,721.90 — — —
🔴 SELL Sep 24, 2026 9:45am ET $61.03 170 $10,374.25 $10,429.08 $-347.65
(-3.2%) 		🛑 -10% Stop
2.9d held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $10,429.08
Net Profit/Loss: +$429.08
Total Return: +4.29%
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