Compendium › Momo Momentum › JPM
Simulated with $10,000 starting capital
Period: 1M 3M 6M YTD 1Y 2Y
JPM
Alpaca Tradeable

Momo Momentum's Analysis

Last Year: 2025-09-25 to present • 5 trades in period

-17.23%
Last Year Return
$8,759.98
Current Value
40%
Win Rate
$10,583.95
Period Start
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PHASE 0: RANGING
Signals generated 2026-09-25 00:22:56

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)
49.6 neutral
20d Trend
-0.6%
5d Trend
+1.6%
EMA20 Dist
+0.2%
ATR%
1.7%
Range Pos
42%
Bounce Ratio
0.9×
Green/Red 10d
7/3

Strategy Score Scored Apr 20, 2026

7
Lifetime
Confidence: 50%

Quality Components

Return-to-Risk
0.0/35
Total Return
0.0/25
Win Rate
8.2/15
Profit Factor
0.0/15
Consistency
5.6/10
Raw Quality 13.8/100
× Confidence 0.50 = 6.9

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 (50%) 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
24,273
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
$10,583.95
Current Value
$8,759.98
Period P&L
$-1,823.99
Max Drawdown
-20.4%
Sharpe Ratio
-0.55

Trade Statistics (Last Year)

Trades in Period
5
Winners / Losers
2 / 3
Best Trade
+3.58%
Worst Trade
-8.10%
Avg Trade Return
-2.94%
Avg Hold Time
16.4d

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

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$95,587.69
Estimated Fees
$0.00
Gross P&L
$-1,823.99
Net P&L (after fees)
$-1,823.99
Gross Return
-17.23%
Net Return (after fees)
-17.23%

✅ 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

📈 JPM 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 - 5 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Momo Momentum had $10,583.95 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 5, 2025 9:30am ET $302.58 33 $9,985.03 — — —
🔴 SELL Sep 25, 2025 9:30am ET $313.40 33 $10,342.20 $10,583.30 +$357.17
(+3.6%) 		⏰ 30 Day Max
20d held
2 🟢 BUY Sep 30, 2025 9:30am ET $316.20 33 $10,434.60 — — —
🔴 SELL Oct 20, 2025 9:30am ET $298.53 33 $9,851.64 $10,000.35 $-582.96
(-5.6%) 		⏰ 30 Day Max
20d held
3 🟢 BUY Nov 13, 2025 9:35am ET $318.99 31 $9,888.54 — — —
🔴 SELL Nov 21, 2025 10:35am ET $293.24 31 $9,090.29 $9,202.10 $-798.25
(-8.1%) 		🛑 -10% Stop
8d held
4 🟢 BUY Dec 16, 2025 9:30am ET $318.55 28 $8,919.40 — — —
🔴 SELL Jan 5, 2026 9:30am ET $329.67 28 $9,230.62 $9,513.32 +$311.22
(+3.5%) 		⏰ 30 Day Max
20d held
5 🟢 BUY Jan 6, 2026 9:35am ET $332.12 28 $9,299.36 — — —
🔴 SELL Jan 20, 2026 1:45pm ET $305.22 28 $8,546.02 $8,759.98 $-753.34
(-8.1%) 		🛑 -10% Stop
14.2d held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $8,759.98
Net Profit/Loss: $-1,240.02
Total Return: -12.40%
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