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

Momo Momentum's Analysis

Last Year: 2025-09-25 to present • 4 trades in period

-1.25%
Last Year Return
$10,765.52
Current Value
50%
Win Rate
$10,901.52
Period Start
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PHASE 1: COMPLACENT DECLINE
😴 Complacent Bear (strategies struggle)
Signals generated 2026-09-25 03:58:36

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)
22.7 oversold
20d Trend
-16.1%
5d Trend
-8.1%
EMA20 Dist
-9.8%
ATR%
3.8%
Range Pos
2%
Bounce Ratio
0.3×
Green/Red 10d
2/8

Strategy Score Scored Sep 24, 2026

14
Lifetime
Confidence: 59%

Quality Components

Return-to-Risk
2.4/35
Total Return
7.8/25
Win Rate
7.1/15
Profit Factor
0.8/15
Consistency
5.3/10
Raw Quality 23.4/100
× Confidence 0.59 = 13.9

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 (59%) 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
28,861
Timeframe
5-Minute Bars
Period Range
2025-09-25 → 2026-09-24
Trading Days
265 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
$10,901.52
Current Value
$10,765.52
Period P&L
$-136.00
Max Drawdown
-11.1%
Sharpe Ratio
-0.02

Trade Statistics (Last Year)

Trades in Period
4
Winners / Losers
2 / 2
Best Trade
+10.97%
Worst Trade
-7.27%
Avg Trade Return
-0.17%
Avg Hold Time
11.3d

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

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$80,847.65
Estimated Fees
$0.00
Gross P&L
$-136.00
Net P&L (after fees)
$-136.00
Gross Return
-1.25%
Net Return (after fees)
-1.25%

✅ 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

📈 MSFT 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: 265 trading days 🎯 Trade markers show BUY (▲) and SELL (▼) points

Trade History (Last Year - 4 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Momo Momentum had $10,901.52 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 Oct 7, 2025 9:30am ET $527.37 20 $10,547.40 — — —
🔴 SELL Oct 27, 2025 9:30am ET $530.73 20 $10,614.60 $10,968.72 +$67.20
(+0.6%) 		⏰ 30 Day Max
20d held
2 🟢 BUY Oct 30, 2025 9:35am ET $529.49 20 $10,589.80 — — —
🔴 SELL Nov 19, 2025 9:30am ET $491.01 20 $9,820.20 $10,199.12 $-769.60
(-7.3%) 		⏰ 30 Day Max
20d held
3 🟢 BUY Jun 1, 2026 9:55am ET $463.97 21 $9,743.37 — — —
🔴 SELL Jun 2, 2026 3:00pm ET $440.74 21 $9,255.64 $9,711.39 $-487.73
(-5.0%) 		🛑 -10% Stop
1.2d held
4 🟢 BUY Jul 30, 2026 9:30am ET $436.88 22 $9,611.25 — — —
🔴 SELL Aug 3, 2026 9:35am ET $484.79 22 $10,665.38 $10,765.52 +$1,054.13
(+11.0%) 		🎯 +5% Target
4d held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $10,765.52
Net Profit/Loss: +$765.52
Total Return: +7.66%
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