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

Momo Momentum's Analysis

Last 3 Months: 2026-06-25 to present • 1 trades in period

+10.29%
Last 3 Months Return
$17,342.48
Current Value
100%
Win Rate
$15,724.89
Period Start
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PHASE 1: COMPLACENT DECLINE
😴 Complacent Bear (strategies struggle)
Signals generated 2026-09-25 00:43:16

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)
41.6 neutral
20d Trend
-5.4%
5d Trend
-6.3%
EMA20 Dist
-3.9%
ATR%
3.9%
Range Pos
40%
Bounce Ratio
1.2×
Green/Red 10d
2/8

Strategy Score Scored Sep 24, 2026

31
Lifetime
Confidence: 54%

Quality Components

Return-to-Risk
21.4/35
Total Return
15.5/25
Win Rate
10.0/15
Profit Factor
4.9/15
Consistency
6.5/10
Raw Quality 58.4/100
× Confidence 0.54 = 31.3

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 (54%) 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 3 Months)

Hybrid data: Historical backfill + Yahoo/Alpaca (live) - verifiable market data
Data Source
Yahoo + Alpaca
Candles in Period
4,992
Timeframe
5-Minute Bars
Period Range
2026-06-25 → 2026-09-24
Trading Days
64 days
Data Gaps
None (2 market holidays)

Market Closed (2 days)

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 3 Months)

Period Start Capital
$15,724.89
Current Value
$17,342.48
Period P&L
$1,617.60
Max Drawdown
-12.0%
Sharpe Ratio
—

Trade Statistics (Last 3 Months)

Trades in Period
1
Winners / Losers
1 / 0
Best Trade
+10.52%
Worst Trade
+10.52%
Avg Trade Return
+10.52%
Avg Hold Time
8d

💰 Trading Cost Analysis (Alpaca Fees) (Last 3 Months)

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$33,031.20
Estimated Fees
$0.00
Gross P&L
$1,617.60
Net P&L (after fees)
$1,617.60
Gross Return
+10.29%
Net Return (after fees)
+10.29%

✅ 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

📈 IBM 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: 64 trading days 🎯 Trade markers show BUY (▲) and SELL (▼) points

Trade History (Last 3 Months - 1 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Momo Momentum had $15,724.89 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 Jun 23, 2026 9:30am ET $261.50 60 $15,690.00 — — —
🔴 SELL Jul 1, 2026 10:05am ET $289.02 60 $17,341.20 $17,342.48 +$1,651.20
(+10.5%) 		🎯 +5% Target
8d held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $17,342.48
Net Profit/Loss: +$7,342.48
Total Return: +73.42%
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