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

Momo Momentum's Analysis

2024-01-02 00:00:00+00 to 2026-09-24 19:55:00+00 • 20 trades executed

+2.60%
2 Years Return
$11,907.46
Current Value
62%
Win Rate
$11,605.74
Period Start
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PHASE 1: COMPLACENT DECLINE
😴 Complacent Bear (strategies struggle)
Signals generated 2026-09-25 00:37:43

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)
24.1 oversold
20d Trend
-14.4%
5d Trend
-4.7%
EMA20 Dist
-6.4%
ATR%
3.0%
Range Pos
29%
Bounce Ratio
0.0×
Green/Red 10d
1/9

Strategy Score Scored Sep 24, 2026

22
Lifetime
Confidence: 63%

Quality Components

Return-to-Risk
6.9/35
Total Return
10.8/25
Win Rate
9.4/15
Profit Factor
2.2/15
Consistency
5.6/10
Raw Quality 34.9/100
× Confidence 0.63 = 22.0

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 (63%) 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

Hybrid data: Historical backfill + Yahoo/Alpaca (live) - verifiable market data
Data Source
Yahoo + Alpaca
Candles Used
42,911
Timeframe
5-Minute Bars
Date Range
2024-09-25 → 2026-09-24
Trading Days
515 days
Data Gaps
None (21 market holidays)

Market Closed (21 days)

2024-11-28 — Thanksgiving, 2024-12-25 — Christmas Day, 2025-01-01 — New Year's Day, 2025-01-09 — National Day of Mourning (Carter), 2025-01-20 — MLK Jr. Day, 2025-02-17 — Presidents' Day, 2025-04-18 — Good Friday, 2025-05-26 — Memorial Day, 2025-06-19 — Juneteenth, 2025-07-04 — Independence Day, 2025-09-01 — Labor Day, 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) ... and 1 more
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

Starting Capital
$11,605.74
Current Value
$11,907.46
Total P&L
$301.70
Max Drawdown
-9.7%
Sharpe Ratio
0.06

Trade Statistics

Total Trades
13
Winners / Losers
8 / 5
Best Trade
+10.35%
Worst Trade
-8.82%
Avg Trade Return
+0.31%
Avg Hold Time
17.1d

💰 Trading Cost Analysis (Alpaca Fees)

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$300,685.93
Estimated Fees
$0.00
Gross P&L
$301.70
Net P&L (after fees)
$301.70
Gross Return
+2.60%
Net Return (after fees)
+2.60%

✅ 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

📈 ISRG 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: 515 trading days 🎯 Trade markers show BUY (▲) and SELL (▼) points

Complete Trade History

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Momo Momentum had $11,605.74 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 21, 2024 9:35am ET $520.64 22 $11,454.08 — — —
🔴 SELL Nov 11, 2024 9:30am ET $540.42 22 $11,889.24 $12,040.92 +$435.16
(+3.8%) 		⏰ 30 Day Max
21d held
2 🟢 BUY Nov 12, 2024 9:40am ET $537.32 22 $11,821.04 — — —
🔴 SELL Dec 2, 2024 9:40am ET $542.65 22 $11,938.30 $12,158.18 +$117.26
(+1.0%) 		⏰ 30 Day Max
20d held
3 🟢 BUY Dec 3, 2024 9:40am ET $534.11 22 $11,750.42 — — —
🔴 SELL Dec 23, 2024 9:40am ET $522.97 22 $11,505.23 $11,912.99 $-245.19
(-2.1%) 		⏰ 30 Day Max
20d held
4 🟢 BUY Jan 16, 2025 9:30am ET $578.69 20 $11,573.70 — — —
🔴 SELL Feb 5, 2025 9:30am ET $589.11 20 $11,782.10 $12,121.39 +$208.40
(+1.8%) 		⏰ 30 Day Max
20d held
5 🟢 BUY Feb 6, 2025 9:30am ET $590.98 20 $11,819.50 — — —
🔴 SELL Feb 26, 2025 9:30am ET $574.86 20 $11,497.26 $11,799.15 $-322.24
(-2.7%) 		⏰ 30 Day Max
20d held
6 🟢 BUY Apr 10, 2025 9:30am ET $497.48 23 $11,441.93 — — —
🔴 SELL Apr 30, 2025 9:30am ET $506.82 23 $11,656.86 $12,014.08 +$214.93
(+1.9%) 		⏰ 30 Day Max
20d held
7 🟢 BUY May 5, 2025 9:30am ET $523.81 22 $11,523.82 — — —
🔴 SELL May 27, 2025 9:30am ET $549.98 22 $12,099.56 $12,589.82 +$575.74
(+5.0%) 		⏰ 30 Day Max
22d held
8 🟢 BUY May 28, 2025 9:40am ET $553.17 22 $12,169.63 — — —
🔴 SELL Jun 9, 2025 9:30am ET $504.40 22 $11,096.80 $11,516.99 $-1,072.83
(-8.8%) 		🛑 -10% Stop
12d held
9 🟢 BUY Oct 23, 2025 9:40am ET $535.98 21 $11,255.58 — — —
🔴 SELL Nov 12, 2025 9:30am ET $571.50 21 $12,001.40 $12,262.81 +$745.82
(+6.6%) 		⏰ 30 Day Max
20d held
10 🟢 BUY Nov 13, 2025 9:30am ET $566.48 21 $11,896.08 — — —
🔴 SELL Dec 3, 2025 9:30am ET $568.93 21 $11,947.53 $12,314.26 +$51.45
(+0.4%) 		⏰ 30 Day Max
20d held
11 🟢 BUY Jan 8, 2026 9:35am ET $587.10 20 $11,741.90 — — —
🔴 SELL Jan 14, 2026 9:55am ET $539.64 20 $10,792.80 $11,365.16 $-949.10
(-8.1%) 		🛑 -10% Stop
6d held
12 🟢 BUY Apr 22, 2026 9:45am ET $480.88 23 $11,060.24 — — —
🔴 SELL Apr 29, 2026 9:45am ET $456.38 23 $10,496.74 $10,801.66 $-563.50
(-5.1%) 		🛑 -10% Stop
7d held
13 🟢 BUY Jul 27, 2026 10:40am ET $356.14 30 $10,684.20 — — —
🔴 SELL Aug 10, 2026 3:55pm ET $393.00 30 $11,790.00 $11,907.46 +$1,105.80
(+10.3%) 		🎯 +5% Target
14.2d held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $11,907.46
Net Profit/Loss: +$1,907.46
Total Return: +19.07%
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