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

Momo Momentum's Analysis

2024-01-02 00:00:00+00 to 2026-09-24 19:55:00+00 • 26 trades executed

+27.21%
2 Years Return
$11,593.76
Current Value
55%
Win Rate
$9,114.00
Period Start
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PHASE 1: COMPLACENT DECLINE
😴 Complacent Bear (strategies struggle)
Signals generated 2026-09-25 01:36:38

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)
39 neutral
20d Trend
-6.5%
5d Trend
-4.3%
EMA20 Dist
-3.4%
ATR%
2.4%
Range Pos
56%
Bounce Ratio
0.6×
Green/Red 10d
5/5

Strategy Score Scored Sep 24, 2026

16
Lifetime
Confidence: 58%

Quality Components

Return-to-Risk
4.3/35
Total Return
10.2/25
Win Rate
6.6/15
Profit Factor
1.1/15
Consistency
5.7/10
Raw Quality 27.9/100
× Confidence 0.58 = 16.1

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 (58%) 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
44,867
Timeframe
5-Minute Bars
Date Range
2024-09-25 → 2026-09-24
Trading Days
521 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
$9,114.00
Current Value
$11,593.76
Total P&L
$2,479.76
Max Drawdown
-13.1%
Sharpe Ratio
0.22

Trade Statistics

Total Trades
20
Winners / Losers
11 / 9
Best Trade
+12.82%
Worst Trade
-8.26%
Avg Trade Return
+1.42%
Avg Hold Time
19.1d

💰 Trading Cost Analysis (Alpaca Fees)

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$441,870.88
Estimated Fees
$0.00
Gross P&L
$2,479.76
Net P&L (after fees)
$2,479.76
Gross Return
+27.21%
Net Return (after fees)
+27.21%

✅ 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

📈 MS 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: 521 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 $9,114.00 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 1, 2024 9:30am ET $103.92 87 $9,041.04 — — —
🔴 SELL Oct 16, 2024 9:30am ET $117.24 87 $10,199.88 $10,272.84 +$1,158.84
(+12.8%) 		🎯 +5% Target
15d held
2 🟢 BUY Oct 17, 2024 9:30am ET $119.18 86 $10,249.48 — — —
🔴 SELL Nov 6, 2024 9:30am ET $127.95 86 $11,003.70 $11,027.06 +$754.22
(+7.4%) 		⏰ 30 Day Max
20d held
3 🟢 BUY Nov 7, 2024 9:30am ET $129.98 84 $10,918.32 — — —
🔴 SELL Nov 27, 2024 9:30am ET $132.26 84 $11,109.84 $11,218.58 +$191.52
(+1.8%) 		⏰ 30 Day Max
20d held
4 🟢 BUY Nov 29, 2024 9:35am ET $132.11 84 $11,097.24 — — —
🔴 SELL Dec 18, 2024 3:35pm ET $121.23 84 $10,183.32 $10,304.66 $-913.92
(-8.2%) 		🛑 -10% Stop
19.3d held
5 🟢 BUY Jan 17, 2025 9:30am ET $135.04 76 $10,263.04 — — —
🔴 SELL Feb 6, 2025 9:30am ET $140.22 76 $10,656.72 $10,698.34 +$393.68
(+3.8%) 		⏰ 30 Day Max
20d held
6 🟢 BUY Feb 7, 2025 9:30am ET $140.88 75 $10,565.63 — — —
🔴 SELL Feb 24, 2025 10:05am ET $129.60 75 $9,720.00 $9,852.71 $-845.63
(-8.0%) 		🛑 -10% Stop
17d held
7 🟢 BUY May 2, 2025 9:35am ET $119.59 82 $9,806.38 — — —
🔴 SELL May 15, 2025 11:40am ET $131.61 82 $10,792.02 $10,838.35 +$985.64
(+10.1%) 		🎯 +5% Target
13.1d held
8 🟢 BUY May 16, 2025 11:45am ET $132.33 81 $10,718.73 — — —
🔴 SELL Jun 5, 2025 11:45am ET $129.80 81 $10,513.80 $10,633.42 $-204.93
(-1.9%) 		⏰ 30 Day Max
20d held
9 🟢 BUY Jun 6, 2025 11:50am ET $131.39 80 $10,511.20 — — —
🔴 SELL Jun 26, 2025 11:50am ET $139.25 80 $11,140.00 $11,262.22 +$628.80
(+6.0%) 		⏰ 30 Day Max
20d held
10 🟢 BUY Jun 27, 2025 11:50am ET $141.34 79 $11,165.47 — — —
🔴 SELL Jul 17, 2025 11:50am ET $140.83 79 $11,125.57 $11,222.33 $-39.89
(-0.4%) 		⏰ 30 Day Max
20d held
11 🟢 BUY Jul 18, 2025 11:50am ET $141.11 79 $11,147.69 — — —
🔴 SELL Aug 7, 2025 11:50am ET $141.70 79 $11,194.30 $11,268.94 +$46.61
(+0.4%) 		⏰ 30 Day Max
20d held
12 🟢 BUY Aug 13, 2025 9:50am ET $148.54 75 $11,140.50 — — —
🔴 SELL Sep 2, 2025 9:50am ET $147.68 75 $11,075.69 $11,204.12 $-64.81
(-0.6%) 		⏰ 30 Day Max
20d held
13 🟢 BUY Sep 3, 2025 9:50am ET $149.07 75 $11,180.25 — — —
🔴 SELL Sep 23, 2025 9:50am ET $163.49 75 $12,261.38 $12,285.25 +$1,081.13
(+9.7%) 		⏰ 30 Day Max
20d held
14 🟢 BUY Sep 24, 2025 9:50am ET $160.34 76 $12,185.84 — — —
🔴 SELL Oct 14, 2025 9:50am ET $152.71 76 $11,605.96 $11,705.37 $-579.88
(-4.8%) 		⏰ 30 Day Max
20d held
15 🟢 BUY Oct 29, 2025 9:45am ET $165.09 70 $11,555.95 — — —
🔴 SELL Nov 18, 2025 9:30am ET $158.47 70 $11,092.55 $11,241.97 $-463.40
(-4.0%) 		⏰ 30 Day Max
20d held
16 🟢 BUY Dec 4, 2025 9:35am ET $174.58 64 $11,173.12 — — —
🔴 SELL Dec 24, 2025 9:35am ET $179.69 64 $11,500.16 $11,569.01 +$327.04
(+2.9%) 		⏰ 30 Day Max
20d held
17 🟢 BUY Dec 26, 2025 12:30pm ET $181.62 63 $11,441.75 — — —
🔴 SELL Jan 15, 2026 12:30pm ET $191.45 63 $12,061.35 $12,188.61 +$619.60
(+5.4%) 		⏰ 30 Day Max
20d held
18 🟢 BUY Jan 16, 2026 12:45pm ET $192.12 63 $12,103.25 — — —
🔴 SELL Feb 5, 2026 10:00am ET $176.25 63 $11,103.75 $11,189.12 $-999.50
(-8.3%) 		🛑 -10% Stop
19.9d held
19 🟢 BUY Apr 8, 2026 9:30am ET $176.96 63 $11,148.48 — — —
🔴 SELL May 13, 2026 3:35pm ET $194.66 63 $12,263.58 $12,304.22 +$1,115.10
(+10.0%) 		🎯 +5% Target
35.3d held
20 🟢 BUY Jul 14, 2026 10:15am ET $231.74 53 $12,282.22 — — —
🔴 SELL Jul 16, 2026 9:55am ET $218.34 53 $11,571.76 $11,593.76 $-710.46
(-5.8%) 		🛑 -10% Stop
2d held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $11,593.76
Net Profit/Loss: +$1,593.76
Total Return: +15.94%
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