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

Momo Momentum's Analysis

Year to Date: 2026-01-01 to present • 4 trades in period

+2.46%
Year to Date Return
$11,593.76
Current Value
50%
Win Rate
$11,315.45
Period Start
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PHASE 1: COMPLACENT DECLINE
😴 Complacent Bear (strategies struggle)
Signals generated 2026-09-25 01:36:53

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 (Year to Date)

Hybrid data: Historical backfill + Yahoo/Alpaca (live) - verifiable market data
Data Source
Yahoo + Alpaca
Candles in Period
14,845
Timeframe
5-Minute Bars
Period Range
2026-01-01 → 2026-09-24
Trading Days
187 days
Data Gaps
None (8 market holidays)

Market Closed (8 days)

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 (Year to Date)

Period Start Capital
$11,315.45
Current Value
$11,593.76
Period P&L
$278.32
Max Drawdown
-13.1%
Sharpe Ratio
0.05

Trade Statistics (Year to Date)

Trades in Period
4
Winners / Losers
2 / 2
Best Trade
+10.00%
Worst Trade
-8.26%
Avg Trade Return
+0.34%
Avg Hold Time
19.3d

💰 Trading Cost Analysis (Alpaca Fees) (Year to Date)

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$93,976.13
Estimated Fees
$0.00
Gross P&L
$278.32
Net P&L (after fees)
$278.32
Gross Return
+2.46%
Net Return (after fees)
+2.46%

✅ 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: 187 trading days 🎯 Trade markers show BUY (▲) and SELL (▼) points

Trade History (Year to Date - 4 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Momo Momentum had $11,315.45 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 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
2 🟢 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
3 🟢 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
4 🟢 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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