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

Momo Momentum's Analysis

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

+12.05%
Year to Date Return
$7,984.82
Current Value
50%
Win Rate
$7,126.23
Period Start
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PHASE 1: COMPLACENT DECLINE
😴 Complacent Bear (strategies struggle)
Signals generated 2026-09-25 00:13:25

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)
22.4 oversold
20d Trend
-22.6%
5d Trend
-9.4%
EMA20 Dist
-13.7%
ATR%
4.9%
Range Pos
1%
Bounce Ratio
0.3×
Green/Red 10d
2/8

Strategy Score Scored Sep 24, 2026

3
Lifetime
Confidence: 56%

Quality Components

Return-to-Risk
0.0/35
Total Return
0.0/25
Win Rate
1.1/15
Profit Factor
0.0/15
Consistency
3.6/10
Raw Quality 4.6/100
× Confidence 0.56 = 2.6

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 (56%) 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
16,600
Timeframe
5-Minute Bars
Period Range
2026-01-01 → 2026-09-24
Trading Days
189 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
$7,126.23
Current Value
$7,984.82
Period P&L
$858.58
Max Drawdown
-38.4%
Sharpe Ratio
0.23

Trade Statistics (Year to Date)

Trades in Period
4
Winners / Losers
2 / 2
Best Trade
+14.98%
Worst Trade
-16.00%
Avg Trade Return
+2.85%
Avg Hold Time
24.2d

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

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$55,339.64
Estimated Fees
$0.00
Gross P&L
$858.58
Net P&L (after fees)
$858.58
Gross Return
+12.05%
Net Return (after fees)
+12.05%

✅ 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

📈 UNH 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: 189 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 $7,126.23 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 15, 2025 9:35am ET $341.37 21 $7,168.69 — — —
🔴 SELL Jan 5, 2026 9:30am ET $338.58 21 $7,110.18 $7,316.50 $-58.51
(-0.8%) 		⏰ 30 Day Max
21d held
2 🟢 BUY Jan 7, 2026 9:30am ET $344.26 21 $7,229.46 — — —
🔴 SELL Jan 27, 2026 9:30am ET $289.19 21 $6,072.99 $6,160.03 $-1,156.47
(-16.0%) 		🛑 -10% Stop
20d held
3 🟢 BUY Apr 7, 2026 9:30am ET $307.79 20 $6,155.80 — — —
🔴 SELL Apr 21, 2026 9:30am ET $353.89 20 $7,077.80 $7,082.03 +$922.00
(+15.0%) 		🎯 +5% Target
14d held
4 🟢 BUY Jun 4, 2026 9:50am ET $400.64 17 $6,810.96 — — —
🔴 SELL Jul 16, 2026 9:30am ET $453.75 17 $7,713.75 $7,984.82 +$902.79
(+13.3%) 		🎯 +5% Target
42d held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $7,984.82
Net Profit/Loss: $-2,015.18
Total Return: -20.15%
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