Compendium › Penelope Swing › HOOD
Simulated with $10,000 starting capital
Period: 1M 3M 6M YTD 1Y 2Y
HOOD
Alpaca Tradeable

Penelope Swing's Analysis

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

+11.59%
Year to Date Return
$13,320.88
Current Value
100%
Win Rate
$11,937.45
Period Start
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PHASE 1: COMPLACENT DECLINE
😴 Complacent Bear (strategies struggle)
Signals generated 2026-09-24 20:51:45

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)
13.3 oversold
20d Trend
-41.6%
5d Trend
-28.6%
EMA20 Dist
-26.6%
ATR%
7.5%
Range Pos
2%
Bounce Ratio
0.1×
Green/Red 10d
1/9

Strategy Score Scored Sep 24, 2026

31
Lifetime
Confidence: 58%

Quality Components

Return-to-Risk
13.5/35
Total Return
12.7/25
Win Rate
11.1/15
Profit Factor
10.2/15
Consistency
6.7/10
Raw Quality 54.2/100
× Confidence 0.58 = 31.5

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
16,892
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
$11,937.45
Current Value
$13,320.88
Period P&L
$1,383.43
Max Drawdown
-8.6%
Sharpe Ratio
0.88

Trade Statistics (Year to Date)

Trades in Period
4
Winners / Losers
4 / 0
Best Trade
+8.37%
Worst Trade
+0.56%
Avg Trade Return
+2.84%
Avg Hold Time
1d

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

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$97,658.93
Estimated Fees
$0.00
Gross P&L
$1,383.43
Net P&L (after fees)
$1,383.43
Gross Return
+11.59%
Net Return (after fees)
+11.59%

✅ 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

📈 HOOD 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). Penelope Swing had $11,937.45 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 Feb 2, 2026 9:40am ET $91.18 130 $11,853.39 — — —
🔴 SELL Feb 2, 2026 11:10am ET $91.97 130 $11,956.10 $12,040.16 +$102.71
(+0.9%) 		RESISTANCE
1.5h held
2 🟢 BUY Apr 29, 2026 9:30am ET $72.15 166 $11,976.52 — — —
🔴 SELL Apr 29, 2026 9:35am ET $72.56 166 $12,044.13 $12,107.77 +$67.61
(+0.6%) 		🎯 +5% Target
5m held
3 🟢 BUY Jun 1, 2026 9:35am ET $86.07 140 $12,050.50 — — —
🔴 SELL Jun 1, 2026 9:40am ET $87.41 140 $12,237.40 $12,294.67 +$186.90
(+1.6%) 		🎯 +5% Target
5m held
4 🟢 BUY Jul 17, 2026 9:35am ET $97.28 126 $12,257.34 — — —
🔴 SELL Jul 21, 2026 9:30am ET $105.43 126 $13,283.55 $13,320.88 +$1,026.21
(+8.4%) 		🎯 +5% Target
4d held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $13,320.88
Net Profit/Loss: +$3,320.88
Total Return: +33.21%
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