IWM Surge's Analysis
Last Year: 2025-09-24 to present • 36 trades in period
+30.66%
Last Year Return
$14,474.50
Current Value
67%
Win Rate
$11,078.29
Period Start
PHASE 0: RANGING
No strong directional signal. Monitor for regime shift.
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)
41.2 neutral
20d Trend
-2.2%
5d Trend
-1.3%
EMA20 Dist
-1.9%
ATR%
1.8%
Range Pos
63%
Bounce Ratio
0.9×
Green/Red 10d
5/5
Strategy Score Scored Aug 26, 2026
26
Lifetime
Confidence: 72%
Quality Components
Return-to-Risk
9.3/35
Total Return
13.8/25
Win Rate
4.8/15
Profit Factor
3.6/15
Consistency
4.8/10
Raw Quality
36.3/100
× Confidence 0.72
= 26.1
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 (72%) 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 (Last Year)
Hybrid data: Historical backfill + Yahoo/Alpaca (live) - verifiable market data
Data Source
Yahoo + Alpaca
Candles in Period
29,764
Timeframe
5-Minute Bars
Period Range
2025-09-24 → 2026-09-24
Trading Days
266 days
Data Gaps
None (10 market holidays)
Market Closed (10 days)
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), 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 (Last Year)
Period Start Capital
$11,078.29
Current Value
$14,474.50
Period P&L
$3,396.21
Max Drawdown
-16.9%
Sharpe Ratio
0.40
Trade Statistics (Last Year)
Trades in Period
36
Winners / Losers
24 /
12
Best Trade
+10.22%
Worst Trade
-1.75%
Avg Trade Return
+0.77%
Avg Hold Time
2.8d
💰 Trading Cost Analysis (Alpaca Fees) (Last Year)
Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$861,047.27
Estimated Fees
$0.00
Gross P&L
$3,396.21
Net P&L (after fees)
$3,396.21
Gross Return
+30.66%
Net Return (after fees)
+30.66%
✅ 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
📈 IWM 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: 266 trading days
🎯 Trade markers show BUY (▲) and SELL (▼) points
Trade History (Last Year - 36 trades)
How to Read This Table
Each row is one complete trade cycle (BUY → HOLD → SELL). Surge had $11,078.29 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, 2025 3:30pm ET | $242.85 | 45 | $10,928.25 | — | — | — |
| 🔴 SELL | Oct 3, 2025 10:00am ET | $246.46 | 45 | $11,090.70 | $11,240.74 |
+$162.45 (+1.5%) |
END_OF_DAY
0m held |
|
| 2 | 🟢 BUY | Oct 8, 2025 11:40am ET | $246.07 | 45 | $11,072.93 | — | — | — |
| 🔴 SELL | Oct 9, 2025 12:10pm ET | $245.74 | 45 | $11,058.30 | $11,226.12 |
$-14.62 (-0.1%) |
END_OF_DAY
0m held |
|
| 3 | 🟢 BUY | Oct 13, 2025 12:55pm ET | $243.97 | 46 | $11,222.62 | — | — | — |
| 🔴 SELL | Oct 14, 2025 1:25pm ET | $247.82 | 46 | $11,399.49 | $11,402.99 |
+$176.87 (+1.6%) |
END_OF_DAY
0m held |
|
| 4 | 🟢 BUY | Oct 14, 2025 1:30pm ET | $247.63 | 46 | $11,390.98 | — | — | — |
| 🔴 SELL | Oct 15, 2025 2:00pm ET | $249.17 | 46 | $11,461.82 | $11,473.83 |
+$70.84 (+0.6%) |
END_OF_DAY
0m held |
|
| 5 | 🟢 BUY | Oct 21, 2025 11:05am ET | $248.27 | 46 | $11,420.42 | — | — | — |
| 🔴 SELL | Oct 22, 2025 10:00am ET | $245.65 | 46 | $11,299.90 | $11,353.31 |
$-120.52 (-1.1%) |
🛑 -10% Stop
0m held |
|
| 6 | 🟢 BUY | Oct 23, 2025 1:35pm ET | $246.55 | 46 | $11,341.07 | — | — | — |
| 🔴 SELL | Oct 24, 2025 2:05pm ET | $250.18 | 46 | $11,508.28 | $11,520.52 |
+$167.21 (+1.5%) |
END_OF_DAY
0m held |
|
| 7 | 🟢 BUY | Oct 28, 2025 12:30pm ET | $250.52 | 45 | $11,273.40 | — | — | — |
| 🔴 SELL | Oct 29, 2025 1:00pm ET | $250.45 | 45 | $11,270.25 | $11,517.37 |
$-3.15 (-0.0%) |
END_OF_DAY
0m held |
|
| 8 | 🟢 BUY | Oct 29, 2025 1:05pm ET | $250.33 | 46 | $11,515.18 | — | — | — |
| 🔴 SELL | Oct 29, 2025 2:35pm ET | $245.95 | 46 | $11,313.70 | $11,315.89 |
$-201.48 (-1.8%) |
🛑 -10% Stop
0m held |
|
| 9 | 🟢 BUY | Nov 5, 2025 11:45am ET | $244.69 | 46 | $11,255.51 | — | — | — |
| 🔴 SELL | Nov 6, 2025 10:35am ET | $241.75 | 46 | $11,120.50 | $11,180.88 |
$-135.01 (-1.2%) |
🛑 -10% Stop
0m held |
|
| 10 | 🟢 BUY | Nov 7, 2025 2:30pm ET | $240.13 | 46 | $11,045.98 | — | — | — |
| 🔴 SELL | Nov 10, 2025 3:00pm ET | $245.08 | 46 | $11,273.68 | $11,408.58 |
+$227.70 (+2.1%) |
END_OF_DAY
0m held |
|
| 11 | 🟢 BUY | Nov 14, 2025 10:50am ET | $237.10 | 48 | $11,380.80 | — | — | — |
| 🔴 SELL | Nov 17, 2025 11:20am ET | $235.73 | 48 | $11,315.04 | $11,342.82 |
$-65.76 (-0.6%) |
END_OF_DAY
0m held |
|
| 12 | 🟢 BUY | Nov 18, 2025 12:40pm ET | $233.78 | 48 | $11,221.67 | — | — | — |
| 🔴 SELL | Nov 19, 2025 1:10pm ET | $233.91 | 48 | $11,227.68 | $11,348.83 |
+$6.01 (+0.1%) |
END_OF_DAY
0m held |
|
| 13 | 🟢 BUY | Nov 21, 2025 11:20am ET | $232.60 | 48 | $11,164.80 | — | — | — |
| 🔴 SELL | Nov 24, 2025 10:30am ET | $238.45 | 48 | $11,445.60 | $11,629.63 |
+$280.80 (+2.5%) |
🎯 +5% Target
0m held |
|
| 14 | 🟢 BUY | Nov 24, 2025 11:00am ET | $239.03 | 48 | $11,473.44 | — | — | — |
| 🔴 SELL | Nov 25, 2025 11:30am ET | $243.62 | 48 | $11,693.76 | $11,849.95 |
+$220.32 (+1.9%) |
END_OF_DAY
0m held |
|
| 15 | 🟢 BUY | Nov 25, 2025 11:35am ET | $243.67 | 48 | $11,696.16 | — | — | — |
| 🔴 SELL | Nov 26, 2025 12:05pm ET | $247.04 | 48 | $11,857.92 | $12,011.71 |
+$161.76 (+1.4%) |
END_OF_DAY
0m held |
|
| 16 | 🟢 BUY | Nov 26, 2025 1:00pm ET | $247.35 | 48 | $11,872.80 | — | — | — |
| 🔴 SELL | Dec 1, 2025 10:25am ET | $246.09 | 48 | $11,812.32 | $11,951.23 |
$-60.48 (-0.5%) |
END_OF_DAY
0m held |
|
| 17 | 🟢 BUY | Dec 3, 2025 11:15am ET | $248.00 | 48 | $11,904.00 | — | — | — |
| 🔴 SELL | Dec 4, 2025 11:45am ET | $251.46 | 48 | $12,070.08 | $12,117.31 |
+$166.08 (+1.4%) |
END_OF_DAY
0m held |
|
| 18 | 🟢 BUY | Dec 4, 2025 11:50am ET | $251.61 | 48 | $12,077.28 | — | — | — |
| 🔴 SELL | Dec 5, 2025 12:20pm ET | $250.60 | 48 | $12,028.80 | $12,068.83 |
$-48.48 (-0.4%) |
END_OF_DAY
0m held |
|
| 19 | 🟢 BUY | Dec 9, 2025 11:15am ET | $252.85 | 47 | $11,883.95 | — | — | — |
| 🔴 SELL | Dec 10, 2025 11:45am ET | $252.24 | 47 | $11,855.28 | $12,040.16 |
$-28.67 (-0.2%) |
END_OF_DAY
0m held |
|
| 20 | 🟢 BUY | Dec 10, 2025 2:05pm ET | $253.57 | 47 | $11,917.79 | — | — | — |
| 🔴 SELL | Dec 11, 2025 2:35pm ET | $257.90 | 47 | $12,121.48 | $12,243.85 |
+$203.69 (+1.7%) |
END_OF_DAY
0m held |
|
| 21 | 🟢 BUY | Dec 11, 2025 2:40pm ET | $257.89 | 47 | $12,120.60 | — | — | — |
| 🔴 SELL | Dec 12, 2025 11:00am ET | $254.77 | 47 | $11,974.19 | $12,097.45 |
$-146.40 (-1.2%) |
🛑 -10% Stop
0m held |
|
| 22 | 🟢 BUY | Dec 22, 2025 10:20am ET | $254.34 | 47 | $11,953.75 | — | — | — |
| 🔴 SELL | Dec 23, 2025 10:50am ET | $252.22 | 47 | $11,854.11 | $11,997.81 |
$-99.64 (-0.8%) |
END_OF_DAY
0m held |
|
| 23 | 🟢 BUY | Jan 2, 2026 2:40pm ET | $248.83 | 48 | $11,943.84 | — | — | — |
| 🔴 SELL | Jan 5, 2026 3:10pm ET | $253.19 | 48 | $12,153.12 | $12,207.09 |
+$209.28 (+1.8%) |
END_OF_DAY
0m held |
|
| 24 | 🟢 BUY | Jan 5, 2026 3:15pm ET | $253.04 | 48 | $12,145.92 | — | — | — |
| 🔴 SELL | Jan 6, 2026 3:45pm ET | $256.07 | 48 | $12,291.12 | $12,352.29 |
+$145.20 (+1.2%) |
END_OF_DAY
0m held |
|
| 25 | 🟢 BUY | Jan 6, 2026 3:50pm ET | $256.14 | 48 | $12,294.72 | — | — | — |
| 🔴 SELL | Jan 8, 2026 10:20am ET | $257.74 | 48 | $12,371.52 | $12,429.09 |
+$76.80 (+0.6%) |
END_OF_DAY
0m held |
|
| 26 | 🟢 BUY | Jan 8, 2026 11:55am ET | $258.27 | 48 | $12,396.72 | — | — | — |
| 🔴 SELL | Jan 9, 2026 12:25pm ET | $261.36 | 48 | $12,545.28 | $12,577.65 |
+$148.56 (+1.2%) |
END_OF_DAY
0m held |
|
| 27 | 🟢 BUY | Jan 12, 2026 11:35am ET | $260.85 | 48 | $12,520.80 | — | — | — |
| 🔴 SELL | Jan 13, 2026 12:05pm ET | $261.52 | 48 | $12,552.96 | $12,609.81 |
+$32.16 (+0.3%) |
END_OF_DAY
0m held |
|
| 28 | 🟢 BUY | Jan 14, 2026 2:55pm ET | $262.45 | 48 | $12,597.60 | — | — | — |
| 🔴 SELL | Jan 15, 2026 3:25pm ET | $265.71 | 48 | $12,754.08 | $12,766.29 |
+$156.48 (+1.2%) |
END_OF_DAY
0m held |
|
| 29 | 🟢 BUY | Jan 15, 2026 3:30pm ET | $265.84 | 48 | $12,760.08 | — | — | — |
| 🔴 SELL | Jan 20, 2026 10:00am ET | $262.73 | 48 | $12,611.04 | $12,617.25 |
$-149.04 (-1.2%) |
🛑 -10% Stop
0m held |
|
| 30 | 🟢 BUY | Jan 20, 2026 10:30am ET | $264.45 | 47 | $12,429.15 | — | — | — |
| 🔴 SELL | Jan 21, 2026 11:00am ET | $266.59 | 47 | $12,529.73 | $12,717.83 |
+$100.58 (+0.8%) |
END_OF_DAY
0m held |
|
| 31 | 🟢 BUY | Jan 21, 2026 2:30pm ET | $267.46 | 47 | $12,570.62 | — | — | — |
| 🔴 SELL | Jan 22, 2026 3:00pm ET | $270.04 | 47 | $12,691.88 | $12,839.09 |
+$121.26 (+1.0%) |
END_OF_DAY
0m held |
|
| 32 | 🟢 BUY | Feb 2, 2026 10:10am ET | $262.21 | 48 | $12,585.86 | — | — | — |
| 🔴 SELL | Feb 3, 2026 10:40am ET | $263.45 | 48 | $12,645.84 | $12,899.07 |
+$59.98 (+0.5%) |
END_OF_DAY
0m held |
|
| 33 | 🟢 BUY | Feb 6, 2026 11:10am ET | $263.33 | 48 | $12,639.84 | — | — | — |
| 🔴 SELL | Feb 9, 2026 11:40am ET | $267.23 | 48 | $12,827.04 | $13,086.27 |
+$187.20 (+1.5%) |
END_OF_DAY
0m held |
|
| 34 | 🟢 BUY | Feb 9, 2026 11:45am ET | $267.34 | 48 | $12,832.32 | — | — | — |
| 🔴 SELL | Feb 10, 2026 12:15pm ET | $268.32 | 48 | $12,879.12 | $13,133.07 |
+$46.80 (+0.4%) |
END_OF_DAY
0m held |
|
| 35 | 🟢 BUY | Feb 13, 2026 10:25am ET | $262.80 | 49 | $12,877.20 | — | — | — |
| 🔴 SELL | Feb 13, 2026 3:55pm ET | $262.87 | 49 | $12,880.63 | $13,136.50 |
+$3.43 (+0.0%) |
📅 Sim Ended
0m held |
|
| 36 | 🟢 BUY | Apr 8, 2026 9:30am ET | $261.95 | 50 | $13,097.50 | — | — | — |
| 🔴 SELL | May 26, 2026 9:30am ET | $288.71 | 50 | $14,435.50 | $14,474.50 |
+$1,338.00 (+10.2%) |
⏰ 30 Day Max
48d held |
Started with: $10,000.00
Total Invested:
$10,000.00
Ended with:
$14,474.50
Net Profit/Loss:
+$4,474.50
Total Return:
+44.75%