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

Surge's Analysis

Last 3 Months: 2026-06-24 to present • 1 trades in period

+3.42%
Last 3 Months Return
$12,185.51
Current Value
100%
Win Rate
$11,782.81
Period Start
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PHASE 1: COMPLACENT DECLINE
😴 Complacent Bear (strategies struggle)
Signals generated 2026-09-24 23:14:45

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)
29.6 oversold
20d Trend
-10.0%
5d Trend
-6.7%
EMA20 Dist
-7.6%
ATR%
3.3%
Range Pos
48%
Bounce Ratio
0.3×
Green/Red 10d
2/8

Strategy Score Scored Sep 24, 2026

28
Lifetime
Confidence: 95%

Quality Components

Return-to-Risk
7.9/35
Total Return
11.3/25
Win Rate
2.7/15
Profit Factor
1.9/15
Consistency
5.7/10
Raw Quality 29.4/100
× Confidence 0.95 = 28.0

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 (95%) 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 3 Months)

Hybrid data: Historical backfill + Yahoo/Alpaca (live) - verifiable market data
Data Source
Yahoo + Alpaca
Candles in Period
5,070
Timeframe
5-Minute Bars
Period Range
2026-06-24 → 2026-09-24
Trading Days
65 days
Data Gaps
None (2 market holidays)

Market Closed (2 days)

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 3 Months)

Period Start Capital
$11,782.81
Current Value
$12,185.51
Period P&L
$402.70
Max Drawdown
-9.7%
Sharpe Ratio
—

Trade Statistics (Last 3 Months)

Trades in Period
1
Winners / Losers
1 / 0
Best Trade
+3.46%
Worst Trade
+3.46%
Avg Trade Return
+3.46%
Avg Hold Time
47d

💰 Trading Cost Analysis (Alpaca Fees) (Last 3 Months)

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$23,684.50
Estimated Fees
$0.00
Gross P&L
$402.70
Net P&L (after fees)
$402.70
Gross Return
+3.42%
Net Return (after fees)
+3.42%

✅ 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

📈 TMO 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: 65 trading days 🎯 Trade markers show BUY (▲) and SELL (▼) points

Trade History (Last 3 Months - 1 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Surge had $11,782.81 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 Jul 23, 2026 9:30am ET $582.04 20 $11,640.90 — — —
🔴 SELL Sep 8, 2026 9:30am ET $602.18 20 $12,043.60 $12,185.51 +$402.70
(+3.5%) 		⏰ 30 Day Max
47d held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $12,185.51
Net Profit/Loss: +$2,185.51
Total Return: +21.86%
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