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

Surge's Analysis

Last 6 Months: 2026-03-25 to present • 2 trades in period

-10.38%
Last 6 Months Return
$10,445.30
Current Value
0%
Win Rate
$11,654.97
Period Start
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PHASE 5: BULL TREND
Signals generated 2026-09-25 00:09:02

Trend-following and momentum strategies active. Ride winners.

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)
71.8 overbought
20d Trend
+12.7%
5d Trend
+2.2%
EMA20 Dist
+5.0%
ATR%
2.4%
Range Pos
97%
Bounce Ratio
1.2×
Green/Red 10d
8/2

Strategy Score Scored Sep 24, 2026

14
Lifetime
Confidence: 84%

Quality Components

Return-to-Risk
1.3/35
Total Return
6.1/25
Win Rate
3.9/15
Profit Factor
0.3/15
Consistency
5.0/10
Raw Quality 16.6/100
× Confidence 0.84 = 14.0

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 (84%) 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 6 Months)

Hybrid data: Historical backfill + Yahoo/Alpaca (live) - verifiable market data
Data Source
Yahoo + Alpaca
Candles in Period
9,906
Timeframe
5-Minute Bars
Period Range
2026-03-25 → 2026-09-24
Trading Days
127 days
Data Gaps
None (5 market holidays)

Market Closed (5 days)

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 6 Months)

Period Start Capital
$11,654.97
Current Value
$10,445.30
Period P&L
$-1,209.67
Max Drawdown
-12.2%
Sharpe Ratio
-43.14

Trade Statistics (Last 6 Months)

Trades in Period
2
Winners / Losers
0 / 2
Best Trade
-5.25%
Worst Trade
-5.50%
Avg Trade Return
-5.37%
Avg Hold Time
8d

💰 Trading Cost Analysis (Alpaca Fees) (Last 6 Months)

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$43,807.71
Estimated Fees
$0.00
Gross P&L
$-1,209.67
Net P&L (after fees)
$-1,209.67
Gross Return
-10.38%
Net Return (after fees)
-10.38%

✅ 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

📈 PM 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: 127 trading days 🎯 Trade markers show BUY (▲) and SELL (▼) points

Trade History (Last 6 Months - 2 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Surge had $11,654.97 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 7, 2026 9:30am ET $189.29 61 $11,546.69 — — —
🔴 SELL Jul 10, 2026 9:50am ET $178.89 61 $10,912.14 $11,020.42 $-634.55
(-5.5%) 		🛑 -10% Stop
3d held
2 🟢 BUY Jul 22, 2026 9:30am ET $195.75 56 $10,962.00 — — —
🔴 SELL Aug 4, 2026 9:35am ET $185.48 56 $10,386.88 $10,445.30 $-575.12
(-5.2%) 		🛑 -10% Stop
13d held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $10,445.30
Net Profit/Loss: +$445.30
Total Return: +4.45%
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