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

Surge's Analysis

Year to Date: 2026-01-01 to present • 11 trades in period

+23.79%
Year to Date Return
$11,075.34
Current Value
73%
Win Rate
$8,946.73
Period Start
Login to Apply
PHASE 0: RANGING
🔄 Transitioning
Signals generated 2026-05-06 09:47:06

No strong directional signal. Monitor for regime shift.

Fear & Greed
46
Fear
VIX
17.0
NORMAL
10Y Yield
4.45%
ELEVATED
Yield Curve
+0.51%
STEEP
HY Spread
2.77
CALM
🌍 Kp Index
🔴 1.7
Storm
⛈️ 4 storm days in 7d
RSI(14)
36.8 neutral
20d Trend
-3.6%
5d Trend
-5.4%
EMA20 Dist
-4.3%
ATR%
2.6%
Range Pos
26%
Bounce Ratio
0.3×
Green/Red 10d
4/6
🌍 Geophysical Tilt: Storm regime: volume-spike & macro strategies historically +3% differential. Sentiment strategies struggle.

Strategy Score Scored May 6, 2026

21
Lifetime
Confidence: 99%

Quality Components

Return-to-Risk
2.3/35
Total Return
8.9/25
Win Rate
4.4/15
Profit Factor
1.0/15
Consistency
5.2/10
Raw Quality 21.7/100
× Confidence 0.99 = 21.4

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 (99%) 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
7,287
Timeframe
5-Minute Bars
Period Range
2026-01-02 → 2026-05-06
Trading Days
89 days
Data Gaps
None (4 market holidays)

Market Closed (4 days)

2026-01-01 — New Year's Day, 2026-01-19 — MLK Jr. Day, 2026-02-16 — Presidents' Day, 2026-04-03 — Good Friday
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
$8,946.73
Current Value
$11,075.34
Period P&L
$2,128.61
Max Drawdown
-16.4%
Sharpe Ratio
0.60

Trade Statistics (Year to Date)

Trades in Period
11
Winners / Losers
8 / 3
Best Trade
+10.95%
Worst Trade
-1.34%
Avg Trade Return
+2.10%
Avg Hold Time
5d

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

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$205,415.06
Estimated Fees
$0.00
Gross P&L
$2,128.61
Net P&L (after fees)
$2,128.61
Gross Return
+23.79%
Net Return (after fees)
+23.79%

✅ 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

📈 BLK 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: 89 trading days 🎯 Trade markers show BUY (▲) and SELL (▼) points

Trade History (Year to Date - 11 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Surge had $8,946.73 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 Jan 2, 2026 10:50am ET $1,083.95 8 $8,671.56 — — —
🔴 SELL Jan 5, 2026 10:00am ET $1,123.97 8 $8,991.75 $9,266.92 +$320.19
(+3.7%) 		🎯 +5% Target
0m held
2 🟢 BUY Jan 5, 2026 10:05am ET $1,128.04 8 $9,024.30 — — —
🔴 SELL Jan 6, 2026 10:00am ET $1,114.78 8 $8,918.24 $9,160.86 $-106.06
(-1.2%) 		🛑 -10% Stop
0m held
3 🟢 BUY Jan 8, 2026 11:25am ET $1,084.24 8 $8,673.92 — — —
🔴 SELL Jan 9, 2026 11:55am ET $1,085.05 8 $8,680.40 $9,167.34 +$6.48
(+0.1%) 		END_OF_DAY
0m held
4 🟢 BUY Jan 14, 2026 2:15pm ET $1,086.29 8 $8,690.28 — — —
🔴 SELL Jan 15, 2026 10:00am ET $1,145.48 8 $9,163.80 $9,640.86 +$473.52
(+5.5%) 		🎯 +5% Target
0m held
5 🟢 BUY Jan 15, 2026 1:20pm ET $1,153.68 8 $9,229.44 — — —
🔴 SELL Jan 16, 2026 1:50pm ET $1,172.44 8 $9,379.48 $9,790.90 +$150.04
(+1.6%) 		END_OF_DAY
0m held
6 🟢 BUY Jan 28, 2026 12:10pm ET $1,112.18 8 $8,897.44 — — —
🔴 SELL Jan 29, 2026 12:40pm ET $1,121.64 8 $8,973.12 $9,866.58 +$75.68
(+0.8%) 		END_OF_DAY
0m held
7 🟢 BUY Feb 4, 2026 12:10pm ET $1,074.32 9 $9,668.88 — — —
🔴 SELL Feb 5, 2026 10:10am ET $1,059.91 9 $9,539.19 $9,736.89 $-129.69
(-1.3%) 		🛑 -10% Stop
0m held
8 🟢 BUY Feb 9, 2026 10:20am ET $1,061.62 9 $9,554.58 — — —
🔴 SELL Feb 10, 2026 10:00am ET $1,102.34 9 $9,921.10 $10,103.41 +$366.52
(+3.8%) 		🎯 +5% Target
0m held
9 🟢 BUY Feb 10, 2026 10:40am ET $1,108.39 9 $9,975.47 — — —
🔴 SELL Feb 10, 2026 1:10pm ET $1,096.48 9 $9,868.32 $9,996.26 $-107.15
(-1.1%) 		🛑 -10% Stop
0m held
10 🟢 BUY Feb 13, 2026 11:45am ET $1,068.15 9 $9,613.35 — — —
🔴 SELL Feb 13, 2026 3:55pm ET $1,070.67 9 $9,636.03 $10,018.94 +$22.68
(+0.2%) 		📅 Sim Ended
0m held
11 🟢 BUY Mar 17, 2026 9:30am ET $964.40 10 $9,644.00 — — —
🔴 SELL May 1, 2026 9:30am ET $1,070.04 10 $10,700.40 $11,075.34 +$1,056.40
(+11.0%) 		⏰ 30 Day Max
45d held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $11,075.34
Net Profit/Loss: +$1,075.34
Total Return: +10.75%
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