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

Surge's Analysis

Year to Date: 2026-01-01 to present • 15 trades in period

-1.41%
Year to Date Return
$12,251.65
Current Value
33%
Win Rate
$12,426.35
Period Start
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PHASE 1: COMPLACENT DECLINE
😴 Complacent Bear (strategies struggle)
Signals generated 2026-09-24 22:48:11

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)
36.7 neutral
20d Trend
-7.0%
5d Trend
-5.4%
EMA20 Dist
-4.4%
ATR%
3.0%
Range Pos
59%
Bounce Ratio
0.5×
Green/Red 10d
4/6

Strategy Score Scored Sep 24, 2026

25
Lifetime
Confidence: 97%

Quality Components

Return-to-Risk
5.1/35
Total Return
11.4/25
Win Rate
2.8/15
Profit Factor
1.3/15
Consistency
5.3/10
Raw Quality 26.0/100
× Confidence 0.97 = 25.2

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 (97%) 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
15,172
Timeframe
5-Minute Bars
Period Range
2026-01-01 → 2026-09-24
Trading Days
188 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
$12,426.35
Current Value
$12,251.65
Period P&L
$-174.70
Max Drawdown
-15.4%
Sharpe Ratio
0.00

Trade Statistics (Year to Date)

Trades in Period
15
Winners / Losers
5 / 10
Best Trade
+11.19%
Worst Trade
-5.35%
Avg Trade Return
-0.02%
Avg Hold Time
9d

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

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$374,960.78
Estimated Fees
$0.00
Gross P&L
$-174.70
Net P&L (after fees)
$-174.70
Gross Return
-1.41%
Net Return (after fees)
-1.41%

✅ 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

📈 GS 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: 188 trading days 🎯 Trade markers show BUY (▲) and SELL (▼) points

Trade History (Year to Date - 15 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Surge had $12,426.35 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 10:35am ET $892.44 13 $11,601.72 — — —
🔴 SELL Jan 5, 2026 10:00am ET $953.83 13 $12,399.79 $13,224.42 +$798.07
(+6.9%) 		🎯 +5% Target
0m held
2 🟢 BUY Jan 5, 2026 10:10am ET $955.71 13 $12,424.23 — — —
🔴 SELL Jan 5, 2026 11:40am ET $945.17 13 $12,287.21 $13,087.40 $-137.02
(-1.1%) 		🛑 -10% Stop
0m held
3 🟢 BUY Jan 6, 2026 12:05pm ET $957.33 13 $12,445.29 — — —
🔴 SELL Jan 7, 2026 10:00am ET $944.88 13 $12,283.38 $12,925.48 $-161.92
(-1.3%) 		🛑 -10% Stop
0m held
4 🟢 BUY Jan 12, 2026 2:50pm ET $948.17 13 $12,326.21 — — —
🔴 SELL Jan 13, 2026 10:00am ET $935.53 13 $12,161.89 $12,761.16 $-164.32
(-1.3%) 		🛑 -10% Stop
0m held
5 🟢 BUY Jan 15, 2026 10:15am ET $966.59 13 $12,565.67 — — —
🔴 SELL Jan 16, 2026 10:45am ET $965.49 13 $12,551.37 $12,746.86 $-14.30
(-0.1%) 		END_OF_DAY
0m held
6 🟢 BUY Jan 20, 2026 10:20am ET $958.50 13 $12,460.50 — — —
🔴 SELL Jan 20, 2026 1:40pm ET $946.36 13 $12,302.68 $12,589.04 $-157.82
(-1.3%) 		🛑 -10% Stop
0m held
7 🟢 BUY Jan 21, 2026 10:15am ET $960.84 13 $12,490.92 — — —
🔴 SELL Jan 22, 2026 10:45am ET $960.52 13 $12,486.76 $12,584.88 $-4.16
(-0.0%) 		END_OF_DAY
0m held
8 🟢 BUY Feb 2, 2026 10:35am ET $941.02 13 $12,233.26 — — —
🔴 SELL Feb 3, 2026 11:05am ET $946.10 13 $12,299.30 $12,650.92 +$66.04
(+0.5%) 		END_OF_DAY
0m held
9 🟢 BUY Feb 6, 2026 10:15am ET $927.11 13 $12,052.43 — — —
🔴 SELL Feb 9, 2026 10:45am ET $944.90 13 $12,283.70 $12,882.19 +$231.27
(+1.9%) 		END_OF_DAY
0m held
10 🟢 BUY Feb 9, 2026 10:50am ET $944.12 13 $12,273.56 — — —
🔴 SELL Feb 10, 2026 11:20am ET $941.98 13 $12,245.74 $12,854.37 $-27.82
(-0.2%) 		END_OF_DAY
0m held
11 🟢 BUY Feb 13, 2026 11:35am ET $902.96 14 $12,641.44 — — —
🔴 SELL Feb 13, 2026 3:55pm ET $905.62 14 $12,678.68 $12,891.61 +$37.24
(+0.3%) 		📅 Sim Ended
0m held
12 🟢 BUY Apr 8, 2026 9:30am ET $905.24 14 $12,673.36 — — —
🔴 SELL May 26, 2026 9:30am ET $1,006.53 14 $14,091.42 $14,309.67 +$1,418.06
(+11.2%) 		⏰ 30 Day Max
48d held
13 🟢 BUY Jun 15, 2026 9:30am ET $1,091.77 13 $14,193.01 — — —
🔴 SELL Jun 26, 2026 9:30am ET $1,034.09 13 $13,443.17 $13,559.83 $-749.84
(-5.3%) 		🛑 -10% Stop
11d held
14 🟢 BUY Jul 6, 2026 9:30am ET $1,048.90 12 $12,586.80 — — —
🔴 SELL Jul 29, 2026 9:55am ET $992.83 12 $11,913.96 $12,886.99 $-672.84
(-5.3%) 		🛑 -10% Stop
23d held
15 🟢 BUY Aug 4, 2026 9:30am ET $1,049.94 12 $12,599.34 — — —
🔴 SELL Sep 14, 2026 12:10pm ET $997.00 12 $11,964.00 $12,251.65 $-635.34
(-5.0%) 		🛑 -10% Stop
41.1d held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $12,251.65
Net Profit/Loss: +$2,251.65
Total Return: +22.52%
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