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

Surge's Analysis

Year to Date: 2026-01-01 to present • 23 trades in period

+22.11%
Year to Date Return
$16,812.25
Current Value
35%
Win Rate
$13,768.57
Period Start
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PHASE 5: BULL TREND
Signals generated 2026-09-24 19:45:26

Trend-following and momentum strategies active. Ride winners.

Fear & Greed
71
Greed
VIX
14.2
LOW
10Y Yield
4.96%
HIGH
Yield Curve
+0.26%
NORMAL
HY Spread
2.68
CALM
🌍 Kp Index
🟢 0.5
Quiet
RSI(14)
58.2 neutral
20d Trend
+92.9%
5d Trend
-10.5%
EMA20 Dist
+4.3%
ATR%
12.0%
Range Pos
60%
Bounce Ratio
0.8×
Green/Red 10d
2/8

Strategy Score Scored Sep 24, 2026

35
Lifetime
Confidence: 99%

Quality Components

Return-to-Risk
10.9/35
Total Return
15.3/25
Win Rate
0.5/15
Profit Factor
2.1/15
Consistency
5.9/10
Raw Quality 34.8/100
× Confidence 0.99 = 34.5

30-Day Momentum

0
+0.1%
30d Return
33%
Win Rate
3
Trades
1.0×
Profit Factor
Quality: 0.5 Conf: 0.61×
Declining (-34 vs lifetime)
Momentum below PRO threshold (40+)
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
15,048
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
$13,768.57
Current Value
$16,812.25
Period P&L
$3,043.68
Max Drawdown
-21.8%
Sharpe Ratio
0.15

Trade Statistics (Year to Date)

Trades in Period
23
Winners / Losers
8 / 15
Best Trade
+15.23%
Worst Trade
-6.78%
Avg Trade Return
+1.18%
Avg Hold Time
3.7d

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

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$619,392.99
Estimated Fees
$0.00
Gross P&L
$3,043.68
Net P&L (after fees)
$3,043.68
Gross Return
+22.11%
Net Return (after fees)
+22.11%

✅ 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

📈 NET 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 - 23 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Surge had $13,768.57 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 5, 2026 10:20am ET $202.81 67 $13,588.27 — — —
🔴 SELL Jan 5, 2026 12:20pm ET $200.72 67 $13,448.24 $13,628.54 $-140.03
(-1.0%) 		🛑 -10% Stop
0m held
2 🟢 BUY Jan 7, 2026 12:05pm ET $203.02 67 $13,602.34 — — —
🔴 SELL Jan 8, 2026 10:00am ET $192.55 67 $12,900.85 $12,927.05 $-701.49
(-5.2%) 		🛑 -10% Stop
0m held
3 🟢 BUY Jan 12, 2026 11:10am ET $184.86 69 $12,755.34 — — —
🔴 SELL Jan 13, 2026 11:40am ET $187.16 69 $12,914.04 $13,085.75 +$158.70
(+1.2%) 		END_OF_DAY
0m held
4 🟢 BUY Jan 14, 2026 10:05am ET $190.50 68 $12,954.00 — — —
🔴 SELL Jan 14, 2026 10:40am ET $187.72 68 $12,764.96 $12,896.71 $-189.04
(-1.5%) 		🛑 -10% Stop
0m held
5 🟢 BUY Jan 16, 2026 10:25am ET $185.23 69 $12,780.53 — — —
🔴 SELL Jan 20, 2026 10:00am ET $179.08 69 $12,356.18 $12,472.36 $-424.35
(-3.3%) 		🛑 -10% Stop
0m held
6 🟢 BUY Jan 23, 2026 11:00am ET $178.65 69 $12,326.85 — — —
🔴 SELL Jan 23, 2026 11:20am ET $176.40 69 $12,171.60 $12,317.11 $-155.25
(-1.3%) 		🛑 -10% Stop
0m held
7 🟢 BUY Jan 26, 2026 3:05pm ET $194.75 63 $12,269.25 — — —
🔴 SELL Jan 26, 2026 3:30pm ET $191.78 63 $12,082.14 $12,130.00 $-187.11
(-1.5%) 		🛑 -10% Stop
0m held
8 🟢 BUY Feb 2, 2026 1:15pm ET $184.99 65 $12,024.03 — — —
🔴 SELL Feb 2, 2026 2:25pm ET $182.59 65 $11,868.35 $11,974.32 $-155.68
(-1.3%) 		🛑 -10% Stop
0m held
9 🟢 BUY Feb 6, 2026 12:05pm ET $168.39 71 $11,955.69 — — —
🔴 SELL Feb 6, 2026 3:05pm ET $172.69 71 $12,260.99 $12,279.62 +$305.30
(+2.5%) 		🎯 +5% Target
0m held
10 🟢 BUY Feb 9, 2026 11:00am ET $175.29 70 $12,270.30 — — —
🔴 SELL Feb 9, 2026 11:55am ET $173.51 70 $12,145.70 $12,155.02 $-124.60
(-1.0%) 		🛑 -10% Stop
0m held
11 🟢 BUY Feb 10, 2026 12:40pm ET $182.69 66 $12,057.53 — — —
🔴 SELL Feb 10, 2026 3:55pm ET $180.39 66 $11,905.74 $12,003.23 $-151.79
(-1.3%) 		🛑 -10% Stop
0m held
12 🟢 BUY Feb 13, 2026 1:05pm ET $194.68 61 $11,875.18 — — —
🔴 SELL Feb 13, 2026 3:55pm ET $195.15 61 $11,904.15 $12,032.20 +$28.97
(+0.2%) 		📅 Sim Ended
0m held
13 🟢 BUY Mar 25, 2026 9:30am ET $221.42 54 $11,956.68 — — —
🔴 SELL Mar 26, 2026 1:55pm ET $210.02 54 $11,341.08 $11,416.60 $-615.60
(-5.1%) 		🛑 -10% Stop
1.2d held
14 🟢 BUY Apr 8, 2026 9:30am ET $223.45 51 $11,395.70 — — —
🔴 SELL Apr 8, 2026 10:10am ET $212.13 51 $10,818.88 $10,839.79 $-576.81
(-5.1%) 		🛑 -10% Stop
40m held
15 🟢 BUY Apr 15, 2026 9:30am ET $184.50 58 $10,701.00 — — —
🔴 SELL Apr 27, 2026 12:45pm ET $212.18 58 $12,306.73 $12,445.52 +$1,605.73
(+15.0%) 		🎯 +5% Target
12.1d held
16 🟢 BUY May 1, 2026 9:30am ET $210.24 59 $12,403.87 — — —
🔴 SELL May 5, 2026 11:40am ET $241.78 59 $14,265.02 $14,306.67 +$1,861.15
(+15.0%) 		🎯 +5% Target
4.1d held
17 🟢 BUY May 28, 2026 9:30am ET $217.74 65 $14,153.10 — — —
🔴 SELL Jun 1, 2026 9:50am ET $250.56 65 $16,286.40 $16,439.97 +$2,133.30
(+15.1%) 		🎯 +5% Target
4d held
18 🟢 BUY Jun 15, 2026 9:30am ET $233.57 70 $16,349.55 — — —
🔴 SELL Jun 18, 2026 9:35am ET $218.04 70 $15,262.80 $15,353.22 $-1,086.75
(-6.6%) 		🛑 -10% Stop
3d held
19 🟢 BUY Jul 7, 2026 9:30am ET $259.17 59 $15,291.32 — — —
🔴 SELL Aug 4, 2026 11:10am ET $298.66 59 $17,620.94 $17,682.84 +$2,329.62
(+15.2%) 		🎯 +5% Target
28.1d held
20 🟢 BUY Aug 7, 2026 9:30am ET $312.94 56 $17,524.64 — — —
🔴 SELL Aug 7, 2026 2:50pm ET $297.22 56 $16,644.32 $16,802.52 $-880.32
(-5.0%) 		🛑 -10% Stop
5.3h held
21 🟢 BUY Aug 27, 2026 9:30am ET $298.75 56 $16,730.00 — — —
🔴 SELL Sep 2, 2026 9:30am ET $278.50 56 $15,595.86 $15,668.38 $-1,134.14
(-6.8%) 		🛑 -10% Stop
6d held
22 🟢 BUY Aug 27, 2026 9:30am ET $298.75 56 $16,730.00 — — —
🔴 SELL Sep 3, 2026 11:40am ET $280.20 56 $15,690.92 $14,629.30 $-1,039.08
(-6.2%) 		🛑 -10% Stop
7.1d held
23 🟢 BUY Sep 9, 2026 9:30am ET $295.50 49 $14,479.50 — — —
🔴 SELL Sep 21, 2026 10:10am ET $340.05 49 $16,662.45 $16,812.25 +$2,182.95
(+15.1%) 		🎯 +5% Target
12d held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $16,812.25
Net Profit/Loss: +$6,812.25
Total Return: +68.12%
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