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

Surge PRO's Analysis

Last 6 Months: 2026-03-25 to present • 5 trades in period

+0.44%
Last 6 Months Return
$12,623.86
Current Value
40%
Win Rate
$12,568.07
Period Start
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PHASE 1: COMPLACENT DECLINE
😴 Complacent Bear (strategies struggle)
Signals generated 2026-09-25 00:08:43

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)
39 neutral
20d Trend
-6.5%
5d Trend
-4.3%
EMA20 Dist
-3.4%
ATR%
2.4%
Range Pos
56%
Bounce Ratio
0.6×
Green/Red 10d
5/5

Strategy Score Scored Sep 24, 2026

29
Lifetime
Confidence: 78%

Quality Components

Return-to-Risk
11.8/35
Total Return
11.9/25
Win Rate
3.9/15
Profit Factor
2.4/15
Consistency
6.7/10
Raw Quality 36.6/100
× Confidence 0.78 = 28.7

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 (78%) 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
$12,568.07
Current Value
$12,623.86
Period P&L
$55.79
Max Drawdown
-7.8%
Sharpe Ratio
0.09

Trade Statistics (Last 6 Months)

Trades in Period
5
Winners / Losers
2 / 3
Best Trade
+12.65%
Worst Trade
-4.61%
Avg Trade Return
+0.60%
Avg Hold Time
13d

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

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$128,178.20
Estimated Fees
$0.00
Gross P&L
$55.79
Net P&L (after fees)
$55.79
Gross Return
+0.44%
Net Return (after fees)
+0.44%

✅ 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

📈 MS 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 - 5 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Surge PRO had $12,568.07 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 Mar 23, 2026 9:30am ET $165.34 74 $12,235.16 — — —
🔴 SELL Mar 27, 2026 10:00am ET $158.46 74 $11,726.04 $11,867.29 $-509.12
(-4.2%) 		🛑 -10% Stop
4d held
2 🟢 BUY Mar 31, 2026 9:30am ET $161.93 73 $11,820.89 — — —
🔴 SELL Apr 14, 2026 9:30am ET $182.41 73 $13,316.29 $13,362.70 +$1,495.41
(+12.7%) 		🎯 +5% Target
14d held
3 🟢 BUY Apr 15, 2026 9:30am ET $188.49 70 $13,194.30 — — —
🔴 SELL May 15, 2026 9:30am ET $194.43 70 $13,609.75 $13,778.15 +$415.45
(+3.1%) 		⏰ 30 Day Max
30d held
4 🟢 BUY Jun 15, 2026 9:30am ET $219.23 62 $13,591.95 — — —
🔴 SELL Jun 30, 2026 9:30am ET $209.13 62 $12,965.75 $13,151.95 $-626.20
(-4.6%) 		🛑 -10% Stop
15d held
5 🟢 BUY Jul 14, 2026 9:30am ET $226.26 58 $13,123.08 — — —
🔴 SELL Jul 16, 2026 1:35pm ET $217.15 58 $12,594.99 $12,623.86 $-528.09
(-4.0%) 		🛑 -10% Stop
2.2d held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $12,623.86
Net Profit/Loss: +$2,623.86
Total Return: +26.24%
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