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

Surge PRO's Analysis

Last 6 Months: 2026-03-24 to present • 3 trades in period

-6.96%
Last 6 Months Return
$13,526.79
Current Value
33%
Win Rate
$14,538.76
Period Start
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PHASE 5: BULL TREND
Signals generated 2026-09-24 23:11:19

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)
74 overbought
20d Trend
+6.1%
5d Trend
+7.2%
EMA20 Dist
+5.3%
ATR%
1.8%
Range Pos
94%
Bounce Ratio
3.3×
Green/Red 10d
6/4

Strategy Score Scored Sep 24, 2026

39
Lifetime
Confidence: 85%

Quality Components

Return-to-Risk
17.3/35
Total Return
13.0/25
Win Rate
5.6/15
Profit Factor
3.7/15
Consistency
6.1/10
Raw Quality 45.6/100
× Confidence 0.85 = 38.7

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 (85%) 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
9,984
Timeframe
5-Minute Bars
Period Range
2026-03-24 → 2026-09-24
Trading Days
128 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
$14,538.76
Current Value
$13,526.79
Period P&L
$-1,011.97
Max Drawdown
-7.1%
Sharpe Ratio
-0.90

Trade Statistics (Last 6 Months)

Trades in Period
3
Winners / Losers
1 / 2
Best Trade
+1.36%
Worst Trade
-4.48%
Avg Trade Return
-2.38%
Avg Hold Time
23.7d

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

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$83,333.32
Estimated Fees
$0.00
Gross P&L
$-1,011.97
Net P&L (after fees)
$-1,011.97
Gross Return
-6.96%
Net Return (after fees)
-6.96%

✅ 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

📈 WMT 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: 128 trading days 🎯 Trade markers show BUY (▲) and SELL (▼) points

Trade History (Last 6 Months - 3 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Surge PRO had $14,538.76 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 Jun 4, 2026 9:30am ET $119.18 121 $14,421.38 — — —
🔴 SELL Jun 29, 2026 12:00pm ET $114.40 121 $13,842.38 $13,959.75 $-579.01
(-4.0%) 		🛑 -10% Stop
25.1d held
2 🟢 BUY Jul 7, 2026 9:30am ET $112.81 123 $13,875.63 — — —
🔴 SELL Jul 23, 2026 9:30am ET $107.76 123 $13,254.48 $13,338.60 $-621.15
(-4.5%) 		🛑 -10% Stop
16d held
3 🟢 BUY Jul 7, 2026 9:30am ET $112.81 123 $13,875.63 — — —
🔴 SELL Aug 6, 2026 9:30am ET $114.34 123 $14,063.82 $13,526.79 +$188.19
(+1.4%) 		⏰ 30 Day Max
30d held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $13,526.79
Net Profit/Loss: +$3,526.79
Total Return: +35.27%
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